Hubbardton Forge, LLC's EIN is 20-3535651.
Download the official 2024 Form 5500 (PDF) for Hubbardton Forge, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hubbardton Forge, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Bond R6 | Other securities | — | — | $3.8M | 19.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.1M | 15.8% | |
| The Standard Cash Account ** 14 * The Standard Stable Asset Fund | Cash / Money Market | — | — | $2.5M | 12.5% | |
| Fidelity Inter Index | Mutual Funds | — | — | $2.3M | 11.5% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $1.5M | 7.6% | |
| American Funds American Balanced | Mutual Funds | — | — | $1.4M | 7.2% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.3M | 6.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $759K | 3.9% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | — | $443K | 2.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $438K | 2.2% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $437K | 2.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $311K | 1.6% | |
| from participants maturities through 2029 -0- | Other securities | — | — | $308K | 1.6% | |
| T. Rowe Price Health Sciences Fund Inc | Common Stocks | — | — | $259K | 1.3% | |
| Putnam Small Cap Growth R6l | Mutual Funds | — | — | $151K | 0.8% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $147K | 0.7% | |
| Vanguard Energy Index Admiral | Mutual Funds | — | — | $92K | 0.5% | |
| MFS International Growth R5 | Mutual Funds | — | — | $51K | 0.3% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $51K | 0.3% | |
| Vanguard Financials Index Admiral | Mutual Funds | — | — | $19K | <0.1% | |
| Franklin Utilities ADV | Mutual Funds | — | — | $19K | <0.1% | |
| Cohen & Steers Reality Income | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
