Retirement plan

HILLYARD 401(K) PLAN

Name: HILLYARD INDUSTRIES, INC. - HILLYARD 401(K) PLAN (2024) Form 5500
Creator: HILLYARD INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLYARD 401(K) PLAN, HILLYARD INDUSTRIES, INC.

HILLYARD INDUSTRIES, INC.EIN 44-0284100Plan #004PY 2024

302 N 4TH ST - SAINT JOSEPH, MO 64501816-233-1321

Other plans on this EIN

1 filing

#334Retirement-$54.3M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 24, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

302 North Fourth Street

St. Joseph, MO 64501

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Hillyard Non-Qualified Plan10 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$153.4M

+8.9% from 2023

Total participants

1,235

+5.2% from 2023

Average account balance

$127,062

+5.4% from 2023

Annual return

12.56%

-4.23 pp from 2023

Benchmarks

See 1,157 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,157 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$153.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$127K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,207

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$46

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$58,469
RESOURCES INVESTMENT ADVISORS LLC3 years Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1434504	Advisory (Plan)	$36,000
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$38,807

Plan features & details

Pension benefit codes2F2G2J2R2T3D2U

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$55K

$67 / participant

Investment mgmt$58K105.4%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,062

$92,186+37.8%

$105,624+20.3%

$77,762+63.4%

Participation rate

96.6%

81.0%+15.6pp

75.3%+21.3pp

70.6%+26.0pp

Annual return

12.56%

17.83%-5.3pp

116.20%-103.6pp

31.27%-18.7pp

Employer contribution / active EE

$4,876

$3,376+44.4%

$3,168+53.9%

$2,728+78.7%

Participant deferral / active EE

$8,185

$5,395+51.7%

$5,013+63.3%

$4,651+76.0%

Admin fee / account holder

$46

$219-79.0%

$10,961-99.6%

$433-89.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$58,469

RESOURCES INVESTMENT ADVISORS LLC3 years

Filed as: RESOURCES INVESTMENT ADVISORS, LLC

Service code 27 · EIN 82-1434504

Advisory (Plan)

$36,000

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$38,807

HILLYARD 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLYARD 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion