Original filing (PDF)20251015161035NAL0010564882001

HD FOWLER COMPANY

Name: HD FOWLER COMPANY — HD FOWLER COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: HD FOWLER COMPANY

Form 5500

FILING_RECEIVED

HD FOWLER COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

632

Accounts w/ balance

764

Plan assets (EOY)

$111.3M

Net assets (EOY)

$111.3M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HD FOWLER COMPANY.

Plan sponsor

Name

HD FOWLER COMPANY

EIN

91-0534909

Address

3633 136TH PLACE SE · SUITE 100 · BELLEVUE, WA · 98006

Phone

(425) 746-8400

Industry

Wholesale Tradesee 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

2025-10-15

Pension benefit codes

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

SWEENEY CONRAD, P.S.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$68K	—

Investments

21 direct securities· $111.3M(100% of reported assets)

Other securities

$109.8M

20 holdings

Cash / Money Market

$1.5M

1 holding

					% of plan
Party- Identity of issue, borrower, including maturity date, in- lessor, or other rate of interest, collateral, Current interest similar party par, or maturity value Vanguard 500 Index Admiral Fund Mutual Fund	Other securities	—	—	$20.4M	18.3%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$9.7M	8.7%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$9.3M	8.3%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$8.8M	7.9%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$8.8M	7.9%
Fidelity Contrafund Mutual Fund	Other securities	—	—	$8.5M	7.7%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$6.6M	6.0%
Fidelity Global Ex US Index Fund Mutual Fund	Other securities	—	—	$5.2M	4.6%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$4.8M	4.3%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$4.6M	4.2%
Vanguard Total Bond Market Index Fund Mutual Fund	Other securities	—	—	$4.6M	4.1%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$4.0M	3.6%
Vanguard Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$3.4M	3.0%
Fidelity Extended Market Index Fund Mutual Fund	Other securities	—	—	$3.3M	3.0%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$2.5M	2.2%
Notes receivable from participants Mature through 2038, with	Other securities	—	—	$2.0M	1.8%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$1.5M	1.4%
Fidelity Money Market Fund Mutual Fund	Cash / Money Market	—	—	$1.5M	1.3%
Vanguard High-Yield Corporate Admiral Fund Mutual Fund	Other securities	—	—	$1.3M	1.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Other securities	—	—	$373K	0.3%
Vanguard Target Retirement 2070 Fund Mutual Fund	Other securities	—	—	$91K	<0.1%