Hazen and Sawyer, D.P.C.'s EIN is 13-2904652.
Download the official 2024 Form 5500 (PDF) for Hazen and Sawyer, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hazen and Sawyer, D.P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | — | NONE | -$24K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES/UNITS * Fidelity Blue Chip Growth K6 | Mutual Funds | — | $2.7M | $99.5M | 18.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | $372K | $75.9M | 13.8% | |
| S T. Rowe Price Retirement 2045 H | Common Collective Trusts | — | $857K | $32.4M | 5.9% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $32.4M | 5.9% | |
| T. Rowe Price IS Mid-Cap EQ GR Fund | Other securities | — | $491K | $29.7M | 5.4% | |
| T. Rowe Price New Horizons Fund | Other securities | — | $492K | $27.7M | 5.0% | |
| Great Gray T. Rowe Price Stable Value Fund S | Stable Value | — | $2.5M | $26.7M | 4.9% | |
| GG TRP STABLE VAL S GREAT GRAY TRUST COMPANY · EIN 38-7010946 / PN 655 | Common Collective Trust | — | — | $26.7M | 4.9% | |
| T. Rowe Price Retirement 2040 H | Other securities | — | $693K | $25.4M | 4.6% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.4M | 4.6% | |
| T. Rowe Price Retirement 2030 H | Other securities | — | $768K | $24.6M | 4.5% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.6M | 4.5% | |
| MFS New Disc Val R6 | Mutual Funds | — | $1.0M | $19.1M | 3.5% | |
| SELF-DIRECTED BROKERAGE ACCOUNT N/A | Self-Directed Brokerage | — | — | $19.1M | 3.5% | |
| T. Rowe Price Retirement 2035 H | Other securities | — | $499K | $17.3M | 3.1% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.3M | 3.1% | |
| T. Rowe Price Retirement 2055 H | Other securities | — | $393K | $14.9M | 2.7% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $14.9M | 2.7% | |
| TRP RETIRE BAL H T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $14.5M | 2.6% | |
| T. Rowe Price Retirement Balanced H | Other securities | — | $701K | $14.5M | 2.6% | |
| MFS Value R6 | Mutual Funds | — | $265K | $12.8M | 2.3% | |
| T. Rowe Price Retirement 2025 H | Other securities | — | $436K | $12.8M | 2.3% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $12.8M | 2.3% | |
| T. Rowe Price Retirement 2050 H | Other securities | — | $293K | $11.1M | 2.0% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.0% | |
| Baird Core Plus Inst | Other securities | — | $1.0M | $10.2M | 1.9% | |
| T. Rowe Price Retirement 2060 H | Other securities | — | $389K | $9.3M | 1.7% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.7% | |
| T. Rowe Price Retirement 2020 H | Other securities | — | $335K | $9.0M | 1.6% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.6% | |
| T. Rowe Price Overseas Stock | Other securities | — | $690K | $8.7M | 1.6% | |
| Fidelity US Bond Idx | Common Collective Trusts | — | $784K | $8.0M | 1.5% | |
| Fidelity International Index | Mutual Funds | — | $115K | $5.5M | 1.0% | |
| Fidelity Extended Market Indx | Mutual Funds | — | $45K | $4.1M | 0.7% | |
| MFS Mid-Cap Value R6 | Mutual Funds | — | $101K | $3.2M | 0.6% | |
| 9.50% with maturities through 2034 | Bonds / Notes | — | — | $2.2M | 0.4% | |
| Vanguard Tl Intl Bd Idx Ad | Common Collective Trusts | — | $108K | $2.1M | 0.4% | |
| DFA Emerging Market Core Eq | Mutual Funds | — | $91K | $2.1M | 0.4% | |
| T. Rowe Price Retirement 2065 H | Other securities | — | $116K | $1.7M | 0.3% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| T. Rowe Price Retirement 2015 H | Other securities | — | $54K | $1.3M | 0.2% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| T. Rowe Price Retirement 2010 H | Other securities | — | $54K | $1.2M | 0.2% | |
| T. Rowe Price Retirement 2005 H | Other securities | — | $19K | $402K | <0.1% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $402K | <0.1% | |
| Vanguard VMMR-Fed Mmkt | Mutual Funds | — | $64K | $64K | <0.1% | |
| TRP RETIRE 2065 D T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 D T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 D T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
