Cheryl Leonard signed Turtle & Hughes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Turtle & Hughes, Inc.'s EIN is 13-5444820.
Download the official 2024 Form 5500 (PDF) for Turtle & Hughes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Turtle & Hughes, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.0M | 17.1% | |
| Massachusetts Mutual Life Insurance Company Fixed Income Guaranteed Fund (GIA) | Common Stocks | — | — | $14.3M | 12.9% | |
| New York Life Investments Fixed Income Guaranteed Fund (GIA) | Other securities | — | — | $11.9M | 10.7% | |
| Northern Trust NORTHERN TRUST COLLECTIVE S&P 500 IF | Common Collective Trusts | — | — | $11.1M | 10.0% | |
| NT COL S&P 500 IDX FD - DC NL 4 NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $11.1M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.8M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.7M | 6.1% | |
| JPMorgan LARGE CAP GROWTH FUND CLASS R6 | Other securities | — | — | $5.3M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.1% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $4.2M | 3.8% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $3.5M | 3.2% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.4M | 3.1% | |
| Fidelity Investments FIDELITY MID CAP INDEX | Mutual Funds | — | — | $3.0M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| BlackRock TOTAL RETURN K | Other securities | — | — | $1.9M | 1.7% | |
| Great Gray Trust Company GREAT GRAY EUPAC TRUST CLASS R1 | Common Stocks | — | — | $1.5M | 1.3% | |
| GC EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| Massachusetts Mutual Life Insurance Company MASSMUTUAL OVERSEAS I | Common Stocks | — | — | $1.3M | 1.2% | |
| Notes receivable from participants Participant loans with annual interest rates ranging from 5.25% to 10.50%, maturing through 2030 | Bonds / Notes | — | — | $968K | 0.9% | |
| Northern Trust iSHARES MSCI ACWI IF | Other securities | — | — | $932K | 0.8% | |
| NT COL ACWI EX-US IMI 4 NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $932K | 0.8% | |
| Massachusetts Mutual Life Insurance Company MASSMUTUAL INF-PROT AND INC I | Common Stocks | — | — | $833K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $816K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $410K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $284K | 0.3% | |
| Driehaus EMERGING MARKETS GROWTH | Other securities | — | — | $265K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $239K | 0.2% | |
| Allspring SPECIAL SMALL CAP VALUE R6 | Other securities | — | — | $201K | 0.2% | |
| Fidelity Investments FIDELITY GOVERNMENT MMKT K6 | Mutual Funds | — | — | $41K | <0.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $36K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $35K | <0.1% | |
| NT COL AGG BOND INDEX FUND - NL 4 NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $34K | <0.1% | |
| Principal SMALLCAP GROWTH I R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
