John Spielberger signed The Haddad Organization, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Haddad Organization, Ltd.'s EIN is 13-2856820.
Download the official 2024 Form 5500 (PDF) for The Haddad Organization, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Haddad Organization, Ltd.'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 |
|---|---|---|---|---|---|
| E.R.I.S.A., INC. | 36-3180571 | — | SERVICE PROVIDER | $9K | — |
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | SERVICE PROVIDER | — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGRD GROWTH INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.8M | 15.1% | |
| VANGRD VALUE INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.4M | 7.6% | |
| Voya Vangaurd Institutional Target Retirement - | Other securities | — | — | $4.2M | 7.2% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.2M | 7.2% | |
| 2040 Fund * Voya Vangaurd Institutional Target Retirement - | Other securities | — | — | $4.0M | 6.9% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.0M | 6.9% | |
| 2030 Fund * Voya Vangaurd Institutional Target Retirement - | Other securities | — | — | $3.7M | 6.4% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 6.4% | |
| 2050 Fund * Voya Vangaurd Institutional Target Retirement - | Other securities | — | — | $3.4M | 5.8% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 5.8% | |
| METLIFE STABLE VAL SR 25053 0 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| 2070 Fund Life Insurance Policies * Mass Mutual Life Insurance Life Insurance Policies - | Other securities | — | — | $2.8M | 4.8% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.6M | 4.5% | |
| Adm * Voya Vangaurd Institutional Target Retirement - | Other securities | — | — | $2.6M | 4.5% | |
| Voya Vanguard Total World Stock Index Fund - | Common Collective Trusts | — | — | $2.5M | 4.4% | |
| VNGRD TTL WLD STK INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 4.4% | |
| 2035 Fund * Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $2.5M | 4.3% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 4.3% | |
| 2045 Fund * Voya Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $1.8M | 3.1% | |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.8M | 3.1% | |
| Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $1.7M | 3.0% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 3.0% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.5% | |
| VANGRD MID-CAP VL INDX FND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.0% | |
| 2020 Fund * Voya Vangard Total International Stock Index - | Other securities | — | — | $1.1M | 2.0% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $960K | 1.7% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $960K | 1.7% | |
| Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $941K | 1.6% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $941K | 1.6% | |
| VANGUARD REAL ESTATE INDX ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $916K | 1.6% | |
| VANGRD SM-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $852K | 1.5% | |
| Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $814K | 1.4% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $814K | 1.4% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $698K | 1.2% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $528K | 0.9% | |
| PIMCO CMDTYRLRTN STRAT FND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $406K | 0.7% | |
| Company Participant Loans * Participant Loans Notes receivable from participants through - | Common Stocks | — | — | $335K | 0.6% | |
| Voya Vanguard Emerging Markets Stock Index - | Mutual Funds | — | — | $212K | 0.4% | |
| VANGRD EM MKTS STK IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $212K | 0.4% | |
| Adm * Voya Vanguard High Yield Corporate Fund Adm - | Mutual Funds | — | — | $191K | 0.3% | |
| VANGRD HIGH-YD CORP FND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $191K | 0.3% | |
| Fund Adm * Voya Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $183K | 0.3% | |
| VANGRD TOT BD MKT IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $183K | 0.3% | |
| BLKRCK STRAT INC OPPS PT INS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $95K | 0.2% | |
| Voya Black Rock Strategic Inc Opps Port - | Common Stocks | — | — | $95K | 0.2% | |
| Institutional * Voya Vanguard Total International Bond Index - | Mutual Funds | — | — | $33K | <0.1% | |
| VANGRD TOT INT BND IN F ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33K | <0.1% | |
| Voya Vanguard Institutional Target Retirement - | Mutual Funds | — | — | $25K | <0.1% | |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25K | <0.1% |
