Allan KOCH signed Hallstar Services Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hallstar Services Corporation's EIN is 20-0924709.
Download the official 2023 Form 5500 (PDF) for Hallstar Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hallstar Services Corporation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-1520346 | — | NONE | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK S&P 500 INDEX CIT N PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $1.1M | $3.2M | 12.6% | |
| DODGE & COX INTERMEDIATE BOND CIT N PRINCIPAL · EIN 47-6566265 / PN 001 | Common Collective Trust | — | $2.0M | $2.3M | 9.2% | |
| CORE BOND CIT N ALLSPRING · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $2.1M | $2.3M | 9.2% | |
| Principal 233,067.167 shares, Federated Total Return Bond Cit N | Common Collective Trusts | — | $2.0M | $2.3M | 9.2% | |
| FEDERATED TOTAL RETURN BOND CIT N PRINCIPAL · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $2.5M | $2.3M | 9.2% | |
| BLACKROCK S&P MIDCAP INDEX CIT N PRINCIPAL · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $1.1M | $2.1M | 8.4% | |
| BLACKROCK INTL EQ INDEX CIT N PRINCIPAL · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $892K | $1.2M | 4.8% | |
| T-ROWE PRICE INST LCG MGD CIT N PRINCIPAL · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $464K | $1.2M | 4.8% | |
| ALLIANCE BERNSTEIN LG CAP GR CIT N PRINCIPAL · EIN 82-6249680 / PN 001 | Common Collective Trust | — | $807K | $1.2M | 4.8% | |
| MULTI-MANAGER SMALL CAP CIT N PRINCIPAL · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $705K | $1.2M | 4.8% | |
| T-ROWE PRICE INST EQ INC MGD CIT N PRINCIPAL · EIN 46-6586666 / PN 001 | Common Collective Trust | — | $419K | $966K | 3.9% | |
| MFS VALUE CIT N PRINCIPAL · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $340K | $960K | 3.8% | |
| Dodge & Cox 16,328.357 shares, International Stock Fund #1048 | Mutual Funds | — | $715K | $911K | 3.6% | |
| American Funds 15,035.487 shares, Europacific Growth Fund Class R6 #2616 | Mutual Funds | — | $951K | $908K | 3.6% | |
| Principal Short Term Investment Fund A | Cash / Money Market | — | $749K | $749K | 3.0% | |
| Dodge & Cox 1,762.889 shares, Stock Fund #145 | Mutual Funds | — | $347K | $484K | 1.9% | |
| Acadian Investments 15,679.029 shares, Emerging Markets Portfolio Class I #1960 | Other securities | — | $299K | $386K | 1.5% | |
| Oppenheimer 9,116.440 shares, Developing Markets Fund Class R6 #7038 | Mutual Funds | — | $353K | $377K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
