How big is HFS Holding Corporation's plan?

HFS Holding Corporation's plan reported $5.7M in assets and 176 participants for 2024.

Original filing (PDF)20251015134457NAL0006459696001

HFS Holding Corporation

Name: HFS Holding Corporation — Hospital Forms/Magnetic, Form 5500 (2024)
Creator: HFS Holding Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hospital Forms/Magnetic Ticket 401(k) Plan

401(k) retirement plan · HFS Holding Corporation's Hospital Forms/Magnetic Ticket 401(k) Plan held $5.7M in plan assets for 176 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

176

Accounts w/ balance

129

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Rachael King signed HFS Holding Corporation's 2024 Form 5500 as plan administrator.

Rachael King — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HFS Holding Corporation's EIN is 75-1827504.

EIN 75-1827504

Plan number 001

Plan year 2024

ACK ID 20251015134457NAL0006459696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HFS Holding Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HFS Holding Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HFS HOLDING CORPORATION.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

HFS HOLDING CORPORATION

EIN

all filings

Address

8719 DIPLOMACY ROW · DALLAS, TX · 75247

Phone

(214) 634-8600

Industry

Manufacturing

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL	36-3429599	—	RIA	$8K	—
CREATIVE PLANNING, LLC	01-0233346	—	RIA	$8K	—

Investments

24 direct securities· $5.6M(99% of reported assets)

Pooled Separate Accounts

$5.2M

22 holdings

Bonds / Notes

$324K

1 holding

Stable Value

$120K

1 holding

					% of plan
Vanguard Target Retirement 2030 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$1.2M	21.4%
Vanguard Target Retirement 2040 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$1.1M	19.3%
Vanguard Target Retirement 2035 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$758K	13.3%
Vanguard Target Retirement 2025 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$682K	12.0%
Vanguard Target Retirement 2045 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$336K	5.9%
Varying maturity dates and * Notes receivable from participants interest rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$324K	5.7%
Vanguard Growth Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$304K	5.3%
Vanguard Target Retirement 2020 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$249K	4.4%
Vanguard Target Retirement Income Inv Pooled separate account -	Pooled Separate Accounts	—	—	$131K	2.3%
John Hancock Stable Value Fund Stable value fund -	Stable Value	—	—	$120K	2.1%
Vanguard Small Cap Growth Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$55K	1.0%
Vanguard Target Retirement 2050 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$49K	0.9%
Vanguard Target Retirement 2055 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$49K	0.9%
Vanguard Small Cap Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$47K	0.8%
Vanguard Value Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$47K	0.8%
Vanguard Mid Cap Growth ETF Pooled separate account -	Pooled Separate Accounts	—	—	$39K	0.7%
Vanguard Mid Cap Value ETF Pooled separate account -	Pooled Separate Accounts	—	—	$34K	0.6%
Vanguard Target Retirement 2060 Inv Pooled separate account -	Pooled Separate Accounts	—	—	$24K	0.4%
DFA International Fund Pooled separate account -	Pooled Separate Accounts	—	—	$17K	0.3%
500 Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$13K	0.2%
International Equity Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$10K	0.2%
Mid Cap Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$7K	0.1%
Small Cap Index Fund Pooled separate account -	Pooled Separate Accounts	—	—	$3K	<0.1%
American Funds American Balanced Fund Pooled separate account -	Pooled Separate Accounts	—	—	$1K	<0.1%