Patrick Cronin signed Halloran Consulting Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Halloran Consulting Group, Inc.'s EIN is 04-3408953.
Download the official 2024 Form 5500 (PDF) for Halloran Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Halloran Consulting Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| Columbia Balanced I3 Fund Mutual Fund | Other securities | — | — | $7.5M | 58.8% | |
| Sep Acct+ accounts * Principal Global Investors LgCap S&P Pooled Separate | Pooled Separate Accounts | — | — | $1.3M | 10.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 10.6% | |
| JP Morgan Large Cap Gr R6 Ds Mutual Fund | Other securities | — | — | $489K | 3.8% | |
| Columbia Contra Core I3 Fund Mutual Fund | Other securities | — | — | $358K | 2.8% | |
| Vanguard Explorer Admiral Fund Mutual Fund | Mutual Funds | — | — | $226K | 1.8% | |
| American Funds NewPrsp R6 Fnd Mutual Fund | Mutual Funds | — | — | $209K | 1.6% | |
| BNYM Dynamic Value Y Fund Mutual Fund | Other securities | — | — | $188K | 1.5% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd Mutual Fund | Other securities | — | — | $185K | 1.4% | |
| PIMCO StockPLUS Intl I Fund Mutual Fund | Mutual Funds | — | — | $173K | 1.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $165K | 1.3% | |
| Invesco Divers Dividend R6 Fd Mutual Fund | Mutual Funds | — | — | $164K | 1.3% | |
| Am Fds EuroPacific Grth R6 Fd Mutual Fund | Other securities | — | — | $153K | 1.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $146K | 1.1% | |
| Undisc Mgrs Behav Value R6 Fd Mutual Fund | Other securities | — | — | $118K | 0.9% | |
| AB Large Cap Growth Z Fund Mutual Fund | Other securities | — | — | $117K | 0.9% | |
| Vanguard Strat Equity Inv Fund Mutual Fund | Mutual Funds | — | — | $115K | 0.9% | |
| Notes receivable from participants Notes with interest | Other securities | — | — | $111K | 0.9% | |
| Vanguard Fin Index Adm Fd Mutual Fund | Mutual Funds | — | — | $105K | 0.8% | |
| MFS InterntlEquity R6 Fund Mutual Fund | Mutual Funds | — | — | $99K | 0.8% | |
| Invesco Value Opp R6 Fnd Mutual Fund | Mutual Funds | — | — | $94K | 0.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $86K | 0.7% | |
| PIMCO Intl Bond (USD-Hdg) I Fd Mutual Fund | Mutual Funds | — | — | $78K | 0.6% | |
| DFA Intl Core Equity I Fd Mutual Fund | Mutual Funds | — | — | $73K | 0.6% | |
| Fidelity Adv Tech Z Fund Mutual Fund | Mutual Funds | — | — | $70K | 0.6% | |
| PIMCO Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $70K | 0.5% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $69K | 0.5% | |
| Separate Account+ accounts Loomis Sayles Inv Gr Bd N Fd Mutual Fund | Pooled Separate Accounts | — | — | $53K | 0.4% | |
| Vanguard RE Index Adm Fund Mutual Fund | Mutual Funds | — | — | $50K | 0.4% | |
| First Eagle Global I Fund Mutual Fund | Other securities | — | — | $49K | 0.4% | |
| Vanguard Health Care Adm Fund Mutual Fund | Mutual Funds | — | — | $46K | 0.4% | |
| T. Rowe Price Intl Disc I Fd Mutual Fund | Other securities | — | — | $23K | 0.2% | |
| (E) | Other securities | — | — | $14K | 0.1% | |
| American Funds NewWorld R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
