Aaron Mambrino signed Hubbard-Hall, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hubbard-Hall, Inc.'s EIN is 06-0881614.
Download the official 2023 Form 5500 (PDF) for Hubbard-Hall, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hubbard-Hall, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE FENNER & SMIT | 13-5674085 | — | INVESTMENT ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $26.1M | 92.8% | |
| [Assets held in common collective trust] | Other | — | — | $1.8M | 6.2% | |
| MIP CL 1 FIDELITY MANAGEMENT · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.8M | 6.2% | |
| [Assets held in participant loans] | Other | — | — | $268K | 1.0% |
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | — | PLAN ADMINISTRATOR | $9K | — |
