Harte Nissan, Inc.'s EIN is 06-1079202.
Download the official 2024 Form 5500 (PDF) for Harte Nissan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harte Nissan, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $25K | — |
| CHARLES SCHWAB | 42-1558009 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Wilmington Trust Small Cap Value CIT R1 | Common Collective Trusts | — | — | $2.6M | 16.2% | |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 233 | Common Collective Trust | — | — | $2.6M | 16.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.5M | 15.1% | |
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.3M | 13.8% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.2M | 13.2% | |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.8M | 10.8% | |
| FLEXPATH INDEX MODERATE R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $837K | 5.1% | |
| various dates through November 2034 – | Other securities | — | — | $665K | 4.1% | |
| Standard Stable Asset A | Other securities | — | — | $583K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $509K | 3.1% | |
| Wilmington Trust flexPATH Index Mod Ret R1 | Other securities | — | — | $395K | 2.4% | |
| CORE BOND WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $395K | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $356K | 2.2% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $241K | 1.5% | |
| JP Morgan JPMorgan Small Cap Growth R6 | Other securities | — | — | $240K | 1.5% | |
| Wilmington Trust Core Bond R1 | Other securities | — | — | $176K | 1.1% | |
| INTERNATIONAL STOCK FUND WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $176K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $173K | 1.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $155K | 0.9% | |
| Invesco Global Fund R6 | Mutual Funds | — | — | $136K | 0.8% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $120K | 0.7% | |
| Vanguard Tot Int Bd Idx Adm | Common Collective Trusts | — | — | $93K | 0.6% | |
| PGIM High Yield R6 | Other securities | — | — | $85K | 0.5% | |
| FLEXPATH INDEX AGGRESSIVE2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $65K | 0.4% | |
| Carillon Eagle Carillon Eagle MC Growth R6 | Other securities | — | — | $63K | 0.4% | |
| Wilmington Trust International Stock R1 | Other securities | — | — | $47K | 0.3% | |
| CIT SMALL CAP VALUE R1 WILMINGTON TRUST · EIN 38-4126250 / PN 544 | Common Collective Trust | — | — | $47K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $37K | 0.2% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $24K | 0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $21K | 0.1% | |
| Charles Schwab TIPS Index | Mutual Funds | — | — | $12K | <0.1% | |
| Victory Sycamore Victory Sycamore Est Val R6 | Other securities | — | — | $5K | <0.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $3K | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
