Daniel Devine signed Hartree Partners, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hartree Partners, LP's EIN is 13-3937429.
Download the official 2024 Form 5500 (PDF) for Hartree Partners, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hartree Partners, LP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $769 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $20.5M | 21.5% | |
| Personal Choice Retirement | Self-Directed Brokerage | — | — | $7.6M | 8.0% | |
| Vanguard Trsy Money Mkt Invstr | Mutual Funds | — | — | $6.3M | 6.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $6.0M | 6.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.6M | 4.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $3.8M | 4.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.8M | 4.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.8M | 4.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.7M | 3.9% | |
| Fidelity Large Cap Growth Idx | Common Collective Trusts | — | — | $3.4M | 3.6% | |
| Vanguard Info Tech Idx Adm | Common Collective Trusts | — | — | $3.2M | 3.4% | |
| Vanguard Small Cap Index Admrl | Mutual Funds | — | — | $2.9M | 3.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.8M | 2.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.4M | 2.5% | |
| Schwab Fdmtl Us Lg Co Idx | Common Collective Trusts | — | — | $2.4M | 2.5% | |
| Vanguard Developed Mkt Idx Adm | Common Collective Trusts | — | — | $2.3M | 2.4% | |
| Vanguard Ttl Bond Mkt Idx Adm | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fid Advisor Emerging Markets A | Mutual Funds | — | — | $1.5M | 1.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.2M | 1.2% | |
| Blackrock High Yield Bond Inst | Other securities | — | — | $1.1M | 1.2% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $877K | 0.9% | |
| Vanguard Inflation Protect Admiral | Mutual Funds | — | — | $759K | 0.8% | |
| Vanguard Health Care Index Adm | Mutual Funds | — | — | $657K | 0.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $606K | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $565K | 0.6% | |
| Victory Short-Term Bond | Other securities | — | — | $543K | 0.6% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $531K | 0.6% | |
| First Eagle Gold Fund | Other securities | — | — | $514K | 0.5% | |
| Participant loans | Participant loans | — | — | $422K | 0.4% | |
| Vanguard Cons Discret Index | Mutual Funds | — | — | $415K | 0.4% | |
| Vanguard Industrials Index Adm | Mutual Funds | — | — | $384K | 0.4% | |
| Vanguard Cons Staples Index Adm | Mutual Funds | — | — | $325K | 0.3% | |
| Victory Trivalent Intl | Other securities | — | — | $311K | 0.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $286K | 0.3% | |
| Vanguard Utilities Index Adm | Mutual Funds | — | — | $256K | 0.3% | |
| Vanguard Comm Services Index | Mutual Funds | — | — | $204K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
