Bruce Harris signed Hoffmaster Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoffmaster Group, Inc.'s EIN is 20-3642844.
Download the official 2024 Form 5500 (PDF) for Hoffmaster Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoffmaster Group, Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Core Bond Fund | Other securities | — | $815K | $791K | 9.6% | |
| Ishares Russell 1000 Growth ETF | Common Collective Trusts | — | $265K | $765K | 9.3% | |
| Ishares Russell 1000 Value ETF | Common Collective Trusts | — | $554K | $720K | 8.8% | |
| Ironwood Instit MS LLC | Other securities | — | $460K | $499K | 6.1% | |
| Vanguard Ftse Developed Markets ETF | Mutual Funds | — | $318K | $358K | 4.4% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | $364K | $347K | 4.2% | |
| Gqg Partners Emerging Markets Equity Fund | Other securities | — | $254K | $248K | 3.0% | |
| Morgan Stanley Citigroup Bank Deposit Program | Other securities | — | $161K | $161K | 2.0% | |
| Vanguard Ftse Emerging Markets ETF | Mutual Funds | — | $94K | $95K | 1.2% | |
| Microsoft Corp | Common Stocks | — | $45K | $77K | 0.9% | |
| Apple Inc | Common Stocks | — | $52K | $74K | 0.9% | |
| GS Fin Sq Gov #465 | Other securities | — | $58K | $58K | 0.7% | |
| Amazon.Com Inc | Common Stocks | — | $25K | $57K | 0.7% | |
| US Treasury Note, 3.50%, 01/31/2030 | U.S. Treasuries | — | $56K | $56K | 0.7% | |
| Meta Platform, Inc. | Common Stocks | — | $18K | $45K | 0.5% | |
| Federal Natl Mtg Assn Gtd Passthru, 3.50%, 05/01/2052 | Agency / Mortgage-Backed | — | $48K | $44K | 0.5% | |
| US Treasury Note, 2.875% 08/15/2028 | U.S. Treasuries | — | $43K | $44K | 0.5% | |
| Alphabet Inc | Common Stocks | — | $29K | $43K | 0.5% | |
| Ishares Russell Mid-Cap Growth ETF | Other securities | — | $15K | $42K | 0.5% | |
| Broadcom Inc | Common Stocks | — | $13K | $41K | 0.5% | |
| US Treasury Note, 4.125%, 07/31/2031 | U.S. Treasuries | — | $42K | $40K | 0.5% | |
| US Treasury Note, 4.625%, 09/30/2030 | U.S. Treasuries | — | $39K | $38K | 0.5% | |
| US Treasury Bond, 4.250%, 02/15/2054 | U.S. Treasuries | — | $37K | $36K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 5.50%, 05/01/2054 | Agency / Mortgage-Backed | — | $36K | $35K | 0.4% | |
| Ishares Russell Mid-Cap Value ETF | Other securities | — | $21K | $35K | 0.4% | |
| US Treasury Note, 3.375%, 05/15/2033 | U.S. Treasuries | — | $35K | $33K | 0.4% | |
| JPMorgan Chase & Co | Common Stocks | — | $20K | $32K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 3.00%, 03/01/2052 | Agency / Mortgage-Backed | — | $38K | $32K | 0.4% | |
| Ishares Russell 2000 Growth ETF | Common Collective Trusts | — | $16K | $32K | 0.4% | |
| Zurn Elkay Water Solutions 817 Accenture | Other securities | — | $23K | $31K | 0.4% | |
| Taiwan Semiconductor MFG Co | Common Stocks | — | $11K | $31K | 0.4% | |
| Ishares Russell 2000 Value ETF | Common Collective Trusts | — | $19K | $30K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 4.50%, 11/01/2052 | Agency / Mortgage-Backed | — | $31K | $30K | 0.4% | |
| Federal Home Ln Mtg Corp Partn CTF, 5.00%, 01/01/2053 | Agency / Mortgage-Backed | — | $30K | $30K | 0.4% | |
| Tesla, Inc | Common Stocks | — | $19K | $29K | 0.3% | |
| Federal Home Ln Mtg Corp Partn CTF, 2.50%, 01/01/2051 | Agency / Mortgage-Backed | — | $36K | $28K | 0.3% | |
| Roche Hldg | Other securities | — | $27K | $27K | 0.3% | |
| Lvmh Moet Hennessy Louis Vuitton | Other securities | — | $21K | $27K | 0.3% | |
| Walmart Inc. | Common Stocks | — | $16K | $26K | 0.3% | |
| Brookfield Asset Mgmt Inc | Common Stocks | — | $14K | $25K | 0.3% | |
| Netflix Inc | Common Stocks | — | $13K | $25K | 0.3% | |
| Experian Group | Common Stocks | — | $18K | $24K | 0.3% | |
| Mastercard Inc | Common Stocks | — | $18K | $24K | 0.3% | |
| Federal Natl Mtg Assn Gtd Passthru, 4.00%, 07/01/2052 | Agency / Mortgage-Backed | — | $25K | $24K | 0.3% | |
| Diageo PLC | Common Stocks | — | $27K | $23K | 0.3% | |
| Iqvia Hldgs Inc 936 Johnson & Johnson | Common Stocks | — | $25K | $23K | 0.3% | |
| Erste Group Bank | Common Stocks | — | $14K | $22K | 0.3% | |
| ING Groep N V | Common Stocks | — | $14K | $22K | 0.3% | |
| US Treasury Note, 3.25%, 06/30/2027 | U.S. Treasuries | — | $21K | $21K | 0.3% | |
| Patrick Inds Inc Com 551 Sony Corp Amern | Common Stocks | — | $14K | $21K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $54K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | — | MILWAUKEE, WI | NONE | $22K | — |