Janell Dubsky signed Hartley & Parker Ltd., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hartley & Parker Ltd., Inc.'s EIN is 06-0384867.
Download the official 2023 Form 5500 (PDF) for Hartley & Parker Ltd., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hartley & Parker Ltd., Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $2K | — |
