Original filing (PDF)20251015142446NAL0009715538001

HAAG ENGINEERING CO.

Name: HAAG ENGINEERING CO. — HAAG ENGINEERING CO. EMPLOYEES PROFIT SHARING/401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: HAAG ENGINEERING CO.

Form 5500

FILING_RECEIVED

HAAG ENGINEERING CO. EMPLOYEES PROFIT SHARING/401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

162

Accounts w/ balance

196

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAAG ENGINEERING CO..

Plan sponsor

Name

HAAG ENGINEERING CO.

EIN

75-1102228

Address

1410 LAKESIDE PARKWAY SUITE 100 · FLOWER MOUND, TX · 75028

Phone

(214) 614-6500

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347	—	ADVISOR	$35K	—

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060	Common Collective Trust	$0	<0.1%

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