Original filing (PDF)20251015135917NAL0006331696001

HARDY DIAGNOSTICS

Name: HARDY DIAGNOSTICS — HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARDY DIAGNOSTICS

Form 5500

FILING_RECEIVED

HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

414

Accounts w/ balance

507

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

How this plan invests

This plan

40 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 (17 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARDY DIAGNOSTICS.

Plan sponsor

Name

HARDY DIAGNOSTICS

EIN

77-0043660

Address

1430 WEST MCCOY LANE · SANTA MARIA, CA · 93455

Phone

(805) 346-2766

Industry

Wholesale Tradesee 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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

PW PARTNERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Investments

40 direct securities· $18.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FIDELITY FREEDOM 2030 K	—	—	—	$2.2M	11.8%
FIDELITY FREEDOM 2055 K	—	—	—	$1.9M	9.9%
FIDELITY FREEDOM 2035 K	—	—	—	$1.6M	8.3%
FIDELITY FREEDOM 2060 K	—	—	—	$1.5M	8.2%
FIDELITY CONTRAFUND	—	—	—	$1.5M	7.9%
FIDELITY FREEDOM 2050 K	—	—	—	$1.2M	6.5%
FIDELITY 500 INDEX	—	—	—	$1.1M	6.1%
FIDELITY FREEDOM 2025 K	—	—	—	$809K	4.3%
FIDELITY FREEDOM 2045 K	—	—	—	$676K	3.6%
FIDELITY FREEDOM 2040 K	—	—	—	$665K	3.5%
FIDELITY GOVERNMENT MONEY MARKET	—	—	—	$625K	3.3%
T. ROWE PRICE US LARGE CAP CORE	—	—	—	$510K	2.7%
INVESCO DIVERSIFIED DIVIDEND R5	—	—	—	$472K	2.5%
FIDELITY SELECT MED TECH & DEVICES	—	—	—	$411K	2.2%
NEUBERGER BERMAN MID CAP GROWTH TRUST	—	—	—	$404K	2.1%
FIDELITY FREEDOM 2065 K	—	—	—	$358K	1.9%
VANGUARD SMALL CAP VALUE INDEX ADM	—	—	—	$339K	1.8%
FIDELITY EXTENDED MARKET INDEX	—	—	—	$286K	1.5%
VIRTUS CEREDEX MID CAP VALUE EQUITY I	—	—	—	$256K	1.4%
FIDELITY TOTAL MARKET INDEX	—	—	—	$225K	1.2%
AMERICAN FUNDS EUROPACIFIC GROWTH R5	—	—	—	$199K	1.0%
FIDELITY LOW PRICED STOCK	—	—	—	$185K	1.0%
COHEN & STEERS RLTY	—	—	—	$177K	0.9%
FIDELITY INTERNATIONAL INDEX	—	—	—	$167K	0.9%
INVESCO DEVELOPING MARKET Y	—	—	—	$161K	0.9%
FIDELITY SELECT GOLD	—	—	—	$149K	0.8%
PIMCO TOTAL RETURN ADM	—	—	—	$145K	0.8%
LOOMIS BOND INST	—	—	—	$122K	0.6%
FIDELITY SELECT MATERIALS	—	—	—	$99K	0.5%
FIDELITY INTERMEDIATE TREASURY BOND INDEX	—	—	—	$95K	0.5%
NEUBERGER BERMAN GENESIS - TR CL	—	—	—	$84K	0.4%
FIDELITY FREEDOM 2020 K	—	—	—	$51K	0.3%
FIDELITY SMALL CAP INDEX	—	—	—	$38K	0.2%
AMERICAN CENTURY INFLATION ADJUSTED R5	—	—	—	$31K	0.2%
TEMPLETON GLOBAL BOND ADV	—	—	—	$30K	0.2%
INVESCO GLOBAL REAL ESTATE R5	—	—	—	$28K	0.1%
FIDELITY FREEDOM 2015 K	—	—	—	$23K	0.1%
FIDELITY FREEDOM 2010 K	—	—	—	$15K	<0.1%
FIDELITY FREEDOM INC K	—	—	—	$3K	<0.1%
FIDELITY FREEDOM 2070 K	—	—	—	$2K	<0.1%