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Original filing (PDF)20250905111043NAL0017139473001
STRONG & HANNI, P.C.
Form 5500
FILING_RECEIVED
STRONG & HANNI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
194
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRONG & HANNI, P.C..
Plan sponsor
Name
STRONG & HANNI, P.C.
EIN
87-0404056
Address
102 SOUTH 200 EAST · SUITE 800 · SALT LAKE CITY, UT · 84111
Phone
(801) 532-7080
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $57K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $44K | — |
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $2K | — |
| CHARLES SCHWAB TRUST | 42-1558009 | — | NONE | $0 | — |
Investments
28 direct securities · 2 pooled funds· $47.0M(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
$40.5M
28 holdings
Common Collective Trust
$6.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $8.5M | 19.9% | |
| BlackRock Russ 1k Gro Idx CIT R Common Collective Trust N/A | — | — | — | $5.5M | 12.7% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $5.5M | 12.7% | |
| MFS International Growth R6 Mutual Fund N/A | — | — | — | $3.8M | 8.9% | |
| MFS Value R6 Mutual Fund N/A | — | — | — | $3.8M | 8.8% | |
| Vanguard Wellington Adm Mutual Fund N/A | — | — | — | $3.2M | 7.6% | |
| Harbor Bond Instl Mutual Fund N/A | — | — | — | $2.9M | 6.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $2.3M | 5.3% | |
| Standard Stable Asset Guaranteed Investment Contract N/A | — | — | — | $2.1M | 4.8% | |
| Janus Henderson Triton N Mutual Fund N/A | — | — | — | $2.0M | 4.6% | |
| T.Rowe Price Mid-Cap Value I Mutual Fund N/A | — | — | — | $1.6M | 3.8% | |
| NUVEEN LIFECYCLE INDEX CIT SERIES NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| Columbia Mid Cap Idx Instl 2 Mutual Fund N/A | — | — | — | $770K | 1.8% | |
| Hartford Schroders InStk SDR Mutual Fund N/A | — | — | — | $738K | 1.7% | |
| Cohen & Steers Instl Realty Mutual Fund N/A | — | — | — | $509K | 1.2% | |
| PIMCO Income Instl Mutual Fund N/A | — | — | — | $480K | 1.1% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | — | — | — | $406K | 0.9% | |
| Nuveen TIAA LifecycIdx40 CIT J Common Collective Trust N/A | — | — | — | $393K | 0.9% | |
| American Century Emrg Mkt R6 Mutual Fund N/A | — | — | — | $347K | 0.8% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 3.25% - 8.50% - | — | — | — | $280K | 0.7% | |
| Vanguard Inflat Prot Sec Adm Mutual Fund N/A | — | — | — | $197K | 0.5% | |
| Nuveen TIAA LifecycIdx50 CIT J Common Collective Trust N/A | — | — | — | $175K | 0.4% | |
| Nuveen TIAA LifecycIdx60 CIT J Common Collective Trust N/A | — | — | — | $125K | 0.3% | |
| Nuveen TIAA LifecycIdx35 CIT J Common Collective Trust N/A | — | — | — | $100K | 0.2% | |
| Nuveen TIAA LifecycIdx55 CIT J Common Collective Trust N/A | — | — | — | $95K | 0.2% | |
| Nuveen TIAA LifecycIdx30 CIT J Common Collective Trust N/A | — | — | — | $89K | 0.2% | |
| Nuveen TIAA LifecycIdx45 CIT J Common Collective Trust N/A | — | — | — | $58K | 0.1% | |
| Nuveen TIAA LifecycIdx25 CIT J Common Collective Trust N/A | — | — | — | $47K | 0.1% | |
| Allspring Specl SmCap Val R6 Mutual Fund N/A | — | — | — | $30K | <0.1% | |
| Nuveen TIAA LifecycIdx65 CIT J Common Collective Trust N/A | — | — | — | $20K | <0.1% |