Association Headquarters, Inc.'s EIN is 22-2221776.
Download the official 2024 Form 5500 (PDF) for Association Headquarters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Association Headquarters, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HYPERION PARTNERS LLC | 47-4989158 | — | ADVISOR | $29K | — |
| THE MANDMARBLESTONE GROUP LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FFIZX Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $2.2M | 16.8% | |
| FFEZX Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $1.8M | 14.0% | |
| FFEGX Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $1.4M | 10.8% | |
| FFOLX Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $1.3M | 9.9% | |
| VIGAX Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $844K | 6.4% | |
| FFEDX Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $694K | 5.3% | |
| FFOPX Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $683K | 5.2% | |
| JEMWX JPMorgan Emerging Markets Equity Fund Class R6 - LDLVX Lord Abbett Short Duration Income Fund Class R6 - VFIAX Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $617K | 4.7% | |
| VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $565K | 4.3% | |
| VSIAX Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $480K | 3.7% | |
| VBIAX Vanguard Balanced Index Funds Admiral Shares | Common Collective Trusts | — | — | $378K | 2.9% | |
| FFLDX Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $356K | 2.7% | |
| FFLEX Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $332K | 2.5% | |
| Loans to Participants Maturing on various dates and bearing interest ranging from 4.25-9.50% | Bonds / Notes | — | — | $205K | 1.6% | |
| RNPGX American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $185K | 1.4% | |
| VWIAX Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $164K | 1.2% | |
| VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $145K | 1.1% | |
| DFIGX DFA Intermediate Government Fixed Income Portfolio Institutional Class | Mutual Funds | — | — | $143K | 1.1% | |
| FIWFX Fidelity Freedom Index 2015 Fund Investor Class | Mutual Funds | — | — | $126K | 1.0% | |
| VVIAX Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $106K | 0.8% | |
| DFUSX DFA U.S. Large Company Portfolio | Mutual Funds | — | — | $92K | 0.7% | |
| HRAUX Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $67K | 0.5% | |
| FFIKX Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $41K | 0.3% | |
| DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $30K | 0.2% | |
| VGELX Vanguard Energy Index Fund Admiral Shares - VRSGX Virtus KAR Small-Cap Growth Fund Class R6 | Common Collective Trusts | — | — | $28K | 0.2% | |
| Money Market VMFXX Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $23K | 0.2% | |
| DFREX DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $18K | 0.1% | |
| BRHYX BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $17K | 0.1% | |
| WFPRX Allspring Special Mid Cap Value Fund Class R6 | Other securities | — | — | $13K | 0.1% | |
| FIWTX Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $6K | <0.1% | |
| RNWGX American Funds New World Class R6 | Mutual Funds | — | — | $4K | <0.1% | |
| DFGEX DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-4780677 |
| — |
| CONSULTANT |
| $7K |
| — |
