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Original filing (PDF)20251010112058NAL0008038513001
HUFRIEDY GROUP INTERMEDIATE LLC
Form 5500
FILING_RECEIVED
HUFRIEDYGROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,079
Accounts w/ balance
1,091
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUFRIEDY GROUP INTERMEDIATE LLC.
Plan sponsor
Name
HUFRIEDY GROUP INTERMEDIATE LLC
EIN
99-2484791
Address
1666 E TOUHY AVENUE · DES PLAINES, IL · 60018
Phone
(773) 868-3550
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-15
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
Investments
21 direct securities· $23.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $5.3M | 22.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $4.4M | 18.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.0M | 8.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.9M | 8.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.8M | 7.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 7.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.6M | 6.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 4.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $635K | 2.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $569K | 2.4% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $556K | 2.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $529K | 2.2% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $273K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $262K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $228K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $220K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $171K | 0.7% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $74K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $21K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $2K | <0.1% |
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