Georgina HITE signed The Hanover Research Council, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Hanover Research Council, LLC's EIN is 20-0253005.
Download the official 2024 Form 5500 (PDF) for The Hanover Research Council, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Hanover Research Council, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFREHN CONSULTING | 26-2629224 | — | INVESTMENT ADVISORY | $102K | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.5M | 22.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.7M | 12.4% | |
| Vanguard Total Stock Market Index Fund " | Common Collective Trusts | — | — | $3.5M | 9.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.2M | 8.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.6M | 6.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 5.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 5.0% | |
| Wilmington Multi-Manager Real Asset Fund " ** 773 JP Morgan Large Cap Growth Fund " | Other securities | — | — | $1.4M | 3.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| Vanguard Global Equity Fund " | Mutual Funds | — | — | $1.0M | 2.7% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $760K | 2.0% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $758K | 2.0% | |
| JP Morgan Mid Cap Growth Fund " | Other securities | — | — | $660K | 1.7% | |
| Vanguard Value Index Fund " | Common Collective Trusts | — | — | $655K | 1.7% | |
| John Hancock Bond Fund " | Other securities | — | — | $636K | 1.7% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $609K | 1.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $588K | 1.5% | |
| Vanguard Small Cap Value Index Fund " | Common Collective Trusts | — | — | $581K | 1.5% | |
| MFS Mid Cap Value Fund " | Mutual Funds | — | — | $383K | 1.0% | |
| Vanguard FTSE Social Index Fund " | Common Collective Trusts | — | — | $263K | 0.7% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $253K | 0.7% | |
| Vanguard Strategic Equity Fund " | Mutual Funds | — | — | $251K | 0.7% | |
| Fixed Income Guaranteed Option Guaranteed insurance contract | Other securities | — | — | $238K | 0.6% | |
| Vanguard Explorer Admiral Fund " | Mutual Funds | — | — | $179K | 0.5% | |
| Participant Loans (5.25%-10.50%) - | Bonds / Notes | — | — | $137K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $134K | 0.4% | |
| JP Morgan U.S. Research Enhanced Equity Fund " | Other securities | — | — | $133K | 0.4% | |
| Thornburg Developing World Fund " | Other securities | — | — | $125K | 0.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $120K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $55K | 0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $54K | 0.1% | |
| BlackRock High Yield Bond Fund " | Other securities | — | — | $47K | 0.1% | |
| Lord Abbett Inflation Focused Fund Class R6 " | Mutual Funds | — | — | $37K | <0.1% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $34K | <0.1% | |
| Destinations Global Fixed Income Opportunities Fund Class I " | Other securities | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% | |
| PIMCO Long Term Real Rtn Institutional Fund " | Mutual Funds | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |