Nicole Garcia signed HSL Asset Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HSL Asset Management LLC's EIN is 02-0545387.
Download the official 2024 Form 5500 (PDF) for HSL Asset Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HSL Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 20.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $820K | 13.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $614K | 9.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $569K | 9.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $543K | 8.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $385K | 6.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $381K | 6.1% | |
| Columbia Funds Clearbridge Mid Cap Growth Fund | Other securities | — | — | $308K | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $252K | 4.0% | |
| JP Morgan Funds JP Morgan Large Cap | Other securities | — | — | $193K | 3.1% | |
| Participant Loans Participant loans, interest rates ranging from 4.25% to 0 | Bonds / Notes | — | — | $165K | 2.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $110K | 1.7% | |
| Columbia Funds Columbia Small Cap Growth 13 | Other securities | — | — | $85K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $84K | 1.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $80K | 1.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $69K | 1.1% | |
| MFS Investment Management MFS Value R6 Fund | Mutual Funds | — | — | $50K | 0.8% | |
| Wells Fargo Allspring Small Co Value R6 | Common Stocks | — | — | $46K | 0.7% | |
| Putnam Investments Putnam Income R6 Fund | Mutual Funds | — | — | $42K | 0.7% | |
| Columbia Funds PGIM Jennison International Opp R6 | Other securities | — | — | $40K | 0.6% | |
| Principal LifeTime Hybrid Inc | Common Stocks | — | — | $22K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $22K | 0.3% | |
| MFS Investment Management MFS Intl Diversification R6 | Mutual Funds | — | — | $20K | 0.3% | |
| Columbia Funds American Funds Newworld R6 | Mutual Funds | — | — | $18K | 0.3% | |
| Cohen & Steers Cohen & Steers RE Est Sec Z | Other securities | — | — | $17K | 0.3% | |
| PGIM Investments PGIM High Yield R6 | Other securities | — | — | $15K | 0.2% | |
| Wells Fargo Allspring Spec M Cap Value R6 | Other securities | — | — | $15K | 0.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $12K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
