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Original filing (PDF)20251013184545NAL0002575360001
HASA, INC.
Form 5500
FILING_RECEIVED
HASA, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
661
Accounts w/ balance
301
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HASA, INC..
Plan sponsor
Name
HASA, INC.
EIN
95-2302297
Address
25152 SPRINGFIELD CT. SUITE 300 · VALENCIA, CA · 91355
Phone
(661) 259-5848
Industry
Manufacturingsee all
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HEDMAN PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| NATIONWIDE LIFE INSURANCE | 31-4156830 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 3 pooled funds· $14.5M(100% 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.
Uncategorized
$14.0M
28 holdings
Common Collective Trust
$556K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Premier Class | — | — | — | $2.5M | 18.4% | |
| Putnam Large Cap Value Trust Class IA | — | — | — | $1.4M | 10.2% | |
| BlackRock Mid Cap Growth Equity Fund Fee Class L1 | — | — | — | $1.1M | 8.2% | |
| Fidelity Freedom Index 2045 Fund Premier Class | — | — | — | $1.1M | 8.1% | |
| Lincoln Stable Value Fund | — | — | — | $1.1M | 7.9% | |
| Fidelity Freedom Index 2035 Fund Premier Class | — | — | — | $856K | 6.4% | |
| Fidelity Freedom Index 2050 Fund Premier Class | — | — | — | $823K | 6.1% | |
| Fidelity Freedom Index 2055 Fund Premier Class | — | — | — | $739K | 5.5% | |
| AB US Large Cap Growth CIT (W Series) Fee Class L | — | — | — | $556K | 4.1% | |
| Fidelity Freedom Index 2030 Fund Premier Class | — | — | — | $532K | 4.0% | |
| Fidelity Freedom Index 2060 Fund Premier Class | — | — | — | $477K | 3.5% | |
| Notes receivable from participants | — | — | — | $447K | 3.3% | |
| Fidelity Freedom Index 2065 Fund Premier Class | — | — | — | $435K | 3.2% | |
| Fidelity Total International Index Fund | — | — | — | $357K | 2.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $357K | 2.7% | |
| Fidelity Freedom Index 2025 Fund Premier Class | — | — | — | $348K | 2.6% | |
| Fidelity Freedom Index 2020 Fund Premier Class | — | — | — | $326K | 2.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $257K | 1.9% | |
| Fidelity Freedom Index Income Fund Premier Class | — | — | — | $178K | 1.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $178K | 1.3% | |
| Fidelity Freedom Index 2015 Fund Premier Class | — | — | — | $134K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $123K | 0.9% | |
| American Century Mid Cap Value Fund R6 Class | — | — | — | $79K | 0.6% | |
| American Century Small Cap Value Fund R6 Class | — | — | — | $51K | 0.4% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $41K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $37K | 0.3% | |
| Fidelity 500 Index Fund | — | — | — | $32K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class | — | — | — | $21K | 0.2% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $21K | 0.2% | |
| MFS International Diversification Fund Class R6 | — | — | — | $11K | <0.1% | |
| Goldman Sachs Financial Square Gov Fund Class R6 | — | — | — | $11K | <0.1% |