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Original filing (PDF)20251013221756NAL0002032689001
HACKMAN CAPITAL PARTNERS, LLC
Form 5500
FILING_RECEIVED
HACKMAN CAPITAL PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
322
Accounts w/ balance
223
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HACKMAN CAPITAL PARTNERS, LLC.
Plan sponsor
Name
HACKMAN CAPITAL PARTNERS, LLC
EIN
95-4665268
Address
4060 INCE BLVD. · CULVER CITY, CA · 90232
Phone
(310) 473-8900
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES INC.
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 | $45K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $35K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $11K | — |
Investments
10 direct securities · 10 pooled funds· $24.1M(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.
Common Collective Trust
$15.4M
10 holdings
Uncategorized
$8.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | — | — | — | $4.1M | 16.8% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $3.6M | 15.1% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $2.1M | 8.5% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.0M | 8.2% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.8M | 7.4% | |
| FID LG CAP GR IDX Mutual fund | — | — | — | $1.8M | 7.4% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $1.1M | 4.8% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $767K | 3.2% | |
| FID SM CAP IDX Mutual fund | — | — | — | $721K | 3.0% | |
| FID US BOND IDX Mutual fund | — | — | — | $636K | 2.6% | |
| FID INTL INDEX Mutual fund | — | — | — | $487K | 2.0% | |
| FID MID CAP IDX Mutual fund | — | — | — | $351K | 1.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $345K | 1.4% | |
| FID LG CAP VAL IDX Mutual fund | — | — | — | $299K | 1.2% | |
| Notes receivable from participants 4.50% - 9.50% | — | — | — | $237K | 1.0% | |
| PIF DVRSD RL AST R6 Mutual fund | — | — | — | $168K | 0.7% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $143K | 0.6% | |
| FID GOVT MMKT K6 Money market fund | — | — | — | $16K | <0.1% |