Sandra Kuzmich signed HAUG Partners LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HAUG Partners LLP's EIN is 13-3963911.
Download the official 2024 Form 5500 (PDF) for HAUG Partners LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HAUG Partners LLP'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 |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | N/A | $17K | — |
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 500 Index | Common Collective Trusts | — | — | $17.8M | 32.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.7M | 8.6% | |
| Charles Schwab Government Money Fund | Mutual Funds | — | — | $4.4M | 8.0% | |
| Fidelity Total Bond Mutual Fund | Mutual Funds | — | — | $2.2M | 4.1% | |
| American Fund 2060 Target Date Retirement R6 | Other securities | — | — | $2.0M | 3.6% | |
| American Fund 2055 Target Date Retirement R6 | Other securities | — | — | $1.6M | 2.9% | |
| DFA Large Cap International Port Instl | Mutual Funds | — | — | $1.4M | 2.6% | |
| American Fund 2355 Target Date Retirement R6 | Other securities | — | — | $1.3M | 2.4% | |
| American Fund 2050 Target Date Retirement R6 | Other securities | — | — | $1.2M | 2.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.0M | 1.9% | |
| Fidelity Intl Index | Mutual Funds | — | — | $962K | 1.8% | |
| American Fund 2040 Target Date Retirement R6 | Other securities | — | — | $836K | 1.5% | |
| American Fund 2010 Target Date Retirement R6 | Other securities | — | — | $754K | 1.4% | |
| Delaware Ivy Large Cap Growth R6 | Other securities | — | — | $685K | 1.3% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $659K | 1.2% | |
| American Fund 2030 Target Date Retirement R6 | Other securities | — | — | $502K | 0.9% | |
| American Fund 2045 Target Date Retirement R6 | Other securities | — | — | $467K | 0.9% | |
| DFA US Small AP Value Port Instl | Mutual Funds | — | — | $267K | 0.5% | |
| American Fund 2020 Target Date Retirement R6 | Other securities | — | — | $264K | 0.5% | |
| with varying maturities. -0- | Other securities | — | — | $209K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $129K | 0.2% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $70K | 0.1% | |
| MFS Mid Cap Value CL R6 | Mutual Funds | — | — | $70K | 0.1% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $66K | 0.1% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP INDEX EQUITY FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE ASSET RETURN FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| 2060 RETIREMENT DATE FUND R2 MMTC COLLECTIVE TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| AGGRESSIVE RISK FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| BOND CORE PLUS FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% | |
| BOND INDEX FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL PRESERVATION FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| CONVERATIVE RISK FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| INFLATION PROTECTION FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL-MID CAP INDEX EQUITY R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| MODERATE RISK FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| POST RETIREMENT DATE FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| REAL ASSET RETURN FUND R2 MTC COLLECTIVE TRUST · EIN 04-6691601 / PN 023 | 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.
