GREG Pulitano signed Hunter Roberts Construction Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunter Roberts Construction Group, LLC's EIN is 20-2303474.
Download the official 2024 Form 5500 (PDF) for Hunter Roberts Construction Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunter Roberts Construction Group, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $66K | — |
| WBG ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH CO K6 | Mutual Funds | — | — | $18.1M | 15.2% | |
| Fidelity FID CONTRAFUND K6 | Mutual Funds | — | — | $15.4M | 12.9% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $7.4M | 6.2% | |
| JP Morgan JPM SMRTRET 2055 R6 | Other securities | — | — | $7.1M | 6.0% | |
| JP Morgan JPM SMRTRET 2045 R6 | Other securities | — | — | $6.6M | 5.5% | |
| Janus Henderson J H FLEXIBLE BOND N | Mutual Funds | — | — | $5.8M | 4.9% | |
| JP Morgan JPM SMRTRET 2060 R6 | Other securities | — | — | $5.3M | 4.5% | |
| JP Morgan JPM SMRTRET 2050 R6 | Other securities | — | — | $4.7M | 4.0% | |
| MFS Investment MFS INTL DIVRSN R6 | Mutual Funds | — | — | $4.7M | 3.9% | |
| JP Morgan JPM SMRTRET 2040 R6 | Other securities | — | — | $4.5M | 3.8% | |
| Columbia COL DIVIDEND INC I3 | Common Stocks | — | — | $4.5M | 3.8% | |
| Fidelity FID PURITAN K | Mutual Funds | — | — | $4.1M | 3.4% | |
| JP Morgan JPM SMRTRET 2025 R6 | Other securities | — | — | $4.0M | 3.3% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $3.6M | 3.0% | |
| PUTNAM SM CAP GR R6 | Mutual Funds | — | — | $2.8M | 2.3% | |
| JP Morgan JPM SMRTRET 2030 R6 | Other securities | — | — | $2.7M | 2.2% | |
| Brown Capital BROWN SMALL CO INST | Common Stocks | — | — | $2.2M | 1.8% | |
| JP Morgan JPM SMRTRET 2035 R6 | Other securities | — | — | $2.0M | 1.7% | |
| MainStay NYLI W LRG CP GR R6 | Other securities | — | — | $1.9M | 1.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $1.8M | 1.5% | |
| JP Morgan JPM SMRTRET 2020 R6 | Other securities | — | — | $1.7M | 1.4% | |
| Thornburg THORNBRG DEV WRLD R6 | Other securities | — | — | $1.7M | 1.4% | |
| John Hancock JH DSCPL VAL MDCP R6 | Other securities | — | — | $1.6M | 1.4% | |
| Neuberger Berman NB MID CAP GROWTH R6 | Other securities | — | — | $980K | 0.8% | |
| Participant Loans Interest rate ranging from 4.25% to 9.5% -0- | Bonds / Notes | — | — | $899K | 0.8% | |
| All Spring AS EMRG MKTS EQ R6 | Other securities | — | — | $708K | 0.6% | |
| JP Morgan JPM SMRTRET INC R6 | Common Stocks | — | — | $633K | 0.5% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $569K | 0.5% | |
| American Century AM CENT SMCAP VAL R6 | Other securities | — | — | $510K | 0.4% | |
| All Spring AS GOVT SECS IS | Other securities | — | — | $393K | 0.3% | |
| Calvert CONS ALLOC I | Other securities | — | — | $158K | 0.1% | |
| Calvert GRTH ALLOC I | Other securities | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-0628366 |
| — |
| CONSULTANT |
| $33K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPAS P.C. | 11-3266576 | — | ACCOUNTANT/AUDITOR | $16K | — |
