LORI Ofner-Kline signed HCSC Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HCSC Enterprises, Inc.'s EIN is 23-2210758.
Download the official 2023 Form 5500 (PDF) for HCSC Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)HCSC Enterprises, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $340 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Guaranteed Insurance Contract | Other securities | — | — | $4.7M | 18.9% | |
| JP Morgan US Equity Fund Mutual Fund | Other securities | — | — | $3.4M | 13.5% | |
| Vanguard US Growth Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 7.3% | |
| Amercn Funds 2020 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $1.6M | 6.3% | |
| Amercn Funds 2030 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $1.3M | 5.1% | |
| PGIM Total Return Bd Fund Mutual Fund | Other securities | — | — | $1.2M | 5.0% | |
| American Funds Amer Mutual Fnd Mutual Fund | Mutual Funds | — | — | $1.1M | 4.5% | |
| Vanguard Internatl Growth Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 4.1% | |
| Amercn Funds 2040 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $836K | 3.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $779K | 3.1% | |
| Amercn Funds 2050 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $670K | 2.7% | |
| Amercn Funds 2025 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $612K | 2.4% | |
| Vanguard Balanced Index Fund Mutual Fund | Common Collective Trusts | — | — | $601K | 2.4% | |
| AB Small Cap Growth Fnd Mutual Fund | Other securities | — | — | $589K | 2.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $572K | 2.3% | |
| Franklin Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $563K | 2.3% | |
| Amercn Funds 2035 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $495K | 2.0% | |
| DFA US Vector Equity Fund Mutual Fund | Mutual Funds | — | — | $427K | 1.7% | |
| BlackRock Mid-Cap Gr Equi Fund Mutual Fund | Other securities | — | — | $423K | 1.7% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $387K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $362K | 1.4% | |
| Nuveen Reall Estate Securities Select R6 Mutual Fund | Mutual Funds | — | — | $348K | 1.4% | |
| Amercn Funds 2060 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $265K | 1.1% | |
| Amercn Funds 2055 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $256K | 1.0% | |
| Amercn Funds 2010 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $237K | 0.9% | |
| Amercn Funds 2045 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $233K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $115K | 0.5% | |
| Amercn Funds 2065 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $42K | 0.2% | |
| Amercn Funds 2015 Trgt Dt Ret Fnd Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $47K |
| — |
