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Original filing (PDF)20250627173904NAL0014415968001
HARNISH GROUP INC.
Form 5500
FILING_RECEIVED
HARNISH GROUP INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,232
Accounts w/ balance
1,636
Plan assets (EOY)
$253.2M
Net assets (EOY)
$253.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARNISH GROUP INC..
Plan sponsor
Name
HARNISH GROUP INC.
EIN
91-1978007
Address
17035 WEST VALLEY HIGHWAY · TUKWILA, WA · 98124
Phone
(425) 251-9804
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
2025-06-27
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE WEALTH MANAGEMENT | — | BILLINGS, MT | NONE | $137K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | — | NONE | $120K | — |
| VERUS ADVISORY, INC. | — | SEATTLE, WA | NONE | $58K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $38K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
22 direct securities· $243.4M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX INSTITUTIONAL Registered Investment Company | — | — | — | $48.3M | 19.1% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $30.1M | 11.9% | |
| VANGUARD BALANCED INDEX FUND - INST'L Registered Investment Company | — | — | — | $28.9M | 11.4% | |
| VANGUARD SMALL CAP INDEX I Registered Investment Company | — | — | — | $15.2M | 6.0% | |
| VANGUARD VALUE INDEX I Registered Investment Company | — | — | — | $14.3M | 5.6% | |
| of December 31, 2024 ** t | — | — | — | $12.7M | 5.0% | |
| DFA WORLD EX US CORE EQUITY INSTL Registered Investment Company | — | — | — | $12.5M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2030 FUND I Registered Investment Company | — | — | — | $9.4M | 3.7% | |
| VANGUARD TOTAL BOND MARKET INDEX INST Registered Investment Company | — | — | — | $9.2M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2045 FUND I Registered Investment Company | — | — | — | $8.9M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2035 FUND I Registered Investment Company | — | — | — | $7.9M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2055 FUND I Registered Investment Company | — | — | — | $7.6M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2050 FUND I Registered Investment Company | — | — | — | $7.2M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2040 FUND I Registered Investment Company | — | — | — | $6.7M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2060 FUND I Registered Investment Company | — | — | — | $5.8M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2025 FUND I Registered Investment Company | — | — | — | $5.5M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2020 FUND I Registered Investment Company | — | — | — | $3.9M | 1.5% | |
| maturities through August 2039 - | — | — | — | $3.7M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2065 FUND I Registered Investment Company | — | — | — | $2.4M | 0.9% | |
| SCHWAB SDB Brokerage Accounts | — | — | — | $1.8M | 0.7% | |
| T. ROWE PRICE RETIREMENT BALANCED FUND I Registered Investment Company | — | — | — | $1.5M | 0.6% | |
| SCHWAB SDB ROTH Brokerage Accounts | — | — | — | $2K | <0.1% |
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