Jim Prince signed Hartzog Conger Cason LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hartzog Conger Cason LLP's EIN is 20-1997652.
Download the official 2024 Form 5500 (PDF) for Hartzog Conger Cason LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hartzog Conger Cason LLP's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | $9.0M | 83.9% |
| MORLEY STABLE VALUE I FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $1.7M | 16.1% |
