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Original filing (PDF)20251015123839NAL0006277072001
HERMANSON COMPANY, LLP
Form 5500
FILING_RECEIVED
EAGLE 2 ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
232
Accounts w/ balance
319
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERMANSON COMPANY, LLP.
Plan sponsor
Name
HERMANSON COMPANY, LLP
EIN
91-2014499
Address
1221 SECOND AVENUE NORTH · KENT, WA · 98032
Phone
(206) 575-9700
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $43K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | OTHER FEES | $5K | — |
| BENSLER, LLC | 71-1004774 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $41.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$36.0M
36 holdings
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $6.3M | 18.2% | |
| ST STR NASDAQ-100 INDX NL SRS FD M SSGA FUNDS MANAGEMENT INC · EIN 90-0337987 / PN 101 | Common Collective Trust | — | — | $5.4M | 15.7% | |
| St Str Nas 100 Indx NL Srs F M Common Collective Trust | — | — | — | $5.4M | 15.7% | |
| TRwPr Retirement 2030 Fund I Registered Investment Company | — | — | — | $2.7M | 8.0% | |
| (Held at End of Year) EAGLE 2 ENTERPRISES, LLC EIN#99-4834084 Plan# 001 TRwPr Retirement 2045 Fund I Registered Investment Company | — | — | — | $1.8M | 5.3% | |
| TRwPr Retirement 2050 Fund I Registered Investment Company | — | — | — | $1.8M | 5.3% | |
| Dodge & Cox Income Fund I Pooled Separate Account | — | — | — | $1.5M | 4.4% | |
| American Funds Europacific Growth Pooled Separate Account | — | — | — | $1.4M | 4.0% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | — | $1.2M | 3.6% | |
| T. Rowe Price Retirement I 2040 I Class Pooled Separate Account | — | — | — | $1.2M | 3.5% | |
| Fidelity International Index Fund Pooled Separate Account | — | — | — | $978K | 2.8% | |
| TRwPr Retirement 2055 Fund I Registered Investment Company | — | — | — | $870K | 2.5% | |
| Blackrock High Yield Bond Portfolio Fund Pooled Separate Account | — | — | — | $854K | 2.5% | |
| Neuber Berm Lg Cap Val Fd Inst Pooled Separate Account | — | — | — | $831K | 2.4% | |
| T. Rowe Price Retirement I 2060 I Class Pooled Separate Account | — | — | — | $716K | 2.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $707K | 2.1% | |
| Fidelity Small Cap Index Fund Pooled Separate Account | — | — | — | $707K | 2.1% | |
| Voya Fixed Account Guaranteed Interest Account | — | — | — | $682K | 2.0% | |
| TRwPr Retirement 2035 Fund I Registered Investment Company | — | — | — | $616K | 1.8% | |
| Macquarie Mid Cap Growth R6 Pooled Separate Account | — | — | — | $572K | 1.7% | |
| Baron Small Cap Fund R6 Pooled Separate Account | — | — | — | $526K | 1.5% | |
| DFA Emerging Markets Pt Ins Pooled Separate Account | — | — | — | $510K | 1.5% | |
| Undiscovered Managers Behavioral Value Fund Pooled Separate Account | — | — | — | $460K | 1.3% | |
| Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company | — | — | — | $460K | 1.3% | |
| American Funds Balanced Fund Pooled Separate Account | — | — | — | $435K | 1.3% | |
| TRwPr Retirement 2020 Fund I Registered Investment Company | — | — | — | $397K | 1.2% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company | — | — | — | $366K | 1.1% | |
| Allspring Special Mid Cap Value Fd R6 Pooled Separate Account | — | — | — | $366K | 1.1% | |
| TRwPr Retirement 2025 Fund I Registered Investment Company | — | — | — | $340K | 1.0% | |
| Participant Loans 2029 -0- | — | — | — | $297K | 0.9% | |
| Blackrock Infl Prt Bond Port K Pooled Separate Account | — | — | — | $250K | 0.7% | |
| Vanguard Glb Wellington Fd Adm Pooled Separate Account | — | — | — | $250K | 0.7% | |
| T. Rowe Price Retirement I 2065 I Class Pooled Separate Account | — | — | — | $143K | 0.4% | |
| PIMCO Intl Bd Fd (US DI-Hdg) I Pooled Separate Account | — | — | — | $86K | 0.2% | |
| TRwPr Retirement 2015 Fund I Registered Investment Company | — | — | — | $73K | 0.2% | |
| Voya Government Money Market Fund A Pooled Separate Account | — | — | — | $14K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $14K | <0.1% |
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