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Original filing (PDF)20251009054223NAL0006179649001
HANSGROHE, INC.
Form 5500
FILING_RECEIVED
HANSGROHE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
257
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANSGROHE, INC..
Plan sponsor
Name
HANSGROHE, INC.
EIN
77-0173272
Address
1490 BLUEGRASS LAKES PARKWAY · ALPHARETTA, GA · 30004
Phone
(470) 510-5196
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
VENNING & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
30 direct securities · 1 pooled fund· $13.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$12.9M
30 holdings
Common Collective Trust
$271K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.8M | 13.3% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.7M | 12.5% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.5M | 11.1% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $922K | 6.8% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $680K | 5.0% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $634K | 4.7% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $614K | 4.6% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $493K | 3.7% | |
| FIDELITY INVESTMENT GRADE BOND | Registered Investment Companies | — | — | $485K | 3.6% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $456K | 3.4% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $382K | 2.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $371K | 2.8% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $365K | 2.7% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $314K | 2.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $306K | 2.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $300K | 2.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $271K | 2.0% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $213K | 1.6% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $200K | 1.5% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $153K | 1.1% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $152K | 1.1% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $151K | 1.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $151K | 1.1% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $140K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $113K | 0.8% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $85K | 0.6% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $82K | 0.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $68K | 0.5% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $43K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $20K | 0.1% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $7K | <0.1% |
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