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Original filing (PDF)20231016171633NAL0026299667001
HERMETIC SOLUTIONS GROUP
Form 5500
FILING_RECEIVED
HERMETIC SOLUTIONS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
860
Accounts w/ balance
837
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 90% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERMETIC SOLUTIONS GROUP.
Plan sponsor
Name
HERMETIC SOLUTIONS GROUP
EIN
93-1044404
Address
434 OLDS STATION ROAD · WENATCHEE, WA · 98801
Phone
(509) 667-9600
Industry
Manufacturingsee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
LAWRENCEVILLE, GA
Phone
—
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COOPER SAVAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $128K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $34K | — |
| COOPER SAVAS LLC | 27-5169748 | — | CONTRACT ADMINISTRATOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN T | 95-4345526 | — | ACCOUNTANT | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
5 pooled funds· $4.2M(13% 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.
Pooled Separate Account
$2.7M
3 holdings
Common Collective Trust
$1.5M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $2.2M | 6.7% |
| BLACKROCK MID CAP EQ IDX CI R WILMINGTON TRUST · EIN 20-3802587 / PN 003 | Common Collective Trust | $824K | 2.5% |
| BLACKROCK RUSS 2000 IDX CI R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $699K | 2.1% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | $402K | 1.2% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $45K | 0.1% |
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