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Original filing (PDF)20251015232256NAL0002947427001
HAMILTON BEACH BRANDS, INC.
Form 5500
FILING_RECEIVED
HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K))
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
549
Accounts w/ balance
1,066
Plan assets (EOY)
$201.9M
Net assets (EOY)
$201.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMILTON BEACH BRANDS, INC..
Plan sponsor
Name
HAMILTON BEACH BRANDS, INC.
EIN
95-3959553
Address
4421 WATERFRONT DRIVE · GLENN ALLEN, VA · 23060
Phone
(804) 273-9777
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $99K | — |
Investments
24 direct securities · 1 pooled fund· $198.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$170.3M
23 holdings
Common Collective Trust
$19.4M
1 holding
Mutual Funds
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard PRIMECAP Fund Admiral Shares # | — | — | — | $31.1M | 15.4% | |
| Vanguard Group Vanguard Institutional Index Fund Instl Shares # | — | — | — | $25.9M | 12.8% | |
| VANGUARD RET. SVNGS TRUST III VANGUARD RETIREMENT SAVINGS · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $19.4M | 9.6% | |
| Vanguard Group Vanguard Wellington Fund Admiral Shares # | — | — | — | $12.6M | 6.2% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund # | — | — | — | $11.2M | 5.5% | |
| Vanguard Group Vanguard U.S. Growth Fund Admiral Shares # | — | — | — | $10.0M | 4.9% | |
| Vanguard Group Vanguard Total Bond Market Index Fund Instl Shares # | — | — | — | $8.9M | 4.4% | |
| s * Vanguard Group Vanguard Explorer Fund Admiral Shares # | Mutual Funds | — | — | $8.7M | 4.3% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund # | — | — | — | $8.3M | 4.1% | |
| Vanguard Group Vanguard Windsor Fund Admiral Shares # | — | — | — | $8.2M | 4.0% | |
| Vanguard Group Vanguard International Growth Fund Admiral Shares # | — | — | — | $8.0M | 4.0% | |
| Vanguard Group Vanguard Extended Market Index Fund Instl Shares # | — | — | — | $7.2M | 3.6% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund # | — | — | — | $7.1M | 3.5% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund # | — | — | — | $5.9M | 2.9% | |
| Vanguard Group Vanguard Windsor II Fund Admiral Shares # | — | — | — | $5.3M | 2.6% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund # | — | — | — | $5.0M | 2.5% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund # | — | — | — | $3.8M | 1.9% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund # | — | — | — | $2.9M | 1.4% | |
| Vanguard Group Vanguard Target Retirement Income Fund # | — | — | — | $2.2M | 1.1% | |
| Similar Party Collateral, Par or Maturity Value Cost # Value Mutual Funds (Continued) * Vanguard Group Vanguard Total International Stock Index Fund Admiral Shares # | — | — | — | $2.0M | 1.0% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund # | — | — | — | $1.9M | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund # | — | — | — | $1.7M | 0.8% | |
| Participants maturities through October 2052 | — | — | — | $951K | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund # | — | — | — | $203K | 0.1% | |
| Vanguard Group Vanguard Treasury Money Market Fund # | — | — | — | $88K | <0.1% |