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Original filing (PDF)20251014155330NAL0004434512002
HEXPOL HOLDING, INC.
Form 5500
FILING_RECEIVED
HEXPOL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,130
Accounts w/ balance
1,381
Plan assets (EOY)
$110.0M
Net assets (EOY)
$110.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 76% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEXPOL HOLDING, INC..
Plan sponsor
Name
HEXPOL HOLDING, INC.
EIN
80-0314696
Address
14330 KINSMAN ROAD · BURTON, OH · 440219648
Phone
(770) 328-4045
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $144K | — |
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | NONE | $50K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $303 | — |
Investments
17 direct securities · 8 pooled funds· $150.1M(100% 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.
Uncategorized
$102.4M
16 holdings
Common Collective Trust
$46.3M
8 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Schwab S&P 500 Index Select Fund | — | — | — | $18.8M | 17.1% | |
| Vanguard Group Vanguard Growth Index Instl | — | — | — | $14.2M | 12.9% | |
| Charles Schwab Trust Bank Schwab Indexed Retirement Trust 2030 | — | — | — | $12.7M | 11.5% | |
| SCHWAB INDEXED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $12.7M | 11.5% | |
| Charles Schwab Trust Bank Schwab Indexed Retirement Trust 2040 | — | — | — | $11.5M | 10.4% | |
| SCHWAB INDEXED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $11.5M | 10.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $7.4M | 6.7% | |
| The American Funds American Funds EuroPacific Growth Fund | — | — | — | $5.9M | 5.3% | |
| SCHWAB INDEXED RET 2050 I Common Collective Trust Fund | — | — | — | $5.6M | 5.1% | |
| SCHWAB INDEXED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $5.6M | 5.1% | |
| Vanguard Group Vanguard Mid Cap Index Instl | — | — | — | $5.6M | 5.1% | |
| SCHWAB INDEXED RET 2020 I Common Collective Trust Fund | — | — | — | $4.7M | 4.3% | |
| SCHWAB INDEXED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.7M | 4.3% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $4.6M | 4.2% | |
| SCHWAB INDEXED RET 2060 I Common Collective Trust Fund | — | — | — | $4.1M | 3.7% | |
| SCHWAB INDEXED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $4.1M | 3.7% | |
| Self-Directed Brokerage Accounts * Charles Schwab Trust Bank Personal Choice Retirement Account | — | — | — | $3.6M | 3.3% | |
| HARTFORD DIV GROWTH Y Registered Investment Company | — | — | — | $3.5M | 3.2% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | — | — | — | $3.5M | 3.1% | |
| Vanguard Group Vanguard Small Cap Index Admiral | — | — | — | $2.8M | 2.5% | |
| BlackRock Inflation Protected Bond Fund | Mutual Funds | — | — | $1.4M | 1.2% | |
| BLACKROCK INFLT PROT BD INSTL Registered Investment Company | — | — | — | $1.4M | 1.2% | |
| SCHWAB INDEXED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $223K | 0.2% | |
| SCHWAB MANAGED RET INC CL IV Common Collective Trust Fund | — | — | — | $13K | <0.1% | |
| SCHWAB MANAGED RET TRST FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $13K | <0.1% |
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