Brendan Coyle signed Harpoint Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harpoint Holdings, Inc.'s EIN is 20-0169418.
Download the official 2024 Form 5500 (PDF) for Harpoint Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harpoint Holdings, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $65K | — |
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 Funds 2030 Target Date Fund R6 357,681.39 shares | Mutual Funds | — | — | $6.2M | 25.1% | |
| American Funds 2035 Target Date Fund R6 193,140.46 shares | Mutual Funds | — | — | $3.7M | 15.0% | |
| American Funds 2040 Target Date Fund R6 176,016.03 shares | Mutual Funds | — | — | $3.6M | 14.7% | |
| American Funds 2025 Target Date Fund R6 168,316.29 shares | Mutual Funds | — | — | $2.6M | 10.4% | |
| American Funds 2045 Target Date Fund R6 115,260.50 shares | Mutual Funds | — | — | $2.4M | 9.9% | |
| Vanguard Total Stock Market Index Admiral 5,877.87 shares | Common Collective Trusts | — | — | $829K | 3.4% | |
| American Funds 2050 Target Date Fund R6 39,392.03 shares | Mutual Funds | — | — | $823K | 3.3% | |
| American Funds 2055 Target Date Fund R6 25,987.88 shares | Mutual Funds | — | — | $687K | 2.8% | |
| American Funds 2060 Target Date Fund R6 30,210.12 shares | Mutual Funds | — | — | $542K | 2.2% | |
| Notes Receivable from Participants * Various participants Interest rates of 5.25% - 10.50% | Bonds / Notes | — | — | $405K | 1.6% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $405K | $405K | 1.6% | |
| 1TR-STF | Other securities | — | $279K | $371K | 1.5% | |
| American Funds Bond Fund of America R6 27,807.06 shares | Mutual Funds | — | — | $310K | 1.3% | |
| Fidelity Contrafund 10,546.91 shares | Mutual Funds | — | — | $222K | 0.9% | |
| Vanguard Growth Index - Admiral 960.44 shares | Mutual Funds | — | — | $203K | 0.8% | |
| American Funds American Balanced Fund R6 4,959.27 shares | Mutual Funds | — | — | $170K | 0.7% | |
| Vanguard Mid-Cap Growth Index Admiral 1,306.04 shares | Mutual Funds | — | — | $143K | 0.6% | |
| Janus Henderson Global Life Sciences I 1,914.86 shares | Mutual Funds | — | — | $130K | 0.5% | |
| American Funds Growth Fund of America R6 1,706.81 shares | Mutual Funds | — | — | $127K | 0.5% | |
| American Funds 2020 Target Date Fund R6 9,185.69 shares | Mutual Funds | — | — | $124K | 0.5% | |
| American Funds 2065 Target Date Fund R6 6,804.21 shares | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral 1,187.37 shares | Mutual Funds | — | — | $117K | 0.5% | |
| T. Rowe Price Small-Cap Value I 1,684.17 shares | Other securities | — | — | $89K | 0.4% | |
| American Funds New World R6 988.02 shares | Mutual Funds | — | — | $76K | 0.3% | |
| American Funds New Perspective R6 1,203.26 shares | Mutual Funds | — | — | $75K | 0.3% | |
| Undiscovered Managers Behavioral Value R6 857.34 shares | Other securities | — | — | $72K | 0.3% | |
| Parnassus Core Equity - Inst 1,056.27 shares | Other securities | — | — | $63K | 0.3% | |
| American Funds Europacific GR R6 1,126.02 shares | Mutual Funds | — | — | $60K | 0.2% | |
| American Funds Investment Co of America R6 929.53 shares | Mutual Funds | — | — | $54K | 0.2% | |
| Fidelity Advisor Real Estate 2,270.13 shares | Mutual Funds | — | — | $38K | 0.2% | |
| Vanguard Energy ADM 456.09 shares | Mutual Funds | — | — | $37K | 0.1% | |
| John Hancock Disciplined Value Mid Cap R6 1,345.40 shares | Other securities | — | — | $36K | 0.1% | |
| American Funds Washington Mutual R6 461.40 shares | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral 302.32 shares | Mutual Funds | — | — | $25K | 0.1% | |
| Macquarie Systematic Emerg Mrkts Eq Inst 1,185.62 shares | Other securities | — | — | $23K | <0.1% | |
| American Funds Smallcap World R6 285.10 shares | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds American Hi Inc Tr R6 1,997.74 shares | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Value Index - Admiral 279.68 shares | Mutual Funds | — | — | $18K | <0.1% | |
| Invesco Small Cap Growth R6 339.74 shares | Mutual Funds | — | — | $13K | <0.1% | |
| First Eagle Gold R6 498.50 shares | Other securities | — | — | $13K | <0.1% | |
| American Funds Capital World G/I R6 177.96 shares | Mutual Funds | — | — | $11K | <0.1% | |
| T. Rowe Price Financial Services 175.76 shares | Other securities | — | — | $7K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| American Funds Capital Inc Bldr R6 43.62 shares | Mutual Funds | — | — | $3K | <0.1% | |
| John Hancock Disciplined Value Intl Fund R6 224.31 shares | Other securities | — | — | $3K | <0.1% | |
| PGIM Jennison Mid Cap Growth R6 63.80 shares | Other securities | — | — | $1K | <0.1% | |
| American Funds Capital World Bond R6 86.19 shares | 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.
