Michael Giordano signed The Horst Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Horst Group, Inc.'s EIN is 23-2108509.
Download the official 2023 Form 5500 (PDF) for The Horst Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Horst Group, 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 ADMINISTRATION | $120K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| American Funds Am Fds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $6.0M | 19.3% | |
| American Funds Am Fds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $3.7M | 11.9% | |
| American Funds Am Fds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $3.2M | 10.4% | |
| American Funds Am Fds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $2.0M | 6.5% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fund | Other securities | — | — | $1.8M | 5.9% | |
| JP Morgan Funds JP Morgan GRW Advantage R6 Fund | Other securities | — | — | $1.5M | 5.0% | |
| s * Principal Funds LargeCap S&P 500 Idx Sep. Acct. | Pooled Separate Accounts | — | — | $1.5M | 5.0% | |
| PRIN LGCP S&P 5500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 5.0% | |
| American Funds Am Fds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 3.8% | |
| American Funds Am Fds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 3.5% | |
| JP Morgan Funds JP Morgan Equity Inc I Fd | Common Stocks | — | — | $818K | 2.6% | |
| TIAA Investments Nuveen Intl Equity Indx R6 | Mutual Funds | — | — | $687K | 2.2% | |
| BlackRock HY Portfolio Inst Fund | Other securities | — | — | $680K | 2.2% | |
| American Funds Am Fds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $607K | 2.0% | |
| American Funds Am Fds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $537K | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA_Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $527K | 1.7% | |
| Schwab Schawb US Aggregate Bond Index Fund | Common Collective Trusts | — | — | $488K | 1.6% | |
| various through March 2033, collateral portion of participants' vested account balances | Other securities | — | — | $390K | 1.3% | |
| American Funds Am Fds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $390K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SZ-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $349K | 1.1% | |
| American Funds Am Fds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $267K | 0.9% | |
| Principal Funds Principal SmallCap Growth Fund I | Other securities | — | — | $233K | 0.8% | |
| BlackRock 20/80 Target Allocation Fund | Other securities | — | — | $231K | 0.7% | |
| Principal Funds Real Estate Secs Inst Fund | Other securities | — | — | $219K | 0.7% | |
| MFS Investment Mgmt MFS Value R4 Fund | Mutual Funds | — | — | $194K | 0.6% | |
| American Funds Am Fds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $146K | 0.5% | |
| Baron Growth InstI Fund | Other securities | — | — | $133K | 0.4% | |
| American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $130K | 0.4% | |
| Vanguard Vgd Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $126K | 0.4% | |
| DFA US Vector Eq Prtf Inst Fd | Mutual Funds | — | — | $125K | 0.4% | |
| MFS Investment Mgmt MFS Total Return R4 Fund | Mutual Funds | — | — | $100K | 0.3% | |
| PIMCO Emerging Markets Bond Inst. Fund | Mutual Funds | — | — | $63K | 0.2% | |
| Principal Funds Principal SmallCap Value II Inst Fd | Other securities | — | — | $29K | <0.1% | |
| Principal Funds Principal Core Fixed Income Fund | Other securities | — | — | $17K | <0.1% | |
| BlackRock 80/20 Target Allocation Fund | Other securities | — | — | $7K | <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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC. | 25-1650062 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | OTHER SERVICES | $0 | — |
