Amanda Dimattia signed HSF Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HSF Enterprises, Inc.'s EIN is 21-0728658.
Download the official 2024 Form 5500 (PDF) for HSF Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HSF Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | Common Collective Trusts | — | — | $1.8M | 17.0% | |
| JP Morgan JPMorgan Large Cap Growth R6 - | Other securities | — | — | $1.3M | 12.6% | |
| Avantis U.S. Large Cap Value Inst - | Other securities | — | — | $1.2M | 11.3% | |
| JP Morgan JPMorgan Core Plus Bond R6 - | Other securities | — | — | $1.2M | 11.3% | |
| Avantis U.S. Small Cap Value Instl - | Other securities | — | — | $521K | 4.9% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $499K | 4.7% | |
| FMI Common Stock Institutional - | Common Stocks | — | — | $474K | 4.5% | |
| Portfolio DFA Investment Dimensions DFA Real Estate Securities I - | Mutual Funds | — | — | $454K | 4.3% | |
| iShares Russell Small/Mid-Cap Idx K - | Common Collective Trusts | — | — | $449K | 4.2% | |
| DFA Investment Dimensions DFA International Large Cap Growth - | Mutual Funds | — | — | $411K | 3.9% | |
| DFA Investment Dimensions DFA Emerging Markets Core Equity 2 I - | Mutual Funds | — | — | $376K | 3.6% | |
| DFA Investment Dimensions DFA International Core Equity 2 I - | Mutual Funds | — | — | $373K | 3.5% | |
| Participant Loans 4.25% - 9.5% - | Bonds / Notes | — | — | $341K | 3.2% | |
| Fidelity Global ex US Index - | Mutual Funds | — | — | $303K | 2.9% | |
| Dodge & Cox Dodge & Cox International Stock X - | Mutual Funds | — | — | $283K | 2.7% | |
| PGIM Global Total Return R6 - | Other securities | — | — | $259K | 2.4% | |
| Fidelity U.S. Bond Index - | Mutual Funds | — | — | $95K | 0.9% | |
| Fidelity Large Cap Growth Idx - | Common Collective Trusts | — | — | $88K | 0.8% | |
| American Funds American Funds 2055 Trgt Date Retire R6 - | Mutual Funds | — | — | $74K | 0.7% | |
| Fidelity Short-Term Bond Index - | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds American Funds 2030 Trgt Date Retire R6 - | Mutual Funds | — | — | $22K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5K | <0.1% | |
| American Funds American Funds 2045 Trgt Date Retire R6 - | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds 2020 Trgt Date Retire R6 - | 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.
