Stephanie Fregeau signed Hayward Tyler, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hayward Tyler, Inc.'s EIN is 03-0259877.
Download the official 2024 Form 5500 (PDF) for Hayward Tyler, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hayward Tyler, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $39K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2050 R6 107,028.090 shares | Other securities | — | $107K | $2.2M | 8.9% | |
| AF TRGT DATE 2030 R6 116,960.342 shares | Other securities | — | $117K | $2.0M | 8.0% | |
| FID OTC PORTFOLIO 90,758.943 shares | Mutual Funds | — | $91K | $1.9M | 7.7% | |
| AF TRGT DATE 2035 R6 102,329.112 shares | Other securities | — | $102K | $1.9M | 7.7% | |
| FID CONTRAFUND 85,326.288 shares | Mutual Funds | — | $85K | $1.8M | 7.1% | |
| AF TRGT DATE 2040 R6 82,612.910 shares | Other securities | — | $83K | $1.7M | 6.8% | |
| AF TRGT DATE 2055 R6 59,040.843 shares | Other securities | — | $59K | $1.6M | 6.2% | |
| AF TRGT DATE 2045 R6 63,557.912 shares | Other securities | — | $64K | $1.3M | 5.4% | |
| FID 500 INDEX 6,252.929 shares | Common Collective Trusts | — | $6K | $1.3M | 5.1% | |
| J H GLB TECH INNV A 21,187.625 shares | Other securities | — | $21K | $1.3M | 5.0% | |
| AF TRGT DATE 2025 R6 60,704.951 shares | Other securities | — | $61K | $922K | 3.7% | |
| AF TRGT DATE 2060 R6 46,798.330 shares | Other securities | — | $47K | $839K | 3.3% | |
| FID BALANCED 25,611.445 shares | Mutual Funds | — | $26K | $757K | 3.0% | |
| STD STABLE ASSET 2 18,305.828 shares | Other securities | — | $18K | $640K | 2.5% | |
| AF TRGT DATE 2015 R6 42,976.769 shares | Other securities | — | $43K | $526K | 2.1% | |
| TRP DIV GROWTH 4,497.112 shares | Other securities | — | $4K | $346K | 1.4% | |
| AF TRGT DATE 2020 R6 25,551.822 shares | Other securities | — | $26K | $344K | 1.4% | |
| VANG SM CAP IDX ADM 2,966.294 shares | Common Collective Trusts | — | $3K | $342K | 1.4% | |
| JH DSCPL VAL MDCP I 12,417.425 shares | Other securities | — | $12K | $335K | 1.3% | |
| PARTICIPANT LOANS 3.25% - 8.50% - | Bonds / Notes | — | — | $317K | 1.3% | |
| FID MID CAP STOCK 7,217.053 shares | Mutual Funds | — | $7K | $306K | 1.2% | |
| FID SMALL CAP GROWTH 8,791.323 shares | Mutual Funds | — | $9K | $294K | 1.2% | |
| DODGE & COX INCOME I 22,706.395 shares | Mutual Funds | — | $23K | $281K | 1.1% | |
| FID OVERSEAS 3,558.234 shares | Mutual Funds | — | $4K | $223K | 0.9% | |
| JPM US VALUE R6 2,607.274 shares | Other securities | — | $3K | $218K | 0.9% | |
| GS INTL EQ INS R6 14,940.188 shares | Other securities | — | $15K | $208K | 0.8% | |
| VANG MIDCAP IDX ADM 604.076 shares | Common Collective Trusts | — | — | $197K | 0.8% | |
| FID INVST GR BD 26,103.046 shares | Mutual Funds | — | $26K | $185K | 0.7% | |
| AF NEW WORLD R6 2,020.401 shares | Other securities | — | $2K | $156K | 0.6% | |
| FID INTL INDEX 3,108.514 shares | Mutual Funds | — | $3K | $148K | 0.6% | |
| AF TRGT DATE 2065 R6 8,178.123 shares | Other securities | — | $8K | $143K | 0.6% | |
| FID INTL CAP APPREC 3,989.007 shares | Mutual Funds | — | $4K | $110K | 0.4% | |
| TRP CAP APPRECIATION 3,159.992 shares | Other securities | — | $3K | $109K | 0.4% | |
| MFS VALUE R3 1,688.191 shares | Mutual Funds | — | $2K | $81K | 0.3% | |
| LA INFLTN FOCUSED R6 1,825.582 shares | Other securities | — | $2K | $21K | <0.1% | |
| VANG TOT BD MKT ADM 1,351.718 shares | Other securities | — | $1K | $13K | <0.1% | |
| FID REAL ESTATE INVS 113.598 shares | Mutual Funds | — | — | $4K | <0.1% | |
| AF HIGH INCOME R6 260.767 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $8K |
| — |
