Original filing (PDF)20230707093524NAL0016737377001

HENKELS & MCCOY GROUP, INC.

Name: HENKELS & MCCOY GROUP, INC. — HENKELS & MCCOY GROUP, INC. PROFIT SHARING/EMPLOYEE VOLUNTARY SAVINGS PLAN, Form 5500 (2022)
Creator: HENKELS & MCCOY GROUP, INC.

Form 5500

FILING_RECEIVED

HENKELS & MCCOY GROUP, INC. PROFIT SHARING/EMPLOYEE VOLUNTARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENKELS & MCCOY GROUP, INC..

Plan sponsor

Name

HENKELS & MCCOY GROUP, INC.

EIN

81-0888039

Address

985 JOLLY ROAD · BLUE BELL, PA · 19422

Phone

(215) 283-7840

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-27

Filed

2023-07-07

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	CONSULTANT	$31K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090	Common Collective Trust	$0	—

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