Dan Schreiber signed Hallmark Home Mortgage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hallmark Home Mortgage's EIN is 20-8549934.
Download the official 2024 Form 5500 (PDF) for Hallmark Home Mortgage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hallmark Home Mortgage's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYM FINANCIAL CORPORATION | — | WINONA LAKE, IN | INVESTMENT ADVISOR | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 5,650.698 shares | Common Collective Trusts | — | — | $3.1M | 18.4% | |
| DFA US Large Cap Value Fund 37,153.651 shares | Mutual Funds | — | — | $1.8M | 11.0% | |
| DFA International Value Fund 72,969.861 shares | Mutual Funds | — | — | $1.5M | 9.0% | |
| DFA Large Cap International Fund 55,879.387 shares | Mutual Funds | — | — | $1.5M | 8.9% | |
| Vanguard Growth Index Admiral Fund 6,611.707 shares | Mutual Funds | — | — | $1.4M | 8.4% | |
| DFA Emerging Markets Fund 35,585.961 shares | Mutual Funds | — | — | $1.0M | 6.1% | |
| Vanguard Target Retirement 2040 Fund 18,658.570 shares | Mutual Funds | — | — | $806K | 4.8% | |
| Vanguard Mid Cap Index Admiral Fund 2,281.351 shares | Mutual Funds | — | — | $746K | 4.5% | |
| DoubleLine Total Return Bond Fund 84,211.140 shares | Other securities | — | — | $730K | 4.4% | |
| Vanguard Small Cap Index Admiral Fund 6,201.537 shares | Mutual Funds | — | — | $714K | 4.3% | |
| Vanguard Small Cap Growth Index Fund 6,153.760 shares | Common Collective Trusts | — | — | $606K | 3.6% | |
| Fully benefit-responsive investment contract * Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund— general account product; variable rate of interest | Common Stocks | — | — | $512K | 3.1% | |
| Vanguard Target Retirement 2030 Fund 11,525.630 shares | Mutual Funds | — | — | $437K | 2.6% | |
| through October 25, 2029 | Other securities | — | — | $250K | 1.5% | |
| Vanguard Target Retirement 2035 Fund 10,190.816 shares | Mutual Funds | — | — | $244K | 1.5% | |
| Vanguard Total Bond Market Index Fund 25,288.342 shares | Common Collective Trusts | — | — | $240K | 1.4% | |
| DFA Intermediate Government Fixed-Income Fund 19,249.956 shares | Mutual Funds | — | — | $208K | 1.2% | |
| Vanguard Target Retirement 2045 Fund 6,279.413 shares | Mutual Funds | — | — | $186K | 1.1% | |
| Vanguard Target Retirement 2055 Fund 3,060.556 shares | Mutual Funds | — | — | $170K | 1.0% | |
| DFA US Small Cap Value Fund 2,517.616 shares | Mutual Funds | — | — | $122K | 0.7% | |
| DFA Real Estate Securities Fund 2,334.737 shares | Mutual Funds | — | — | $94K | 0.6% | |
| Fidelity International Value Fund 1,946.999 shares | Mutual Funds | — | — | $93K | 0.6% | |
| Vanguard Target Retirement 2025 Fund 3,202.143 shares | Mutual Funds | — | — | $60K | 0.4% | |
| Vanguard Target Retirement 2060 Fund 670.346 shares | Mutual Funds | — | — | $34K | 0.2% | |
| DFA US Micro Cap Value Fund 1,137.882 shares | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard Target Retirement 2050 Fund 552.381 shares | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2065 Fund 688.908 shares | Mutual Funds | — | — | $23K | 0.1% | |
| Vanguard Target Retirement Income Fund 277.059 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund 69.806 shares | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | — | ST. LOUIS, MO | THIRD PARTY ADMINISTRATO | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAINES ISENBARGER & SKIBA, LLC | — | FORT WAYNE, IN | AUDITOR | $10K | — |
