Joanna Sztukowska signed Hunter Business School Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunter Business School Inc.'s EIN is 11-2555672.
Download the official 2024 Form 5500 (PDF) for Hunter Business School Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunter Business School Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund " | Mutual Funds | — | — | $816K | 22.2% | |
| Allspring Diversified Capital Builder Fund " | Other securities | — | — | $365K | 9.9% | |
| American Funds Inflation Linked Bond Fund Mutual fund ** 520 Federated Hermes Large Cap Growth Fund " | Mutual Funds | — | — | $319K | 8.7% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $307K | 8.4% | |
| JP Morgan Equity Income Fund " | Other securities | — | — | $201K | 5.5% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $198K | 5.4% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $177K | 4.8% | |
| Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $139K | 3.8% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $121K | 3.3% | |
| Principal MidCap Fund " | Other securities | — | — | $113K | 3.1% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $105K | 2.9% | |
| DFA Large Cap International Portfolio Fund " | Mutual Funds | — | — | $90K | 2.4% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $80K | 2.2% | |
| Fidelity Intermediate Government Income Fund " | Mutual Funds | — | — | $64K | 1.8% | |
| Columbia Convertible Securities Fund " | Other securities | — | — | $60K | 1.6% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $57K | 1.5% | |
| Federated Hermes Institutional High Yield Bond Fund " | Other securities | — | — | $54K | 1.5% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $52K | 1.4% | |
| Fidelity Freedom Index 2060 Fund " ** 51 * Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $46K | 1.3% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $45K | 1.2% | |
| American Funds New World Fund " | Mutual Funds | — | — | $30K | 0.8% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $25K | 0.7% | |
| PGIM Global Total Return Fund " | Other securities | — | — | $21K | 0.6% | |
| Principal Real Estate Securities Fund " | Other securities | — | — | $20K | 0.5% | |
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $19K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $19K | 0.5% | |
| Fidelity International Small Cap Fund " | Mutual Funds | — | — | $11K | 0.3% | |
| Loomis Sayles Investment Grade Bond Fund " | Other securities | — | — | $10K | 0.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $7K | 0.2% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity Real Estate Index Fund " | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Wellesley Income Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON&BLETZNER | 04-3499945 | — | ACCOUNTANT/AUDITOR | $25K | — |
| MARIAN BROWN | 11-3473801 | — | ACCOUNTANT/AUDITOR | $5K | — |
