How big is Hattenhauer Distributing Co.'s plan?

Hattenhauer Distributing Co.'s plan reported $2.8M in assets and 113 participants for 2024.

Original filing (PDF)20251009100956NAL0010732272001

Hattenhauer Distributing Co.

Name: Hattenhauer Distributing Co. — Hattenhauer, Form 5500 (2024)
Creator: Hattenhauer Distributing Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hattenhauer Distributing Profit Sharing Plan

Defined-contribution retirement plan · Hattenhauer Distributing Co.'s Hattenhauer Distributing Profit Sharing Plan held $2.8M in plan assets for 113 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

37% in single holding

Active participants

113

Accounts w/ balance

126

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Hattenhauer Distributing Co.'s EIN is 93-0962905.

EIN 93-0962905

Plan number 001

Plan year 2024

ACK ID 20251009100956NAL0010732272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hattenhauer Distributing Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hattenhauer Distributing Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HATTENHAUER DISTRIBUTING CO.

EIN

all filings

Address

P.O. BOX 1397 · THE DALLES, OR · 97058

Phone

(541) 296-3515

Industry

Retail Trade

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	82-4555287	—	RECORDKEEPER	$825	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZUNA, LLC	84-3327226	—	INVESTMENT ADVISOR	$11K	—

Investments

28 direct securities· $2.4M(87% of reported assets)

Mutual Funds

$2.4M

16 holdings

Other securities

$49K

12 holdings

					% of plan
American Funds 2035 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$904K	32.4%
American Funds 2040 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$498K	17.8%
American Funds 2030 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$241K	8.6%
American Funds 2025 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$226K	8.1%
American Funds 2050 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$129K	4.6%
American Funds 2045 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$112K	4.0%
American Funds 2060 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$107K	3.8%
American Funds 2055 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$45K	1.6%
American Funds 2065 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$36K	1.3%
American Funds 2020 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$35K	1.3%
American Funds U.S. Government Money Market Fund R-3 Mutual Fund	Mutual Funds	—	—	$31K	1.1%
The Growth Fund of America - R3 Mutual Fund	Other securities	—	—	$16K	0.6%
Washington Mutual Investors Funds - R3 Mutual Fund	Other securities	—	—	$6K	0.2%
International Growth and Income Fund - R3 Mutual Fund	Other securities	—	—	$6K	0.2%
Capital World Growth Income Fund - R3 Mutual Fund	Other securities	—	—	$5K	0.2%
American Funds Global Insight Fund - R3 Mutual Fund	Mutual Funds	—	—	$3K	0.1%
American Funds International Vantage Fund - R3 Mutual Fund	Mutual Funds	—	—	$3K	0.1%
American Funds 2015 Target Date Retirement Fund - R3 Mutual Fund	Mutual Funds	—	—	$3K	0.1%
SMALLCAP World Fund - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
New Perspective Fund - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
Short-Term Bond Fund of America - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
Intermediate Bond Fund of America - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
U.S. Government Securities Fund - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
American Funds Mortgage Fund - R3 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
The Bond Fund of America - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
American Funds Emerging Markets Bond Fund - R3 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Capital World Bond Fund - R3 Mutual Fund	Other securities	—	—	$2K	<0.1%
EuroPacific Growth Fund - R3 Mutual Fund	Other securities	—	—	$1K	<0.1%