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Original filing (PDF)20251014100139NAL0003564672001
HARDER MECHANICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
476
Plan assets (EOY)
$110.2M
Net assets (EOY)
$110.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 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 HARDER MECHANICAL CONTRACTORS, INC..
Plan sponsor
Name
HARDER MECHANICAL CONTRACTORS, INC.
EIN
93-0525328
Address
2148 NE MARTIN LUTHER KING JR BLVD · PORTLAND, OR · 97212
Phone
(503) 281-1112
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $54K | — |
| SLOY DAHL & HOLST LLC | 93-0989022 | — | NONE | $32K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $29K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $24K | — |
| STOKER OSTLER WEALTH ADVISORS | 86-0862232 | — | NONE | $21K | — |
Investments
15 direct securities · 13 pooled funds· $104.8M(95% 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
$73.2M
15 holdings
Common Collective Trust
$31.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement Account Self-Directed Brokerage Accounts | — | — | — | $23.3M | 21.2% | |
| Schwab S&P 500 Index Inv Registered Investment Company | — | — | — | $16.1M | 14.7% | |
| Fidelity Large Cap Growth Index Registered Investment Company | — | — | — | $13.4M | 12.1% | |
| MORLEY STABLE VALUE FUND CL 25 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.4M | 5.8% | |
| SCHWAB MANAGED RETIREMENT 2030 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $6.2M | 5.6% | |
| SCHWAB MANAGED RETIREMENT 2050 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $5.4M | 4.9% | |
| Fidelity International Index Registered Investment Company | — | — | — | $4.8M | 4.3% | |
| SCHWAB MANAGED RETIREMENT 2060 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $3.7M | 3.4% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $3.5M | 3.2% | |
| PIMCO Total Return Fund Class D Registered Investment Company | — | — | — | $3.2M | 2.9% | |
| Vanguard Small Cap Growth Index Adm Registered Investment Company | — | — | — | $2.8M | 2.6% | |
| Vanguard Mid Cap Growth Index Adm Registered Investment Company | — | — | — | $2.8M | 2.5% | |
| SCHWAB MANAGED RETIREMENT 2045 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.3M | 2.1% | |
| SCHWAB MANAGED RETIREMENT 2040 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $2.2M | 2.0% | |
| SCHWAB MANAGED RETIREMENT 2055 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| SCHWAB MANAGED RETIREMENT 2020 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| SCHWAB MANAGED RETIREMENT 2010 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.9% | |
| SCHWAB MANAGED RETIREMENT 2035 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $934K | 0.8% | |
| Vanguard Balanced Index Adm Registered Investment Company | — | — | — | $802K | 0.7% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $723K | 0.7% | |
| percent with maturity dates through 2054 - 0 - | — | — | — | $630K | 0.6% | |
| Permanent Portfolio Registered Investment Company | — | — | — | $338K | 0.3% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $322K | 0.3% | |
| Vanguard Mid Cap Value Index Adm Registered Investment Company | — | — | — | $317K | 0.3% | |
| SCHWAB MANAGED RETIREMENT 2025 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $231K | 0.2% | |
| Vanguard Small Cap Value Index Adm Registered Investment Company | — | — | — | $111K | 0.1% | |
| SCHWAB MANGED RETIREMENT INC CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $67K | <0.1% | |
| SCHWAB MANAGED RETIREMENT 2015 CLIV CHARLES SCHWAB · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $1K | <0.1% |