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Original filing (PDF)20251007162805NAL0005057665001
HM ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
HME RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
762
Accounts w/ balance
938
Plan assets (EOY)
$89.7M
Net assets (EOY)
$89.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HM ELECTRONICS, INC..
Plan sponsor
Name
HM ELECTRONICS, INC.
EIN
95-2702218
Address
HME · 2848 WHIPTAIL LOOP · CARLSBAD, CA · 92010
Phone
(858) 535-6012
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $51K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
29 direct securities · 3 pooled funds· $99.4M(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
$59.8M
27 holdings
Mutual Funds
$10.9M
1 holding
Common Collective Trust
$9.6M
2 holdings
Pooled Separate Accounts
$9.5M
1 holding
Pooled Separate Account
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $10.9M | 12.1% | |
| New York Life New York Life Anchor Account N/R | Pooled Separate Accounts | — | — | $9.5M | 10.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $9.5M | 10.6% | |
| NVN W LG CAP GR S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9.5M | 10.6% | |
| BlackRock LifePath Index Retirement Fund Class K N/R | — | — | — | $8.1M | 9.0% | |
| BlackRock LifePath Index 2035 Fund Class K N/R | — | — | — | $5.3M | 6.0% | |
| BlackRock LifePath Index 2045 Fund Class K N/R | — | — | — | $5.3M | 5.9% | |
| BlackRock LifePath Index 2030 Fund Class K N/R | — | — | — | $4.7M | 5.2% | |
| BlackRock LifePath Index 2055 Fund Class K N/R | — | — | — | $3.8M | 4.2% | |
| BlackRock LifePath Index 2040 Fund Class K N/R | — | — | — | $3.5M | 3.9% | |
| J.P Morgan Core Bond Fund Class R6 N/R | — | — | — | $3.1M | 3.5% | |
| American Funds American Balanced Fund R-6 N/R | — | — | — | $2.6M | 2.9% | |
| BlackRock LifePath Index 2050 Fund Class K N/R | — | — | — | $2.4M | 2.7% | |
| MFS Value Fund Class R3 N/R | — | — | — | $2.0M | 2.2% | |
| MFS International Diversification Fund Class R6 N/R | — | — | — | $1.9M | 2.1% | |
| MassMutual Select Mid Cap Growth Fund Class R5 N/R | — | — | — | $1.8M | 2.0% | |
| Victory Sycamore Established Value Fund Class R N/R | — | — | — | $1.8M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R-6 N/R | — | — | — | $1.5M | 1.7% | |
| Fidelity International Index Fund N/R | — | — | — | $1.5M | 1.7% | |
| BlackRock LifePath Index 2060 Fund Class K N/R | — | — | — | $1.5M | 1.6% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.4M | 1.5% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50%; maturing $0 | — | — | — | $1.4M | 1.5% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $1.3M | 1.4% | |
| PGIM Total Return Bond Fund N/R | — | — | — | $1.2M | 1.3% | |
| Vanguard Real Estate Index Fund Admiral Shares N/R | — | — | — | $931K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund N/R | — | — | — | $833K | 0.9% | |
| Loomis Sayles Funds Small Cap Growth Fund Institutional Class N/R | — | — | — | $755K | 0.8% | |
| Principal Diversified Income Fund Institutional Class N/R | — | — | — | $593K | 0.7% | |
| Self-Directed Brokerage Accounts * Fidelity BrokerageLink Self-directed brokerage accounts N/R | — | — | — | $434K | 0.5% | |
| Principal Diversified Real Asset CIT Tier 3 N/R | — | — | — | $118K | 0.1% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $118K | 0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund - Class K6 N/R | — | — | — | $47K | <0.1% |
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