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Original filing (PDF)20251010115004NAL0008094145001
WORKHOLDING US HOLDINGS, LLC
Form 5500
FILING_RECEIVED
FORKARDT HARDINGE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
379
Accounts w/ balance
735
Plan assets (EOY)
$64.4M
Net assets (EOY)
$64.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKHOLDING US HOLDINGS, LLC.
Plan sponsor
Name
WORKHOLDING US HOLDINGS, LLC
EIN
99-4213849
Address
1 HARDINGE DRIVE · ELMIRA, NY · 14903
Phone
(607) 378-4522
Industry
Manufacturingsee all
Plan administrator
Name
FORKARDT HARDINGE RETIREMENT PLAN COMMITTEE
EIN
99-4213849
City
ELMIRA, NY
Phone
(607) 378-4522
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
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 | $32K | — |
Investments
28 direct securities · 1 pooled fund· $64.4M(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
$57.0M
28 holdings
Common Collective Trust
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares Mutual Fund | — | — | — | $9.4M | 14.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $7.8M | 12.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $7.5M | 11.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $5.3M | 8.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $4.7M | 7.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $3.4M | 5.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $3.3M | 5.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $3.1M | 4.8% | |
| Vanguard U.S. Growth Fund Investor Shares Mutual Fund | — | — | — | $3.1M | 4.8% | |
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | — | — | — | $2.4M | 3.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $2.1M | 3.2% | |
| Vanguard Wellington Fund Investor Shares Mutual Fund | — | — | — | $1.7M | 2.7% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $1.5M | 2.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Vanguard Mid-Cap Growth Fund Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Vanguard International Growth Fund Investor Shares Mutual Fund | — | — | — | $1.1M | 1.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $994K | 1.5% | |
| Vanguard Small-Cap Index Fund Investor Shares Mutual Fund | — | — | — | $860K | 1.3% | |
| Vanguard Mid-Cap Index Fund Investor Shares Mutual Fund | — | — | — | $659K | 1.0% | |
| dates through December 2029 | — | — | — | $596K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Investor Shares Mutual Fund | — | — | — | $535K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $497K | 0.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $425K | 0.7% | |
| Vanguard Windsor II Fund Investor Shares Mutual Fund | — | — | — | $405K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $195K | 0.3% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $103K | 0.2% | |
| Vanguard Explorer Value Fund Mutual Fund | — | — | — | $98K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $17K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Money Market Fund | — | — | — | $6K | <0.1% |
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