Ashlyn Pinter signed Homeowners Financial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homeowners Financial Group's EIN is 20-0640473.
Download the official 2024 Form 5500 (PDF) for Homeowners Financial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homeowners Financial Group'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. USA | 01-0233346 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SVCS LLC | 34-1542819 | — | PLAN INVSTMNT ADVISORY | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 9 Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $3.6M | 15.7% | |
| 10 Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $2.7M | 11.4% | |
| 7 Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $2.6M | 11.4% | |
| 20 Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $2.3M | 9.9% | |
| 11 Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $1.8M | 7.6% | |
| 8 Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $1.6M | 6.7% | |
| 12 Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $1.2M | 5.3% | |
| FEDERATED HERMES CAPITAL PRESERV FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $935K | 4.0% | |
| 13 Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $929K | 4.0% | |
| 6 Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $731K | 3.2% | |
| 21 Fidelity Growth Company K6 | Mutual Funds | — | — | $688K | 3.0% | |
| Participant Loans 5.25% - 10.50% Interest Rate Range | Bonds / Notes | — | — | $644K | 2.8% | |
| 5 Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $565K | 2.4% | |
| s 1 JP Morgan JPMorgan US Govt MMkt Cap Cl | Mutual Funds | — | — | $524K | 2.3% | |
| 16 Vanguard American Balanced Fund R6 | Mutual Funds | — | — | $414K | 1.8% | |
| 27 MFS International Growth Fd R6 | Mutual Funds | — | — | $305K | 1.3% | |
| 23 Vanguard Mid-Cap Val Index Adm | Mutual Funds | — | — | $294K | 1.3% | |
| 25 Vanguard Small Growth Adml | Mutual Funds | — | — | $225K | 1.0% | |
| 22 T Rowe Price T Rowe Price Health Sciences I | Mutual Funds | — | — | $196K | 0.8% | |
| 2 BlackRock High Yield Prt K | Other securities | — | — | $157K | 0.7% | |
| 3 Vanguard Ttl Bd Mkt Ind Adm | Mutual Funds | — | — | $145K | 0.6% | |
| 24 Vanguard Sm Cap Val Ind (Adm) | Mutual Funds | — | — | $140K | 0.6% | |
| 19 Vanguard Value Index Fd Adm | Mutual Funds | — | — | $133K | 0.6% | |
| 26 Fidelity Emerging Markets Z | Mutual Funds | — | — | $132K | 0.6% | |
| 17 Cohen & Steers Cohen & Steers Real Est Sec Z | Other securities | — | — | $120K | 0.5% | |
| 4 Vanguard Target Ret Income Fd | Mutual Funds | — | — | $57K | 0.2% | |
| 18 Franklin Templeton Franklin Utilities Fund R6 | Mutual Funds | — | — | $43K | 0.2% | |
| 15 Vanguard Target Ret 2070 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 86-0751928 | — | AUDITOR | $16K | — |
