Alexander Schroeder Formariz signed Hirtle, Callaghan & Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hirtle, Callaghan & Co., LLC's EIN is 26-2821689.
Download the official 2024 Form 5500 (PDF) for Hirtle, Callaghan & Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hirtle, Callaghan & Co., LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| HC INSTITUTIONAL US EQUITY | Registered Investment Companies | — | — | $25.3M | 47.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.6M | 16.0% | |
| HC INSTL INTL EQ PORT | Registered Investment Companies | — | — | $6.3M | 11.7% | |
| HC EMERG MKT PORTFOLIO | Registered Investment Companies | — | — | $3.9M | 7.3% | |
| DWS GOVT MONEY MARKET I | Registered Investment Companies | — | — | $1.8M | 3.4% | |
| HC CORE FIXED INC PORT | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| THE ESG GROWTH PORTFOLIO | Registered Investment Companies | — | — | $1.3M | 2.3% | |
| HC CORPORATE SECURITIES PORTF | Registered Investment Companies | — | — | $1.1M | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $800K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $781K | 1.5% | |
| HC US GOV FIXED INC SEC | Registered Investment Companies | — | — | $660K | 1.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $423K | 0.8% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $293K | 0.5% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $275K | 0.5% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $270K | 0.5% | |
| HC US CORP FIXED INC SEC | Registered Investment Companies | — | — | $186K | 0.3% | |
| HC US MORTGASSET BCK FX INC | Registered Investment Companies | — | — | $56K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
