Katie Richman signed Hachette BOOK Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hachette BOOK Group, Inc.'s EIN is 13-3922175.
Download the official 2024 Form 5500 (PDF) for Hachette BOOK Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hachette BOOK Group, Inc.'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 | — | RECORDKEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $92K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $38.2M | 13.5% | |
| FID GROWTH CO K6 Mutual Fund | Mutual Funds | — | — | $30.3M | 10.7% | |
| FID FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $22.9M | 8.1% | |
| FID FREEDOM 2030 K6 Mutual Fund | Mutual Funds | — | — | $21.4M | 7.6% | |
| FID FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $20.2M | 7.1% | |
| FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $20.0M | 7.1% | |
| FID FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $15.6M | 5.5% | |
| FID FREEDOM 2025 K6 Mutual Fund | Mutual Funds | — | — | $14.8M | 5.2% | |
| ABF LG CAP VALUE R6 Mutual Fund | Other securities | — | — | $12.6M | 4.4% | |
| MIP CL 2 Common Collective Trust | Common Collective Trusts | — | — | $11.3M | 4.0% | |
| FID FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $10.8M | 3.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $10.6M | 3.7% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $9.3M | 3.3% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $8.7M | 3.1% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $6.1M | 2.2% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $5.6M | 2.0% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $5.1M | 1.8% | |
| FID FREEDOM 2020 K6 Mutual Fund | Mutual Funds | — | — | $3.8M | 1.4% | |
| FID FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $3.8M | 1.3% | |
| Fidelity BrokerageLink Brokerage Options | Mutual Funds | — | — | $3.7M | 1.3% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $3.4M | 1.2% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $3.3M | 1.2% | |
| GLENMEDE SMCAP EQ IS Mutual Fund | Other securities | — | — | $2.9M | 1.0% | |
| JH DSCPL VAL MDCP R6 Mutual Fund | Other securities | — | — | $2.4M | 0.9% | |
| Participant Loans maturing through September 2033 | Participant loans | — | — | $1.8M | 0.6% | |
| FID FREEDOM 2015 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 0.5% | |
| FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 0.4% | |
| FID FREEDOM INC K6 Mutual Fund | Mutual Funds | — | — | $983K | 0.3% | |
| FID FREEDOM 2010 K6 Mutual Fund | Mutual Funds | — | — | $737K | 0.3% | |
| AS SPL SM CAP VAL R6 Mutual Fund | Other securities | — | — | $318K | 0.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $186K | <0.1% | |
| AB SM CAP GRTH Z Mutual Fund | Other securities | — | — | $180K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
