How big is Hanna Andersson, LLC's plan?

Hanna Andersson, LLC's plan reported $23.9M in assets and 446 participants for 2024.

Original filing (PDF)20251014172432NAL0001701091001

Hanna Andersson, LLC

Name: Hanna Andersson, LLC — Hanna Andersson, LLC 401(k), Form 5500 (2024)
Creator: Hanna Andersson, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hanna Andersson, LLC 401(k) Plan

401(k) retirement plan · Hanna Andersson, LLC's Hanna Andersson, LLC 401(k) Plan held $23.9M in plan assets for 446 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

446

Accounts w/ balance

623

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

People on this filing

Jillian Kereczman signed Hanna Andersson, LLC's 2024 Form 5500 as plan administrator.

Jillian Kereczman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hanna Andersson, LLC's EIN is 94-3381261.

EIN 94-3381261

Plan number 003

Plan year 2024

ACK ID 20251014172432NAL0001701091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hanna Andersson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hanna Andersson, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANNA ANDERSSON, LLC.

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How this plan invests

This plan

24 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

Delinquent participant contributions reported (Schedule H 4a) — 128K (5% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

HANNA ANDERSSON, LLC

EIN

all filings

Address

608 NE 19TH AVENUE · PORTLAND, OR · 972322832

Phone

(503) 242-0920

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$68K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PERKINS & COMPANY, P.C.	93-0928924	—	ACCOUNTANT/AUDITOR	$16K	—

Investments

24 direct securities· $23.9M(100% of reported assets)

Mutual Funds

$21.5M

17 holdings

Common Collective Trusts

$1.9M

3 holdings

Other securities

$354K

3 holdings

Bonds / Notes

$117K

1 holding

					% of plan
Vanguard Institutional Target Retirement 2045 Fund Mutual fund a	Mutual Funds	—	—	$3.3M	13.9%
Vanguard Institutional Target Retirement 2030 Fund Mutual fund a	Mutual Funds	—	—	$2.7M	11.2%
Vanguard Institutional Target Retirement 2035 Fund Mutual fund a	Mutual Funds	—	—	$2.7M	11.1%
Vanguard Institutional Target Retirement 2050 Fund Mutual fund a	Mutual Funds	—	—	$2.4M	9.9%
Fidelity Growth Company Fund Class K Mutual fund a	Mutual Funds	—	—	$2.3M	9.4%
Vanguard Institutional Target Retirement 2040 Fund Mutual fund a	Mutual Funds	—	—	$2.2M	9.2%
Vanguard Institutional Target Retirement 2055 Fund Mutual fund a	Mutual Funds	—	—	$1.7M	7.0%
Vanguard Institutional Target Retirement 2025 Fund Mutual fund a	Mutual Funds	—	—	$1.5M	6.1%
Fidelity 500 Index Fund Mutual fund a	Common Collective Trusts	—	—	$1.4M	5.9%
Vanguard Institutional Target Retirement 2060 Fund Mutual fund a	Mutual Funds	—	—	$925K	3.9%
Vanguard Institutional Target Retirement 2020 Fund Mutual fund a	Mutual Funds	—	—	$791K	3.3%
Vanguard Windsor Admiral Mutual fund a	Mutual Funds	—	—	$333K	1.4%
Vanguard Federal Money Market Fund Money market mutual fund a	Mutual Funds	—	—	$280K	1.2%
Fidelity International Index Fund Mutual fund a	Common Collective Trusts	—	—	$237K	1.0%
Franklin Small Cap Growth R6 Mutual fund a	Mutual Funds	—	—	$236K	1.0%
Fidelity Extended Market Index Fund Mutual fund a	Common Collective Trusts	—	—	$226K	0.9%
Vanguard Institutional Target Retirement Income Fund Mutual fund a	Mutual Funds	—	—	$211K	0.9%
PGIM Total Return Bond Fund - Class R6 Mutual fund a	Other securities	—	—	$163K	0.7%
American Beacon Small Cap Value Fund R6 Class Mutual fund a	Other securities	—	—	$135K	0.6%
Vanguard Institutional Target Retirement 2065 Fund Mutual fund a	Mutual Funds	—	—	$125K	0.5%
Participant loans Interest 5.25% - 10.50% -	Bonds / Notes	—	—	$117K	0.5%
Cohen & Steers Institutional Realty Shares Mutual fund a	Other securities	—	—	$55K	0.2%
DFA World ex U.S. Value Port Institution Class Mutual fund a	Mutual Funds	—	—	$28K	0.1%
Fidelity US Bond Index Mutual fund a	Mutual Funds	—	—	$5K	<0.1%