Elaine Canepa signed Howard/Stein-Hudson Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Howard/Stein-Hudson Associates, Inc.'s EIN is 04-2975120.
Download the official 2024 Form 5500 (PDF) for Howard/Stein-Hudson Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Howard/Stein-Hudson Associates, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $875 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral " | Common Collective Trusts | — | — | $2.9M | 17.5% | |
| Fidelity New Millenium " | Mutual Funds | — | — | $1.5M | 9.0% | |
| Pimco Income A " | Mutual Funds | — | — | $957K | 5.8% | |
| Principal Smallcap S&P 600 Index Inst " | Other securities | — | — | $885K | 5.4% | |
| Loomis Sayles Investment Grade Bond Y " | Other securities | — | — | $813K | 4.9% | |
| Federated Hermes Mdt Mid Cap Growth A " | Other securities | — | — | $767K | 4.7% | |
| Principal Midcap S&P 400 Index Inst " | Other securities | — | — | $748K | 4.5% | |
| Touchstone Mid Cap A " | Other securities | — | — | $700K | 4.3% | |
| T. Rowe Price Global Technology " | Other securities | — | — | $661K | 4.0% | |
| Vanguard International Growth Adm " | Mutual Funds | — | — | $638K | 3.9% | |
| MFS International Diversification R3 " | Mutual Funds | — | — | $539K | 3.3% | |
| Baron Discovery Retail " | Other securities | — | — | $458K | 2.8% | |
| MFS Massachusetts Investors Gr Stk R3 " | Mutual Funds | — | — | $458K | 2.8% | |
| American Funds Washington Mutual R3 Mutual fund | Mutual Funds | — | — | $422K | 2.6% | |
| MFS New Discovery Value R3 " | Mutual Funds | — | — | $407K | 2.5% | |
| Putnam Retirement Advantage 2055 R6 " | Mutual Funds | — | — | $401K | 2.4% | |
| Empower Moderate Profile Fund Inv " | Other securities | — | — | $381K | 2.3% | |
| Cullen Emerging Markets High Div Retail " | Other securities | — | — | $363K | 2.2% | |
| Thompson Bond Fund " | Other securities | — | — | $304K | 1.8% | |
| Vanguard Information Technology Idx Adm " | Common Collective Trusts | — | — | $298K | 1.8% | |
| Key Guaranteed Portfolio Fund Guaranteed account | Other securities | — | — | $266K | 1.6% | |
| Empower Aggressive Profile Fund Inv " | Other securities | — | — | $233K | 1.4% | |
| Parnassus Value Equity Institutional " | Other securities | — | — | $213K | 1.3% | |
| Fidelity Advisor Value Strategies I " | Mutual Funds | — | — | $198K | 1.2% | |
| Putnam Retirement Advantage 2060 R6 " | Mutual Funds | — | — | $133K | 0.8% | |
| BNY Mellon Worldwide Growth A " | Other securities | — | — | $125K | 0.8% | |
| First Eagle Gold A " | Other securities | — | — | $118K | 0.7% | |
| Participant loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $109K | 0.7% | |
| Putnam Retirement Advantage 2045 R6 " | Mutual Funds | — | — | $87K | 0.5% | |
| Putnam Retirement Advantage 2050 R6 " | Mutual Funds | — | — | $79K | 0.5% | |
| T. Rowe Price Global Multi-Sector Bd I " | Other securities | — | — | $73K | 0.4% | |
| Empower Us Govt Securities Fund Inv " | Other securities | — | — | $55K | 0.3% | |
| Putnam Retirement Advantage 2025 R6 " | Mutual Funds | — | — | $44K | 0.3% | |
| Putnam Retirement Advantage 2030 R6 " | Mutual Funds | — | — | $40K | 0.2% | |
| Putnam Retirement Advantage 2035 R6 " | Mutual Funds | — | — | $38K | 0.2% | |
| Guinness Atkinson Alternative Energy " | Other securities | — | — | $25K | 0.2% | |
| Putnam Retirement Advantage 2065 R6 " | Mutual Funds | — | — | $19K | 0.1% | |
| Empower Conservative Profile Fund Inv " | Other securities | — | — | $18K | 0.1% | |
| Putnam Retirement Advantage 2040 R6 " | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $22K | — |
