Kimberly HULL signed Hall Prangle & Schoonveld LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hall Prangle & Schoonveld LLC's EIN is 04-3674858.
Download the official 2024 Form 5500 (PDF) for Hall Prangle & Schoonveld LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hall Prangle & Schoonveld LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $29K | — |
| KOVITZ INVESTMENT GROUP PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 299,504.788 Shares | Mutual Funds | — | $300K | $5.2M | 18.8% | |
| American Funds 2035 Target Date R6 229,567.042 Shares | Mutual Funds | — | $230K | $4.4M | 15.9% | |
| American Funds 2045 Target Date R6 159,752.950 Shares | Mutual Funds | — | $160K | $3.4M | 12.3% | |
| American Funds 2025 Target Date R6 221,687.368 Shares | Mutual Funds | — | $222K | $3.4M | 12.2% | |
| American Funds 2050 Target Date R6 92,198.608 Shares | Mutual Funds | — | $92K | $1.9M | 7.0% | |
| American Funds 2040 Target Date R6 92,197.834 Shares | Mutual Funds | — | $92K | $1.9M | 6.9% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $2K | $1.8M | 6.4% | |
| Fidelity Large Cap Growth Index Fund 32,885.030 Shares | Common Collective Trusts | — | $33K | $1.3M | 4.7% | |
| American Funds 2055 Target Date R6 28,086.259 Shares | Mutual Funds | — | $28K | $742K | 2.7% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $39K | $467K | 1.7% | |
| Large Cap Value Fund Fee Class R1 14,650.142 Shares | Other securities | — | $15K | $316K | 1.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $316K | 1.1% | |
| dates ranging from 5/30/2025 through 5/15/2045 | Other securities | — | — | $274K | 1.0% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $2K | $266K | 1.0% | |
| American Funds 2060 Target Date R6 14,553.225 Shares | Mutual Funds | — | $15K | $261K | 0.9% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $2K | $238K | 0.9% | |
| International Stock Fund Class R1 16,372.086 Shares | Other securities | — | $16K | $197K | 0.7% | |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $197K | 0.7% | |
| DFA Real Estate Securities Portfolio Inst. 4,244.802 Shares | Mutual Funds | — | $4K | $171K | 0.6% | |
| Allspring Special Mid Cap Value Fund R6 3,500.107 Shares | Other securities | — | $4K | $167K | 0.6% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $7K | $132K | 0.5% | |
| PIMCO Income Fund Institutional Class 11,587.463 Shares | Mutual Funds | — | $12K | $122K | 0.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $7K | $113K | 0.4% | |
| Fidelity Total Bond K6 Fund 11,794.967 Shares | Mutual Funds | — | $12K | $103K | 0.4% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | $9K | $98K | 0.4% | |
| American Funds 2015 Target Date R6 5,074.592 Shares | Mutual Funds | — | $5K | $62K | 0.2% | |
| Lincoln Stable Value Account | Stable Value | — | — | $51K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-5657416 |
| — |
| ADVISOR |
| $12K |
| — |
