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Original filing (PDF)20251014173349NAL0004669232001
HAWK ACQUISITION, INC.
Form 5500
FILING_RECEIVED
HIRSCH 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
132
Accounts w/ balance
106
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2035 IPR Mutual Fund" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWK ACQUISITION, INC..
Plan sponsor
Name
HAWK ACQUISITION, INC.
EIN
99-2839891
Address
1900-B CARNEGIE AVENUE · SANTA ANA, CA · 92705
Phone
(949) 250-8888
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2024-12-31
Filed
2025-10-14
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25 | — |
Investments
21 direct securities · 3 pooled funds· $8.8M(91% 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
$8.8M
21 holdings
Common Collective Trust
$12K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Mutual Fund | — | — | — | $2.9M | 30.4% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund | — | — | — | $1.8M | 18.6% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund | — | — | — | $1.1M | 11.5% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund | — | — | — | $846K | 8.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $836K | 8.6% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund | — | — | — | $672K | 6.9% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund | — | — | — | $220K | 2.3% | |
| Participant Loans to participants, bearing interest from 4.5% to 9.5% | — | — | — | $104K | 1.1% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund | — | — | — | $99K | 1.0% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund | — | — | — | $66K | 0.7% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund ** 764 Franklin Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $28K | 0.3% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $20K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Calvert US Large Cap Core Responsible Index Fund R6 Mutual Fund | — | — | — | $13K | 0.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $10K | 0.1% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2010 IPR Mutual Fund | — | — | — | $8K | <0.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $6K | <0.1% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund ** 973 * Fidelity US Bond Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| American Funds New World Fund Class R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1K | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $86 | <0.1% |
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