Katie Linthicum4921 signed Hoover & Strong, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoover & Strong, Inc.'s EIN is 16-0484880.
Download the official 2024 Form 5500 (PDF) for Hoover & Strong, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoover & Strong, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Century Growth R6 American Century 0 | Other securities | — | — | $831K | 15.5% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $618K | 11.5% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $428K | 8.0% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $392K | 7.3% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $324K | 6.1% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | Other securities | — | — | $312K | 5.8% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $275K | 5.1% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $250K | 4.7% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $231K | 4.3% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $227K | 4.3% | |
| Vanguard Interm-Term Treasury Adm Vanguard 0 | Mutual Funds | — | — | $202K | 3.8% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $175K | 3.3% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | Other securities | — | — | $175K | 3.3% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $162K | 3.0% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $135K | 2.5% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $131K | 2.4% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | Other securities | — | — | $82K | 1.5% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | Other securities | — | — | $77K | 1.4% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $70K | 1.3% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | Other securities | — | — | $63K | 1.2% | |
| BlackRock Liquidity Funds FedFund Instl BlackRock 0 | Cash / Money Market | — | — | $40K | 0.7% | |
| T. Rowe Price Retirement 2010 I T. Rowe Price 0 | Other securities | — | — | $3K | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| CL)RESOURCES DIVERSIFIED EQUITY CL ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CL)RESOURCES DIVERS RISK MITIGATION ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
