Karen Courts signed Hicks Nurseries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hicks Nurseries, Inc.'s EIN is 11-1883568.
Download the official 2024 Form 5500 (PDF) for Hicks Nurseries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hicks Nurseries, 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 | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FRANKLIN DYNATECH FUND - ADV | Registered Investment Companies | — | — | $955K | 9.4% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $772K | 7.6% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $720K | 7.1% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $694K | 6.8% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $598K | 5.9% | |
| VIC PIO STRATEGIC INCOME Y | Registered Investment Companies | — | — | $597K | 5.9% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $577K | 5.7% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $567K | 5.6% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $556K | 5.5% | |
| MAC SMALL CAP CORE INST | Registered Investment Companies | — | — | $403K | 4.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $393K | 3.9% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $381K | 3.8% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $327K | 3.2% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $290K | 2.9% | |
| COL SEL MID CAP VALUE I3 | Registered Investment Companies | — | — | $274K | 2.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $265K | 2.6% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $263K | 2.6% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $248K | 2.4% | |
| BARON REAL ESTATE FUND INST | Registered Investment Companies | — | — | $231K | 2.3% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $189K | 1.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $161K | 1.6% | |
| GOLDMAN SACHS EMERGING MKTS R6 | Registered Investment Companies | — | — | $116K | 1.1% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $114K | 1.1% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $112K | 1.1% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $74K | 0.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $70K | 0.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $39K | 0.4% | |
| PIMCO LOW DURATION INCOME I | Registered Investment Companies | — | — | $32K | 0.3% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $32K | 0.3% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $21K |
| — |
