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Original filing (PDF)20251006134318NAL0003484209001
HANGER, INC.
Form 5500
FILING_RECEIVED
HANGER, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
6,847
Accounts w/ balance
9,197
Plan assets (EOY)
$709.2M
Net assets (EOY)
$709.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 11 bps in Schedule C fees — 85% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANGER, INC..
Plan sponsor
Name
HANGER, INC.
EIN
84-0904275
Address
10910 DOMAIN DRIVE · SUITE 300 · AUSTIN, TX · 78758
Phone
(512) 777-3716
Industry
Health Care & Social Assistancesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $503K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | INVESTMENT ADVISOR | $169K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $90K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | INSURANCE AGENT/BROKER | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | 75-0786316 | — | ACCOUNTANT/AUDITOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 6 pooled funds· $719.9M(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
$633.8M
30 holdings
Common Collective Trust
$86.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom K 2035 Fund Mutual fund - | — | — | — | $85.6M | 12.1% | |
| Fidelity Freedom K 2040 Fund Mutual fund - | — | — | — | $77.5M | 10.9% | |
| Fidelity Freedom K 2030 Fund Mutual fund - | — | — | — | $73.1M | 10.3% | |
| Fidelity Freedom K 2045 Fund Mutual fund - | — | — | — | $56.5M | 8.0% | |
| Fidelity 500 Index Mutual fund - | — | — | — | $52.3M | 7.4% | |
| Fidelity Freedom K 2050 Fund Mutual fund - | — | — | — | $51.5M | 7.3% | |
| Fidelity Freedom K 2025 Fund Mutual fund - | — | — | — | $49.1M | 6.9% | |
| Fidelity Freedom K 2055 Fund Mutual fund - | — | — | — | $28.9M | 4.1% | |
| CB LARGE CAP GRTH R2 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 183 | Common Collective Trust | — | — | $28.9M | 4.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21.9M | 3.1% | |
| Fidelity Freedom K 2020 Fund Mutual fund - | — | — | — | $21.7M | 3.1% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual fund - | — | — | — | $19.1M | 2.7% | |
| BlackRock Equity Dividend Fund Institutional Shares Mutual fund - | — | — | — | $13.2M | 1.9% | |
| BNYM SL SMCP 600 IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 338 | Common Collective Trust | — | — | $13.1M | 1.9% | |
| Fidelity Freedom K 2060 Fund Mutual fund - | — | — | — | $12.7M | 1.8% | |
| Victory Sycamore Established Value Fund Class Y Mutual fund - | — | — | — | $12.4M | 1.7% | |
| JPMorgan Core Plus Bond Fund Class I Mutual fund - | — | — | — | $9.8M | 1.4% | |
| CONGRESS MDCPGR FNDR CONGRESS MID CAP GROWTH FUND · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $9.2M | 1.3% | |
| Congress Mid Cap Growth CIT - Founders Class Collective investment trust - | — | — | — | $9.2M | 1.3% | |
| Various maturity dates and interest * Notes receivable from participants rate ranging from 3.25% to 10.00% - | — | — | — | $9.1M | 1.3% | |
| Schroder International Alpha Trust Class H1 Collective investment trust - | — | — | — | $7.8M | 1.1% | |
| SCHRODER INTL ALP H1 SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $7.8M | 1.1% | |
| BlackRock High Yield Bond Portfolio Institutional Shares Mutual fund - | — | — | — | $7.5M | 1.1% | |
| Fidelity Freedom K 2015 Fund Mutual fund - | — | — | — | $6.2M | 0.9% | |
| Fidelity Total International Index Fund Mutual fund - | — | — | — | $5.8M | 0.8% | |
| BNYM Mellon SL Mid Cap Stock Index Fund Class Institutional Collective investment trust - | — | — | — | $5.1M | 0.7% | |
| BNYM SL MDCP STK IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 236 | Common Collective Trust | — | — | $5.1M | 0.7% | |
| Hartford Schroders Emerging Markets Equity Fund Class SDR Mutual fund - | — | — | — | $4.8M | 0.7% | |
| Fidelity U.S. Bond Index Fund Mutual fund - | — | — | — | $4.6M | 0.6% | |
| Fidelity Freedom K 2065 Fund Mutual fund - | — | — | — | $3.0M | 0.4% | |
| Invesco Equity and Income Fund R5 Class Mutual fund - | — | — | — | $2.3M | 0.3% | |
| Self-Directed Brokerage Account Fidelity brokerage link - | — | — | — | $1.8M | 0.3% | |
| Fidelity Freedom K 2010 Fund Mutual fund - | — | — | — | $1.5M | 0.2% | |
| Fidelity Freedom K Income Fund Mutual fund - | — | — | — | $1.3M | 0.2% | |
| Fidelity Government Money Market Fund Money market account - | — | — | — | $467K | <0.1% | |
| Fidelity Freedom K 2070 Fund Mutual fund - | — | — | — | $7K | <0.1% |