Kristen Gilmartin signed Hatteras Press, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hatteras Press, Inc.'s EIN is 22-2491250.
Download the official 2024 Form 5500 (PDF) for Hatteras Press, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hatteras Press, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 13-5657518 | — | ADVISOR | $9K | — |
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 Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $2.2M | 19.2% | |
| Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $1.8M | 15.4% | |
| Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $1.3M | 11.1% | |
| Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $1.1M | 9.1% | |
| Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $901K | 7.7% | |
| Calamos Growth and Income Fund Class I ** 80 First Eagle First Eagle Global Fund Class R6 ** 78 * Fidelity Freedom 2010 Fund Class K6 ** 79 * Fidelity Freedom 2015 Fund Class K6 | Mutual Funds | — | — | $883K | 7.6% | |
| Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $789K | 6.8% | |
| Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $442K | 3.8% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $322K | 2.8% | |
| Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $318K | 2.7% | |
| Fidelity Freedom Income Fund Class K6 ** 80 * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $304K | 2.6% | |
| Shares Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $240K | 2.1% | |
| Touchstone Small Company Fund Class Y ** 77 Vanguard Dividend Appreciation Index Fund Admiral | Common Collective Trusts | — | — | $200K | 1.7% | |
| Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $188K | 1.6% | |
| JPMorgan U.S. Value Fund Class R6 | Other securities | — | — | $133K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $104K | 0.9% | |
| Fidelity Real Estate Index Fund ** 225 * Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $73K | 0.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $69K | 0.6% | |
| Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $66K | 0.6% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $63K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $61K | 0.5% | |
| Notes receivable from Interest rates from 9.00% - 9.50%, maturing through | Bonds / Notes | — | — | $54K | 0.5% | |
| Class John Hancock John Hancock Balanced Fund Class I ** 79 JPMorgan Core Bond Fund Class R6 | Other securities | — | — | $40K | 0.3% | |
| Fidelity U.S. Bond Index Fund ** 907 Goldman Sachs Goldman Sachs Mid Cap Value Fund Institutional | Common Collective Trusts | — | — | $28K | 0.2% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 307 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 304 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 308 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 303 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA INTERNATIONAL EQUITY R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 956 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 301 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 309 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS CEREDEX MD-CAP VAL EQT RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
