Haver Analytics, Inc.'s EIN is 13-2965030.
Download the official 2024 Form 5500 (PDF) for Haver Analytics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haver Analytics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 | — | NONE | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $0 | — |
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 500 Index Fund | Mutual Funds | — | $55K | $11.2M | 22.5% | |
| Investment in Haver Analytics, Inc. Common stock, 2,570,578 allocated shares | Common Stocks | — | $1.2M | $5.9M | 11.8% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | $320K | $5.3M | 10.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $502K | $4.8M | 9.6% | |
| , AT CONTRACT VALUE * Principal Guaranteed Option | Insurance Contracts | — | $614K | $4.4M | 8.9% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | $83K | $3.1M | 6.2% | |
| Principal Global Investors - International Equity Index | Common Collective Trusts | — | $141K | $2.9M | 5.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $2.9M | 5.8% | |
| Principal Global Investors - Principal Core Fixed Income | Other securities | — | $99K | $1.8M | 3.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.8M | 3.5% | |
| Vanguard Equity-Income Adm Fund | Mutual Funds | — | $16K | $1.4M | 2.8% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | $50K | $1.2M | 2.4% | |
| Investment in Haver Analytics, Inc. maturity 12/31/37, 2.6% interest | Bonds / Notes | — | $204K | $1.0M | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $25K | $839K | 1.7% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | $7K | $676K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $22K | $611K | 1.2% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | $5K | $572K | 1.1% | |
| , 453,631 unallocated shares; | Common Stocks | — | — | $454K | 0.9% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | $5K | $421K | 0.8% | |
| American Centur Mid-Cap Value R6 | Other securities | — | $21K | $333K | 0.7% | |
| JP Morgan Small Cap Growth R6 Fund | Other securities | — | $15K | $329K | 0.7% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | $9K | $309K | 0.6% | |
| American Funds NewWorld R6 | Mutual Funds | — | $3K | $207K | 0.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS through 2029 | Other securities | — | — | $131K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $60K | 0.1% | |
| MFS Intl Growth R6 Fund 428 | Mutual Funds | — | — | $18K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
