2023 Form 5500 filing — The Hillman Group, Inc. Retirement Savings And Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250707091540NAL0005144608001) for The Hillman Group, Inc. Retirement Savings And Profit Sharing Plan, reported by The Hillman Group, Inc. under EIN 31-1623179 and plan number 012. It reports 4,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250707091540NAL0005144608001
Filing year
2023
Form type
2
Plan sponsor
The Hillman Group, Inc.
EIN
31-1623179
Plan number
012
Location
Cincinnati, OH
Participants
4,170
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$167,410,138
Total liabilities (EOY)
$0
Net assets (EOY)
$167,410,138
Employer contributions
$3,910,288
Participant contributions
$11,830,708
Total income / additions
$42,004,515
Benefits paid
$13,458,479
Administrative expenses
$238,561
Total expenses
$13,699,294
Net increase / (decrease)
$28,305,221
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$219,049not reported in the loaded dataset
Mcf AdvisorsINVESTMENT ADVISOR$19,512not reported in the loaded dataset

Related Form 5500 pages