Breaking Ground HDFC's EIN is 11-3048002.
Download the official 2024 Form 5500 (PDF) for Breaking Ground HDFC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Breaking Ground HDFC's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
| PASI LLC | 26-1407927 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime 2035 R3 Fund " | Other securities | — | — | $2.1M | 10.8% | |
| Principal LifeTime 2040 R3 Fund " | Other securities | — | — | $1.8M | 9.4% | |
| Principal LargeCap S&P 500 Index R3 Fund " | Common Collective Trusts | — | — | $1.3M | 6.7% | |
| Principal LifeTime 2050 R3 Fund " | Other securities | — | — | $1.3M | 6.5% | |
| Principal Fixed Income Guaranteed Option Guaranteed accounts | Other securities | — | — | $1.1M | 5.9% | |
| Principal LifeTime 2030 R3 Fund " | Other securities | — | — | $1.1M | 5.8% | |
| JP Morgan Large Cap Growth R2 Fund " | Other securities | — | — | $1.0M | 5.3% | |
| American Funds EuroPacific Growth R3 Fund " | Mutual Funds | — | — | $1.0M | 5.2% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $954K | 4.9% | |
| Principal LifeTime 2045 R3 Fund " | Other securities | — | — | $797K | 4.1% | |
| Invesco Divers Dividend R Fund " | Mutual Funds | — | — | $642K | 3.3% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $613K | 3.1% | |
| Principal LifeTime 2055 R3 Fund " | Other securities | — | — | $602K | 3.1% | |
| PGIM Total Return Bond A Fund " | Other securities | — | — | $551K | 2.8% | |
| Principal SmallCap S&P 600 Index R3 Fund " | Other securities | — | — | $526K | 2.7% | |
| Lord Abbett Short Duration Income R3 Fund Mutual fund | Mutual Funds | — | — | $474K | 2.4% | |
| PIMCO Income R Fund " | Mutual Funds | — | — | $470K | 2.4% | |
| Principal LifeTime 2060 R3 Fund " | Other securities | — | — | $411K | 2.1% | |
| Principal LifeTime 2015 R3 Fund " | Other securities | — | — | $380K | 2.0% | |
| Principal MidCap S&P 400 Index R3 Fund " | Other securities | — | — | $331K | 1.7% | |
| Principal LifeTime Strategic Income R3 Fund " | Other securities | — | — | $293K | 1.5% | |
| Principal LifeTime 2025 R3 Fund " | Other securities | — | — | $230K | 1.2% | |
| Fidelity Adv Value Strategic M Fund " | Mutual Funds | — | — | $224K | 1.2% | |
| Principal LifeTime 2020 R3 Fund " | Other securities | — | — | $191K | 1.0% | |
| PGIM Jennison Mid Cap Growth A Fund " | Other securities | — | — | $189K | 1.0% | |
| Carillon Eagle Small Cap Growth I Fu0nd " | Other securities | — | — | $180K | 0.9% | |
| American Beacon Small Cap Value Adv Fu0nd " | Other securities | — | — | $172K | 0.9% | |
| Mutual of America Equity Index Fund " | Common Collective Trusts | — | — | $162K | 0.8% | |
| Mutual of America Aggressive Allocation Fund " | Other securities | — | — | $155K | 0.8% | |
| American Funds Washington Mutual Investor R3 Fund " | Mutual Funds | — | — | $108K | 0.6% | |
| Vanguard VIF International Portfolio Fund " | Mutual Funds | — | — | $97K | 0.5% | |
| Fidelity VIP Mid Cap Portfolio Fund " | Mutual Funds | — | — | $84K | 0.4% | |
| Mutual of America Interest Accumulation " | Common Collective Trusts | — | — | $84K | 0.4% | |
| Fidelity VIP Contrafund Portfolio Fund " | Mutual Funds | — | — | $80K | 0.4% | |
| Hartford World Bond R3 Fund " | Other securities | — | — | $60K | 0.3% | |
| Principal Bond Market Index R3 Fund " | Other securities | — | — | $47K | 0.2% | |
| PGIM Global Real Estate A Fund " | Other securities | — | — | $46K | 0.2% | |
| Principal LifeTime 2065 R3 Fund " | Other securities | — | — | $44K | 0.2% | |
| Mutual of America Small Cap Growth Fund " | Other securities | — | — | $43K | 0.2% | |
| Fidelity VIP Asset Manager Portfolio Fund " | Mutual Funds | — | — | $33K | 0.2% | |
| Mutual of America All America Fund " ** 108 * Mutual of America Balanced Fund " | Other securities | — | — | $33K | 0.2% | |
| Mutual of America Core Bond Fund " | Other securities | — | — | $26K | 0.1% | |
| DWS Capital Growth VIP Fund " | Other securities | — | — | $25K | 0.1% | |
| Mutual of America Mid Cap Value Fund " | Other securities | — | — | $20K | 0.1% | |
| Mutual of America Small Cap Value Fund " | Other securities | — | — | $20K | 0.1% | |
| American Century Investments VP Capital Appreciation Fund Pooled separate account | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| Vanguard VIF Diversified Value Portfolio Fund " | Mutual Funds | — | — | $16K | <0.1% | |
| Calvert VP SRI Balanced Portfolio " | Other securities | — | — | $15K | <0.1% | |
| Principal LifeTime 2070 R3 Fund " | Other securities | — | — | $15K | <0.1% | |
| Fidelity VIP Equity-Income Portfolio Fund " | Mutual Funds | — | — | $13K | <0.1% |
