Original filing (PDF)20251014094541NAL0005328866001

Hansel Enterprises, Inc.

Name: Hansel Enterprises, Inc. — Hansel Dealerships' Group, Form 5500 (2024)
Creator: Hansel Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hansel Dealerships' Group Salary Savings Plan

401(k) retirement plan · Hansel Enterprises, Inc.'s Hansel Dealerships' Group Salary Savings Plan held $46.9M in plan assets for 494 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

494

Accounts w/ balance

408

Plan assets (EOY)

$46.9M

Net assets (EOY)

$46.9M

How this plan invests

This plan

50 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANSEL ENTERPRISES, INC..

Plan sponsor

Name

HANSEL ENTERPRISES, INC.

EIN

94-2876864all filings

Address

1125 AUTO CENTER DR · PETALUMA, CA · 94952

Phone

(707) 769-2369

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

2025-10-14

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$10K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CROWE HORWATH	—	LOS ANGELES, CA	ACCOUNTANT	$16K	—
CROWE LLP	35-0921680

Investments

50 direct securities· $81.4M(100% of reported assets)

Mutual Funds

$45.5M

21 holdings

Other securities

$32.8M

23 holdings

Self-Directed Brokerage

$1.5M

1 holding

Bonds / Notes

$871K

1 holding

Common Collective Trusts

$478K

1 holding

Common Stocks

$310K

2 holdings

Cash / Money Market

$18K

1 holding

					% of plan
American Funds Washington Mutual Investors Fund #	Mutual Funds	—	—	$7.9M	16.9%
Fidelity Advisor New Insights Fund #	Mutual Funds	—	—	$7.0M	14.9%
AMERICAN WASHINGTON MUT INV MUTUAL FUNDS	Other securities	—	$3.9M	$5.5M	11.8%
American Funds New Economy Fund #	Mutual Funds	—	—	$5.4M	11.6%
FIDELITY ADVSR NEW INSIGHTS Z MUTUAL FUNDS	Mutual Funds	—	$3.5M	$5.0M	10.8%
American Funds EuroPacific Growth Fund #	Mutual Funds	—	—	$4.1M	8.7%
JP Morgan Government BD R6 #	Other securities	—	—	$3.0M	6.4%
JP MORGAN GOVERNMENT BD R6 GM MUTUAL FUNDS	Other securities	—	$3.2M	$3.0M	6.3%
AMERICAN EUROPACIFIC GR R4 MUTUAL FUNDS	Other securities	—	$2.7M	$2.9M	6.2%
Columbia Contrarian Core Fund #	Other securities	—	—	$2.6M	5.5%
COLUMBIAN CONTRARIAN CORE A GM MUTUAL FUNDS	Other securities	—	$2.1M	$2.5M	5.3%
AMERICAN WASHINGTON MUT INV GM MUTUAL FUNDS	Other securities	—	$2.4M	$2.4M	5.2%
FIDELITY ADV NEW INSIGHTS Z GM MUTUAL FUNDS	Mutual Funds	—	$1.5M	$2.0M	4.2%
Invesco Emerging Markets Fund #	Mutual Funds	—	—	$1.8M	3.9%
Vanguard Federal Money MKT INV #	Mutual Funds	—	—	$1.7M	3.7%
Macquarie Diversified Income Fund A #	Other securities	—	—	$1.7M	3.7%
MACQUARIE DIVERSIFIED INCM A MUTUAL FUNDS	Other securities	—	$1.7M	$1.6M	3.5%
Western Asset Core Plus Bond Fund #	Other securities	—	—	$1.6M	3.4%
WESTERN ASSET CORE PLUS I GM MUTUAL FUNDS	Other securities	—	$1.7M	$1.6M	3.3%
American Funds New Perspective #	Mutual Funds	—	—	$1.5M	3.2%
SELF-DIRECT ACCT OTHER ASSETS	Other securities	—	$1.5M	$1.5M	3.1%
Individual Brokerage Accounts Various Self-directed brokerage accounts #	Self-Directed Brokerage	—	—	$1.5M	3.1%
Lord Abbett Alpha Strategy Fund #	Mutual Funds	—	—	$1.3M	2.8%
LORD ABBETT ALPHA STRG CL A GM MUTUAL FUNDS	Mutual Funds	—	$1.2M	$1.3M	2.8%
Vanguard Federal INTL GRWT ADM CL S GM #	Mutual Funds	—	—	$1.3M	2.7%
VANGUARD FEDERAL MONEY MKT INV MONEY MARKET	Mutual Funds	—	$1.3M	$1.3M	2.7%
INVESCO EQV EMRG MRKT CP A GM MUTUAL FUNDS	Mutual Funds	—	$1.3M	$1.2M	2.6%
AMERICAN EUROPACIFIC R4-GM MUTUAL FUNDS	Other securities	—	$1.2M	$1.2M	2.6%
American Funds Capital World Bond Fund #	Mutual Funds	—	—	$1.2M	2.5%
9.50%, with maturities through 2053	Bonds / Notes	—	—	$871K	1.9%
ACCRUED INCOME ACCRUED INCOME 732 LOAN FUND LOANS	Other securities	—	$871K	$871K	1.9%
INVESCO EQV EMRG MRKTS AL CP A MUTUAL FUNDS	Mutual Funds	—	$569K	$580K	1.2%
VANGUARD FEDERAL MONEY INV GM MONEY MARKET	Mutual Funds	—	$479K	$479K	1.0%
ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS	Common Collective Trusts	—	$286K	$478K	1.0%
BlackRock Global Allocation Fund #	Other securities	—	—	$385K	0.8%
AMERICAN INC FD OF AMER R4 MUTUAL FUNDS	Common Stocks	—	$208K	$238K	0.5%
American Funds Income Fund of America #	Mutual Funds	—	—	$238K	0.5%
BNY Mellon Natural Resources Fund #	Other securities	—	—	$169K	0.4%
MACQUARIE DIVERSIFIED INCM A MUTUAL FUNDS	Other securities	—	$129K	$114K	0.2%
First Eagle Gold Fund #	Other securities	—	—	$109K	0.2%
COLUMBIAN CONTRARIAN CORE CL A MUTUAL FUNDS	Common Stocks	—	$54K	$72K	0.2%
BlackRock High Yield BD Port K #	Other securities	—	—	$71K	0.2%
WESTERN ASSET CORE PLUS CL I MUTUAL FUNDS	Other securities	—	$45K	$39K	<0.1%
JP MORGAN GOVERNMENT BD R6 MUTUAL FUNDS	Other securities	—	$32K	$30K	<0.1%
BLF FEDFUND MONEY MARKET	Cash / Money Market	—	$18K	$18K	<0.1%
PIMCO REAL RETURN BD FD CL A MUTUAL FUNDS	Mutual Funds	—	$14K	$13K	<0.1%
LORD ABBETT ALPHA STRG FD CL A MUTUAL FUNDS	Mutual Funds	—	$12K	$13K	<0.1%
PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS	Other securities	—	$9K	$10K	<0.1%
Vanguard Federal INTL GRWT FD ADM CLAS #	Mutual Funds	—	—	$10K	<0.1%
Macquarie Small Cap Value Fund #	Other securities	—	—	$2K	<0.1%