LISA Fischetti signed Gertrude Hawk Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gertrude Hawk Brands, Inc.'s EIN is 23-2069119.
Download the official 2024 Form 5500 (PDF) for Gertrude Hawk Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gertrude Hawk Brands, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO CommPLUS Strat Inst Fund | Mutual Funds | — | $0 | $4.4M | 18.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.7M | 11.1% | |
| Principal Guaranteed Option | Other securities | — | $0 | $2.7M | 11.1% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.0M | 8.3% | |
| American Century LgC Eq R6 Fd | Other securities | — | $0 | $2.0M | 8.2% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.8M | 7.4% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.4M | 5.7% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $1.2M | 4.8% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $1.0M | 4.4% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $907K | 3.8% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $884K | 3.7% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $851K | 3.6% | |
| Columbia Strat Income I3 Fund | Other securities | — | $0 | $622K | 2.6% | |
| Fidelity NASDAQ Cmpsite Idx Fd | Common Collective Trusts | — | $0 | $513K | 2.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $505K | 2.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $505K | 2.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $421K | 1.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $377K | 1.6% | |
| VANGUARD FTSE SOC IDX ADM FD | Common Collective Trusts | — | $0 | $318K | 1.3% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $302K | 1.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $287K | 1.2% | |
| MFS Value R6 Fund | Mutual Funds | — | $0 | $236K | 1.0% | |
| Virtus KAR MdCp Growth R6 Fd | Other securities | — | $0 | $233K | 1.0% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $176K | 0.7% | |
| 1919 SOCIALLY RESP BAL I FUND | Other securities | — | $0 | $154K | 0.6% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $137K | 0.6% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | $0 | $119K | 0.5% | |
| Baron Partners Instl Fund | Other securities | — | $0 | $111K | 0.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $110K | 0.5% | |
| Brown Advisory Sust Grw I Fd | Other securities | — | $0 | $106K | 0.4% | |
| AB Small Cap Grwth Port Z Fd | Other securities | — | $0 | $58K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $47K | 0.2% | |
| Am Fd Intl Growth & Inc R6 Fd | Common Stocks | — | $0 | $46K | 0.2% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $30K | 0.1% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $12K | <0.1% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $502 | <0.1% | |
| PIMCO RAE PLUS Small Instl Fnd | Mutual Funds | — | $0 | $495 | <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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
