Karen Carter signed Hancock Estabrook, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hancock Estabrook, LLP's EIN is 15-0502175.
Download the official 2024 Form 5500 (PDF) for Hancock Estabrook, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hancock Estabrook, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | -$12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $68K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.8M | 13.6% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $5.5M | 11.0% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $4.5M | 9.0% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $4.5M | 9.0% | |
| AmericanFunds American Mutual R6 | Other securities | — | — | $2.8M | 5.6% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | — | $2.6M | 5.2% | |
| Parnassus Core Equity Fund | Other securities | — | — | $2.2M | 4.4% | |
| Fidelity International Index | Mutual Funds | — | — | $2.2M | 4.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.1M | 4.1% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $2.0M | 4.1% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.9M | 3.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| Janus Enterprise Fund Class T | Mutual Funds | — | — | $1.2M | 2.4% | |
| Baron Small Cap Fund Institutional Class | Other securities | — | — | $1.2M | 2.4% | |
| WCM Focused International Growth Fund Institutiona | Other securities | — | — | $1.2M | 2.3% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.0M | 2.1% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $1.0M | 2.1% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $1.0M | 2.1% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $1.0M | 2.0% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $702K | 1.4% | |
| Victory Integrity Small Cap Value Class Y | Other securities | — | — | $680K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $544K | 1.1% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $169K | 0.3% | |
| various dates through October 2028 | Other securities | — | — | $162K | 0.3% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $130K | 0.3% | |
| T. Rowe Price Retirement 2005 | Other securities | — | — | $63K | 0.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $23K | <0.1% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $9K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
