Kelly Embley signed Huntsworth Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huntsworth Group, Inc.'s EIN is 13-3313044.
Download the official 2024 Form 5500 (PDF) for Huntsworth Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huntsworth Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $99K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR RETIREMENT MANAGER |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2050 FUND - K | Registered Investment Companies | — | — | $14.4M | 10.8% | |
| FIDELITY FREEDOM 2045 FUND - K | Registered Investment Companies | — | — | $13.2M | 9.9% | |
| FIDELITY FREEDOM 2040 FUND - K | Registered Investment Companies | — | — | $12.5M | 9.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $12.5M | 9.4% | |
| FIDELITY FREEDOM 2055 FUND - K | Registered Investment Companies | — | — | $10.6M | 8.0% | |
| FIDELITY GROWTH COMPANY K6 | Registered Investment Companies | — | — | $10.6M | 8.0% | |
| FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $9.8M | 7.4% | |
| FIDELITY FREEDOM 2035 FUND - K | Registered Investment Companies | — | — | $8.9M | 6.7% | |
| FIDELITY FREEDOM 2060 FUND - K | Registered Investment Companies | — | — | $5.4M | 4.1% | |
| FIDELITY FREEDOM 2030 FUND - K | Registered Investment Companies | — | — | $4.8M | 3.6% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $3.1M | 2.3% | |
| FIDELITY GOVT MONEY MRKT PREM | Registered Investment Companies | — | — | $2.9M | 2.2% | |
| FIDELITY LOW PRICED STOCK K | Registered Investment Companies | — | — | $2.8M | 2.1% | |
| FIDELITY FREEDOM 2025 FUND - K | Registered Investment Companies | — | — | $2.3M | 1.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.8M | 1.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.7M | 1.3% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $1.7M | 1.3% | |
| NEUBERGER BERMAN GENESIS INSTL | Registered Investment Companies | — | — | $1.7M | 1.3% | |
| FIDELITY FREEDOM 2020 FUND - K | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $1.5M | 1.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| FIDELITY FREEDOM 2065 FUND K | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| HOTCHKIS AND WILEY SM CAP VL Z | Registered Investment Companies | — | — | $804K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $738K | 0.6% | |
| BNY MELLON WORLDWIDE GROWTH I | Registered Investment Companies | — | — | $683K | 0.5% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $651K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $559K | 0.4% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $336K | 0.3% | |
| FIDELITY FREEDOM 2010 FUND - K | Registered Investment Companies | — | — | $312K | 0.2% | |
| FIDELITY FREEDOM 2015 FUND - K | Registered Investment Companies | — | — | $309K | 0.2% | |
| FIDELITY FREEDOM INCOME - K | Registered Investment Companies | — | — | $207K | 0.2% | |
| FIDELITY GROWTH COMPANY - K | Registered Investment Companies | — | — | $148K | 0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $32K | <0.1% | |
| MFS TECHNOLOGY FUND - R6 | Registered Investment Companies | — | — | $30K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| FIDELITY MANAGED INCOME I FIDELITY INV INST CO INC · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT MANAGER |
| $540 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
