Russell Coleman signed HARC, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HARC, Inc.'s EIN is 06-0710289.
Download the official 2023 Form 5500 (PDF) for HARC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)HARC, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.8M | 19.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.5M | 16.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $827K | 8.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $541K | 5.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $472K | 5.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $422K | 4.5% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $399K | 4.3% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $397K | 4.3% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $315K | 3.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $266K | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $246K | 2.6% | |
| BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $239K | 2.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $122K | 1.3% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $122K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $115K | 1.2% | |
| INVESTMENTS VOYA FIXED ACCOUNT 15 | OTHER | — | — | $90K | 1.0% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $76K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $74K | 0.8% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $71K | 0.8% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $59K | 0.6% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $51K | 0.5% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $47K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $46K | 0.5% | |
| HTFD SCH EMG MKTS EQUITY SDR | Registered Investment Companies | — | — | $37K | 0.4% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $28K | 0.3% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $8K | <0.1% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | ACCOUNTANT | $6K | — |
