Polly Marcom signed Hill & Wilkinson Construction Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hill & Wilkinson Construction Group, Ltd.'s EIN is 26-3786471.
Download the official 2024 Form 5500 (PDF) for Hill & Wilkinson Construction Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hill & Wilkinson Construction Group, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROBITY ADVISORS INC | 35-2175673 | — | ADVISOR | $168K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $7.0M | 15.6% | |
| Fidelity Freedom Index 2040 Fund Inst | Mutual Funds | — | — | $5.4M | 12.2% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $3.5M | 7.9% | |
| Fidelity Freedom Index 2050 Fund Inst | Mutual Funds | — | — | $3.3M | 7.4% | |
| Fidelity Freedom Index 2055 Fund Inst | Mutual Funds | — | — | $2.9M | 6.4% | |
| Fidelity Freedom Index 2045 Fund Inst | Mutual Funds | — | — | $2.2M | 5.0% | |
| Fidelity Freedom Index 2030 Fund Inst | Mutual Funds | — | — | $2.0M | 4.5% | |
| Fidelity Freedom Index 2060 Fund Inst | Mutual Funds | — | — | $1.9M | 4.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 3.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.4M | 3.1% | |
| Fidelity Freedom Index 2065 Fund Inst | Mutual Funds | — | — | $1.4M | 3.1% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Fidelity Freedom Index 2035 Fund Inst | Mutual Funds | — | — | $1.1M | 2.4% | |
| MFS BL RSH MDCPEQ R6 | Mutual Funds | — | — | $1.0M | 2.3% | |
| MFS INTL EQUITY R6 | Mutual Funds | — | — | $889K | 2.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $784K | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $622K | 1.4% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $569K | 1.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $557K | 1.2% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $485K | 1.1% | |
| Principal Funds, Inc. Principal Capital Appreciation Fund | Common Stocks | — | — | $480K | 1.1% | |
| Fidelity INTM TR Bond Index Fund | Common Collective Trusts | — | — | $475K | 1.1% | |
| Commerce Bond Fund | Other securities | — | — | $415K | 0.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $392K | 0.9% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $389K | 0.9% | |
| Fidelity Freedom Index 2025 Fund Inst | Mutual Funds | — | — | $366K | 0.8% | |
| Fidelity Long- Term TR Bond Index Fund | Common Collective Trusts | — | — | $342K | 0.8% | |
| Principal Funds, Inc. Principal Blue Chip Fund | Common Stocks | — | — | $264K | 0.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $250K | 0.6% | |
| Fidelity Short-Term Treasury Bond Idx Fd | U.S. Treasuries | — | — | $247K | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $212K | 0.5% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $207K | 0.5% | |
| Fidelity Gov Money Market Fund Class K6 | Mutual Funds | — | — | $204K | 0.5% | |
| DL EMRG MKT FX INV I | Other securities | — | — | $145K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Inst | Mutual Funds | — | — | $117K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Inst | Mutual Funds | — | — | $77K | 0.2% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $56K | 0.1% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $42K | <0.1% | |
| Fidelity Mid Cap Index Value Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Principal Funds, Inc. Principal Real Estate Securities Fund R-6 | Common Stocks | — | — | $23K | <0.1% | |
| JPMorgan Core Plus Bond Fund Class R6 | Other securities | — | — | $23K | <0.1% | |
| Fidelity FDM IDX 2070 IPR | Common Collective Trusts | — | — | $20K | <0.1% | |
| PIMCO High Yield Fund | Mutual Funds | — | — | $16K | <0.1% | |
| PIMCO Long Duration Total Return Fund | Mutual Funds | — | — | $15K | <0.1% | |
| AF NEW WORLD R6 | Other securities | — | — | $12K | <0.1% | |
| Baron SMALL CAP INST | Other securities | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Goldman Sachs Goldman Sachs Global Core Fixed Inc Fd | Common Stocks | — | — | $6K | <0.1% |
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