John GUNN signed HF Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HF Group LLC's EIN is 20-4101469.
Download the official 2024 Form 5500 (PDF) for HF Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HF Group LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT ADVISORS | — | CLEVELAND, OH | ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $4.2M | 47.4% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.9M | 21.2% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $788K | 8.9% | |
| NY LIFE ANCHOR ACCT SERIES I - 0 NEW YORK LIFE (RELIANCE TRUST) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $485K | 5.5% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $373K | 4.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | Other securities | — | — | $351K | 4.0% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $265K | 3.0% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $151K | 1.7% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $137K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $39K | 0.4% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $37K | 0.4% | |
| SMALL CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $36K | 0.4% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 604 Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $27K | 0.3% | |
| Federated Hermes Instl Hiyd Bd IS Federated 0 | Other securities | — | — | $2K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $455 | <0.1% | |
| CORE BOND R1 GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $184 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 RET A GREAT GRAY TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
