Amanda Reed signed Halton Group Americas Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Halton Group Americas Inc.'s EIN is 20-2371429.
Download the official 2024 Form 5500 (PDF) for Halton Group Americas Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Halton Group Americas Inc.'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD AND CO INC | 39-6037917 | — | NONE | $23K | — |
| STIFEL NICOLAUS AND CO INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $17.9M | 84.0% | |
| Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $4.5M | 21.3% | |
| AUL Stable Value Fund Guaranteed Investment Contract | Stable Value | — | — | $2.7M | 12.7% | |
| Blackrock Total Return Mutual Fund | Other securities | — | — | $2.6M | 12.0% | |
| Blackrock Equity Dividend Mutual Fund | Other securities | — | — | $2.2M | 10.4% | |
| Vanguard US Growth Adm Mutual Fund | Mutual Funds | — | — | $2.0M | 9.5% | |
| Goldmansachs Int Eq Insi Mutual Fund | Other securities | — | — | $1.0M | 4.9% | |
| Amerfds 2040 Trgt Date Ret Mutual Fund | Other securities | — | — | $1.0M | 4.9% | |
| Amerfds 2050 Trgt Date Ret Mutual Fund | Other securities | — | — | $962K | 4.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $738K | 3.5% | |
| Participant Loans 175 loans; 4.25-9.50% | Bonds / Notes | — | — | $698K | 3.3% | |
| Vanguard Dev Mkts Idx Adm Mutual Fund | Common Collective Trusts | — | — | $493K | 2.3% | |
| DFA Emerging Markets Mutual Fund | Mutual Funds | — | — | $413K | 1.9% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $388K | 1.8% | |
| DFA Real Estate Securities Mutual Fund | Mutual Funds | — | — | $366K | 1.7% | |
| Fidelity Adv Sm Cap Value Mutual Fund | Mutual Funds | — | — | $342K | 1.6% | |
| Macquarie Small Cap Core Mutual Fund 19 Pimco Real Return Instl Mutual Fund | Mutual Funds | — | — | $208K | 1.0% | |
| Amerfds 2055 Trgt Date Ret Mutual Fund | Other securities | — | — | $135K | 0.6% | |
| Amerfds 2065 Trgt Date Ret Mutual Fund | Other securities | — | — | $117K | 0.5% | |
| Amerfds 2060 Trgt Date Ret Mutual Fund | Other securities | — | — | $106K | 0.5% | |
| Amerfds 2030 Trgt Date Ret Mutual Fund | Other securities | — | — | $54K | 0.3% | |
| Amerfds 2045 Trgt Date Ret Mutual Fund | Other securities | — | — | $41K | 0.2% | |
| Jan Hen Triton Mutual Fund | Other securities | — | — | $25K | 0.1% | |
| Amerfds 2035 Trgt Date Ret Mutual Fund | Other securities | — | — | $25K | 0.1% | |
| Amerfds 2015 Trgt Date Ret Mutual Fund 84 Amerfds 2020 Trgt Date Ret Mutual Fund 403 Amerfds 2025 Trgt Date Ret Mutual Fund | Other securities | — | — | $19K | <0.1% | |
| Amerfds American Balanced Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Vanguard High Yield Corp Adm Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Amerfds Washington Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Amerfds 2010 Trgt Date Ret Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Int-Term Bond Idx Adm Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0538770 |
| — |
| NONE |
| $20K |
| — |
| MESIROW FINANCIAL INVSTMNT MGMT INC | — | CHICAGO, IL | NONE | $10K | — |
