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Original filing (PDF)20251014160649NAL0006796498001
HAWK RIDGE SYSTEMS
Form 5500
FILING_RECEIVED
HAWK RIDGE SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
372
Accounts w/ balance
443
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWK RIDGE SYSTEMS.
Plan sponsor
Name
HAWK RIDGE SYSTEMS
EIN
94-3382356
Address
575 CLYDE STE 420 · MOUNTAIN VIEW, CA · 94043
Phone
(510) 482-6110
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
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
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $46K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | — | CHARLOTTE, NC | CONTRACT ADMIN | $4K | — |
Investments
40 direct securities· $22.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY MODERATE GROWTH Mutual Fund | — | — | — | $2.7M | 12.0% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $2.5M | 11.1% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $1.8M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $1.7M | 7.5% | |
| T. ROWE PRICE GROWTH STOCK I Mutual Fund | — | — | — | $1.3M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $1.3M | 5.5% | |
| VANGUARD TOTAL STOCK MKT IDX ADM Mutual Fund | — | — | — | $1.2M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $1.1M | 4.9% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $956K | 4.2% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $642K | 2.8% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Fund | — | — | — | $573K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | — | — | — | $558K | 2.4% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $553K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $535K | 2.3% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | — | — | — | $518K | 2.3% | |
| VANGUARD LIFESTRATEGY GROWTH INV Mutual Fund | — | — | — | $450K | 2.0% | |
| VANGUARD FEDERAL MONEY MARKET INV Money Market Fund | — | — | — | $409K | 1.8% | |
| DFA EMERGING MARKETS I Mutual Fund | — | — | — | $388K | 1.7% | |
| VANGUARD EQUITY-INCOME ADM Mutual Fund | — | — | — | $354K | 1.6% | |
| maturing through August 2051 0 | — | — | — | $345K | 1.5% | |
| VANGUARD SHORT-TERM BOND INDEX ADM Mutual Fund | — | — | — | $296K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund | — | — | — | $284K | 1.2% | |
| JANUS HENDERSON ENTERPRISE N Mutual Fund | — | — | — | $278K | 1.2% | |
| VANGUARD DIVIDEND GROWTH INV Mutual Fund | — | — | — | $273K | 1.2% | |
| JPMORGAN CORE PLUS BOND R6 Mutual Fund | — | — | — | $224K | 1.0% | |
| JPMORGAN SMALL CAP GROWTH R6 Mutual Fund | — | — | — | $208K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $149K | 0.7% | |
| DODGE & COX INTERNATIONAL STOCK - I Mutual Fund | — | — | — | $140K | 0.6% | |
| PIMCO COMMODITY REAL RET STRAT INSTL Mutual Fund | — | — | — | $131K | 0.6% | |
| JPMORGAN MID CAP VALUE R6 Mutual Fund | — | — | — | $115K | 0.5% | |
| COLUMBIA STRATEGIC INCOME INSTL 3 Mutual Fund | — | — | — | $113K | 0.5% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Fund | — | — | — | $112K | 0.5% | |
| PRINCIPAL GLOBAL REAL ESTATE SEC R6 Mutual Fund | — | — | — | $94K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | — | — | — | $93K | 0.4% | |
| DFA US SMALL CAP VALUE I Mutual Fund | — | — | — | $90K | 0.4% | |
| PIMCO REAL RETURN INSTL Mutual Fund | — | — | — | $89K | 0.4% | |
| VANGUARD LIFESTRATEGY INCOME INV Mutual Fund | — | — | — | $63K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $38K | 0.2% | |
| FEDERATED HERMES TOTAL RTRN GOVT BOND R6 Mutual Fund | — | — | — | $28K | 0.1% | |
| VANGUARD LIFESTRATEGY CNSRV GR INV Mutual Fund | — | — | — | $23K | 0.1% |
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