Mark Simmons signed HUGO Enterprises LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HUGO Enterprises LLC's EIN is 20-3705740.
Download the official 2024 Form 5500 (PDF) for HUGO Enterprises LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HUGO Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.7M | 23.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 19.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $733K | 10.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $719K | 9.9% | |
| Fidelity Management Trust Co. Fidelity 500 Index Fund | Common Collective Trusts | — | — | $640K | 8.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $349K | 4.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $337K | 4.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $260K | 3.6% | |
| Vanguard Global Equity | Mutual Funds | — | — | $157K | 2.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $126K | 1.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $113K | 1.6% | |
| Principal Mid Cap Value Fund I Institutional Class | Other securities | — | — | $87K | 1.2% | |
| Principal MidCap Fund R-5 Class | Other securities | — | — | $77K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $69K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $69K | 1.0% | |
| Charles Schwab Fundamental Large Cap Index Fund | Common Collective Trusts | — | — | $68K | 0.9% | |
| Vanguard Developed Markets Index Admiral ** 1 Money Market Funds Vanguard Federal Money Market Fund | Mutual Funds | — | — | $62K | 0.9% | |
| Notes Receivable from Participants * Plan Participants Participant loans, various maturities -0- | Participant loans | — | — | $60K | 0.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $56K | 0.8% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $35K | 0.5% | |
| American Funds | Mutual Funds | — | — | $29K | 0.4% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $20K | 0.3% | |
| Fidelity Management Trust Co. Fidelity Emerging Markets Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Target Retirement Income Fund Investor Shares | Mutual Funds | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
