Karl Taylor signed Handi Quilter, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Handi Quilter, Inc.'s EIN is 26-3861600.
Download the official 2024 Form 5500 (PDF) for Handi Quilter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Handi Quilter, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $407 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CLI GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.1M | 28.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $888K | 23.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $829K | 21.5% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $500K | 12.9% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $304K | 7.9% | |
| INDEXSELECT MOD 2065 FUND CLI GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $138K | 3.6% | |
| Notes receivable from participants Maturing 2025-2028 at interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $93K | 2.4% | |
| International Growth Fund II Class I1 Common Collective Fund N/A 138 Large Cap Growth Fund II Fee Class I1 Common Collective Fund N/A 35 Mid Cap Growth Fund II Cl I1 Common Collective Fund N/A 34 * Empower Fixed Account - Series Class I Guaranteed Investment Contra N/A | Common Collective Trusts | — | — | $28K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $355 | <0.1% | |
| INDEXSELECT AGGRESIVE 2035 FUND CLI GREAT GRAY TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $214 | <0.1% | |
| INTERNATIONAL GROWTH FUND II CLASSI GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $138 | <0.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST · EIN 38-4139848 / PN 306 | Common Collective Trust | — | — | $35 | <0.1% | |
| MIDCAP GROWTH FUND II CLI1 GREAT GRAY TRUST · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $34 | <0.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MIDCAP VALUE ETF JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN UTILITIES FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INFLATIONPROTECTED SEC JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T.ROWE PRICE SPECTRUM INC JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $3K |
| — |
