Cassandra PICK signed Glenn O. Hawbaker, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glenn O. Hawbaker, Inc.'s EIN is 25-1150293.
Download the official 2024 Form 5500 (PDF) for Glenn O. Hawbaker, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glenn O. Hawbaker, 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 | $333K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | CONSULTANT | $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.
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 |
|---|---|---|---|---|---|
| MCCALL SCANLON & TICE, LLC | 26-2728289 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Investments PGIM Total Ret Bond R6 Fd N/R | U.S. Treasuries | — | — | $31.5M | 16.8% | |
| Alliance Bernstein AB Large Cap Growth Z Fund N/R | Other securities | — | — | $28.0M | 14.9% | |
| Vanguard 500 Index Admiral Fd N/R | Common Collective Trusts | — | — | $25.8M | 13.8% | |
| Principal Life Insurance Company Prin Fixed Income Guaranteed Option N/R | Common Stocks | — | — | $25.6M | 13.6% | |
| The American Funds American Funds NewPrsp R6 Fnd N/R | Mutual Funds | — | — | $16.7M | 8.9% | |
| Columbia Funds Columbia Div Income I3 Fund N/R | Other securities | — | — | $13.2M | 7.0% | |
| Hartford Mutual Funds Hartford Int'l Opp R5 Fund N/R | Other securities | — | — | $12.6M | 6.7% | |
| Registered Investment Vanguard Fed Money Mrkt FD 26 | Mutual Funds | — | — | $6.3M | 3.3% | |
| Janus International Holding, LLC JanusHenderson Entrprs N N/R | Mutual Funds | — | — | $5.2M | 2.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.3M | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.2M | 2.2% | |
| American Funds Service Company Am Funds Mod Gr and In Port R6 N/R | Mutual Funds | — | — | $4.2M | 2.2% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund N/R | Mutual Funds | — | — | $4.0M | 2.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $3.7M | 2.0% | |
| Vanguard Group Vanguard Explorer Admiral Fund N/R | Mutual Funds | — | — | $2.7M | 1.5% | |
| American Funds SMCAP Wld R6 Fd N/R | Mutual Funds | — | — | $2.5M | 1.3% | |
| Am Funds Cap Inc Builder R6 Fd N/R | Common Stocks | — | — | $1.7M | 0.9% | |
| Vanguard Fed Money Mrkt Inv Fd N/R | Mutual Funds | — | — | $1.2M | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% (Interest rate with varying maturity dates) - $ | Bonds / Notes | — | — | $480K | 0.3% | |
| Schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2). | Other securities | — | — | $3K | <0.1% |
