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Original filing (PDF)20251015152936NAL0010390162001
HUFFY HOLDINGS INC.
Form 5500
FILING_RECEIVED
HUFFY HOLDINGS SAVINGS PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
228
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
24 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 HUFFY HOLDINGS INC..
Plan sponsor
Name
HUFFY HOLDINGS INC.
EIN
82-4842674
Address
8877 GANDER CREEK DRIVE · MIAMISBURG, OH · 45342
Phone
(909) 497-2183
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $38K | — |
Investments
12 direct securities · 13 pooled funds· $20.6M(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.
Common Collective Trust
$13.1M
12 holdings
Uncategorized
$7.4M
12 holdings
Pooled Separate Account
$81K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM TARGET DATE 2035 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $3.3M | 16.2% | |
| PGIM TARGET DATE 2030 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $3.1M | 14.9% | |
| Fidelity 500 Index Fund Registered investment company | — | — | — | $2.5M | 12.1% | |
| PGIM TARGET DATE 2040 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $1.9M | 9.2% | |
| MFS Growth Fund Registered investment company | — | — | — | $1.5M | 7.2% | |
| PGIM TARGET DATE 2045 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| PGIM TARGET DATE 2020 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $1.0M | 5.0% | |
| PGIM TARGET DATE 2025 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $817K | 4.0% | |
| Empower Guaranteed Income Fund Guaranteed investment contract | — | — | — | $799K | 3.9% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $674K | 3.3% | |
| Eaton Vance Atlanta Capital SMID Cap Fund Registered investment company | — | — | — | $628K | 3.0% | |
| PGIM TARGET DATE INCOME INSTITUTION GREAT GRAY TRUST · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $554K | 2.7% | |
| PGIM TARGET DATE 2050 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $537K | 2.6% | |
| Fidelity International Index Fund Registered investment company | — | — | — | $455K | 2.2% | |
| PGIM TARGET DATE 2055 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $395K | 1.9% | |
| Notes receivable from participants Interest from 4.25% to 9.50% and $ - | — | — | — | $297K | 1.4% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $262K | 1.3% | |
| PGIM TARGET DATE 2060 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $215K | 1.0% | |
| JPMorgan Equity Income Fund Registered investment company | — | — | — | $116K | 0.6% | |
| PGIM TARGET DATE 2065 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $110K | 0.5% | |
| Principal Real Estate Securities Fund Registered investment company | — | — | — | $98K | 0.5% | |
| INTERNATIONAL GROWTH / ARTISAN PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | — | $81K | 0.4% | |
| Western Asset Core Plus Bond Fund Registered investment company | — | — | — | $79K | 0.4% | |
| Calvert Small Cap Fund Registered investment company | — | — | — | $35K | 0.2% | |
| PGIM TARGET DATE 2015 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $959 | <0.1% |
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