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Original filing (PDF)20250910192913NAL0013626979001
HARTLINE BARGER LLP
Form 5500
FILING_RECEIVED
HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
192
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTLINE BARGER LLP.
Plan sponsor
Name
HARTLINE BARGER LLP
EIN
75-2532929
Address
8750 N. CENTRAL EXPRESSWAY SUITE 16 · DALLAS, TX · 75231
Phone
(214) 369-2100
Industry
Law Offices· 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
2025-09-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALNORY, MCNEAL & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $27K | — |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $9K | — |
Investments
29 direct securities· $33.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund R6 | — | — | — | $3.8M | 11.5% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $3.5M | 10.5% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $3.0M | 8.9% | |
| American Funds New World Fund R6 | — | — | — | $3.0M | 8.9% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $2.8M | 8.5% | |
| American Funds Washington Mutual R6 | — | — | — | $2.1M | 6.3% | |
| American Funds AMCAP Fund R6 | — | — | — | $1.9M | 5.6% | |
| American Funds Money Market Fund R6 | — | — | — | $1.4M | 4.2% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $1.3M | 3.9% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $1.3M | 3.8% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $1.3M | 3.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.2M | 3.6% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $1.1M | 3.2% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $1.1M | 3.2% | |
| MFS Growth R6 | — | — | — | $1.0M | 3.0% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $835K | 2.5% | |
| American Funds 2015 Target Date Fund R6 | — | — | — | $730K | 2.2% | |
| American Funds New Perspective Fund R6 | — | — | — | $556K | 1.7% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $432K | 1.3% | |
| DFA Global Real Estate Securities I | — | — | — | $277K | 0.8% | |
| American Funds Income Fund of America R6 | — | — | — | $147K | 0.4% | |
| American Funds 2010 Target Date Fund R6 | — | — | — | $140K | 0.4% | |
| American Funds Bond Fund of America R6 | — | — | — | $132K | 0.4% | |
| American Funds Capital World Growth and Income R6 | — | — | — | $68K | 0.2% | |
| JHancock Income R6 | — | — | — | $39K | 0.1% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $38K | 0.1% | |
| American Funds Capital World Bond Fund R6 | — | — | — | $21K | <0.1% | |
| American Funds US Government Sec R6 | — | — | — | $17K | <0.1% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $2K | <0.1% |
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