Michael Mazza signed HFI, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HFI, LLC's EIN is 20-3914731.
Download the official 2024 Form 5500 (PDF) for HFI, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HFI, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Large Cap Growth Index Fund | Mutual Funds | — | — | $2.1M | 10.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.6M | 7.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.4M | 6.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.2M | 5.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.1M | 5.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.0M | 5.1% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $988K | 4.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $857K | 4.1% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $848K | 4.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $796K | 3.8% | |
| Vanguard Small-Cap Index Admiral Shares | Mutual Funds | — | — | $769K | 3.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $750K | 3.6% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $745K | 3.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $602K | 2.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $516K | 2.5% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $454K | 2.2% | |
| Principal Equity Income EST SEC IS | Other securities | — | — | $345K | 1.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $331K | 1.6% | |
| Vanguard Total World Stock Admiral Shares | Mutual Funds | — | — | $310K | 1.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $305K | 1.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $210K | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $182K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $147K | 0.7% | |
| Principal Equity Income Fund High Yield Investment | Other securities | — | — | $128K | 0.6% | |
| Vanguard Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $60K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $44K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
