Robert Blanchard signed HF Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HF Management Services, LLC's EIN is 13-4069806.
Download the official 2024 Form 5500 (PDF) for HF Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HF Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $431K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $368K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $91.6M | 13.5% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $66.7M | 9.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $63.3M | 9.3% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $59.5M | 8.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $55.0M | 8.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $40.3M | 5.9% | |
| HARBOR CAPITAL APPREC. CIT CLASS R HARBOR TRUST COMPANY ,INC . · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $33.6M | 5.0% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $33.5M | 4.9% | |
| Vanguard Total International Stock Index Institutional Shares | Mutual Funds | — | — | $33.4M | 4.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $27.3M | 4.0% | |
| Vanguard Total Bond Market Index Institutional Shares | Mutual Funds | — | — | $26.8M | 4.0% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $25.7M | 3.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $19.3M | 2.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.6M | 2.1% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $12.5M | 1.8% | |
| Vanguard Windsor II Admiral Shares | Mutual Funds | — | — | $9.3M | 1.4% | |
| Vanguard Intermediate-Term Treasury Fund: Admiral Shares | Mutual Funds | — | — | $7.5M | 1.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.1% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.9% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $5.5M | 0.8% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $4.0M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| Self-directed Brokerage Accounts *Vanguard Vanguard Brokerage Option | Self-Directed Brokerage | — | — | $3.0M | 0.4% | |
| PGIM Total Return Bond Fund; R6 | Other securities | — | — | $2.2M | 0.3% | |
| Carillion Eagle Mid Cap Growth Fund | Other securities | — | — | $1.9M | 0.3% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1.7M | 0.3% | |
| MFS MID CAP VALUE FUND; CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| Principal Real Estate Principal Real Estate Securities Fund | Other securities | — | — | $1.1M | 0.2% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $408K | <0.1% | |
| Victory Sycamore Small Company Opportunity Fund; Class R6 | Common Stocks | — | — | $403K | <0.1% | |
| Money Market Funds *Vanguard Vanguard Federal Money Market Fund | Mutual Funds | — | — | $243K | <0.1% | |
| Vanguard Institutional Target Retirement Income and Growth Fund | Mutual Funds | — | — | $126K | <0.1% | |
| VFTC TGT RET INC AND GR TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $126K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
