Plan Sponsor signed Hatzel & Buehler, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hatzel & Buehler, Inc.'s EIN is 13-0828930.
Download the official 2024 Form 5500 (PDF) for Hatzel & Buehler, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hatzel & Buehler, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Large Cap Growth Index R6 123,419 units | Mutual Funds | — | $123K | $8.3M | 20.2% | |
| Vanguard 500 Index Admiral 8,018 units | Common Collective Trusts | — | $8K | $4.4M | 10.6% | |
| Vanguard Equity-Income Adm 40,782 units | Mutual Funds | — | $41K | $3.6M | 8.8% | |
| Vanguard Mid Cap Growth Index Admiral 32,624 units | Mutual Funds | — | $33K | $3.6M | 8.7% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE STABLE VALUE CIT · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $2.3M | $2.3M | 5.6% | |
| Vanguard Target Retirement 2045 Inv 64,288 units | Mutual Funds | — | $64K | $1.9M | 4.7% | |
| Polen Growth Institutional 39,190 units | Other securities | — | $39K | $1.8M | 4.5% | |
| Vanguard Target Retirement 2025 Inv 95,883 units | Mutual Funds | — | $96K | $1.8M | 4.4% | |
| Vanguard Developed Markets Index Admiral 102,882 units | Mutual Funds | — | $103K | $1.6M | 3.9% | |
| Vanguard Target Retirement 2035 Inv 59,712 units | Mutual Funds | — | $60K | $1.4M | 3.5% | |
| Vanguard Total Bond Market Index Admiral 143,271 units | Mutual Funds | — | $143K | $1.4M | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral 3,264 units | Common Collective Trusts | — | $3K | $1.1M | 2.6% | |
| Vanguard Target Retirement 2040 Inv 21,321 units | Mutual Funds | — | $21K | $922K | 2.2% | |
| Vanguard Balanced Index Adm 18,934 units | Mutual Funds | — | $19K | $918K | 2.2% | |
| Vanguard International Growth ADM 8,534 units | Mutual Funds | — | $9K | $867K | 2.1% | |
| Vanguard Target Retirement 2050 Inv 14,756 units | Mutual Funds | — | $15K | $735K | 1.8% | |
| Fullerthaler Behavioral Small Cap EQ R6 15,439 units | Other securities | — | $15K | $701K | 1.7% | |
| Vanguard Target Retirement 2030 Inv 18,407 units | Mutual Funds | — | $18K | $697K | 1.7% | |
| Vanguard Target Retirement 2055 Inv 9,196 units | Mutual Funds | — | $9K | $511K | 1.2% | |
| Impax Global Opportunities Institutional 29,017 units | Other securities | — | $29K | $475K | 1.2% | |
| Participants Loans Notes from Participants (interest ranging from 4.25% to 9.50%) | Bonds / Notes | — | — | $252K | 0.6% | |
| Vanguard Target Retirement 2065 Inv 4,426 units | Mutual Funds | — | $4K | $149K | 0.4% | |
| Vanguard Target Retirement 2060 Inv 2,482 units | Mutual Funds | — | $2K | $127K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
