Sonya Washington signed Hpcca - HAIG Point's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hpcca - HAIG Point's EIN is 22-2690475.
Download the official 2024 Form 5500 (PDF) for Hpcca - HAIG Point from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hpcca - HAIG Point's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 US Bond Index Mutual Fund | Mutual Funds | — | — | $400K | 14.9% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $326K | 12.2% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $272K | 10.1% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract, 1.41% | Stable Value | — | — | $218K | 8.1% | |
| State Street Target Retirement 2045 K Mutual Fund | Other securities | — | — | $218K | 8.1% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $152K | 5.7% | |
| State Street Target Retirement 2055 K Mutual Fund | Other securities | — | — | $151K | 5.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $148K | 5.5% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | — | — | $144K | 5.4% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $117K | 4.4% | |
| State Street Target Retirement 2050 K Mutual Fund | Other securities | — | — | $116K | 4.3% | |
| State Street Target Retirement 2060 K Mutual Fund | Other securities | — | — | $74K | 2.8% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $61K | 2.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $60K | 2.3% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $53K | 2.0% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $47K | 1.8% | |
| State Street Target Retirement 2065 K Mutual Fund | Other securities | — | — | $44K | 1.7% | |
| DFA US Targeted Value I Mutual Fund | Mutual Funds | — | — | $21K | 0.8% | |
| State Street Target Retirement 2030 K Mutual Fund | Other securities | — | — | $15K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $4K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $4K | — |
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
