Hawkswood, Inc.'s EIN is 27-2303310.
Download the official 2023 Form 5500 (PDF) for Hawkswood, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hawkswood, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Inv N/A | Mutual Funds | — | — | $3.5M | 17.5% | |
| Vanguard Target Retirement 2045 Fund Inv N/A | Mutual Funds | — | — | $3.2M | 16.3% | |
| Vanguard Target Retirement 2055 Fund Inv N/A | Mutual Funds | — | — | $1.2M | 6.3% | |
| Vanguard Target Retirement Income Fund Inv N/A | Mutual Funds | — | — | $1.2M | 6.0% | |
| Vanguard Target Retirement 2025 Fund Inv N/A | Mutual Funds | — | — | $1.2M | 5.9% | |
| Vanguard Target Retirement 2040 Fund Inv N/A | Mutual Funds | — | — | $1.1M | 5.4% | |
| Vanguard Target Retirement 2050 Fund Inv N/A | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard 500 Index Fund Admiral FD 540 N/A | Common Collective Trusts | — | — | $1.0M | 5.1% | |
| Money Market Funds * Alerus Money Market N/A | Cash / Money Market | — | — | $753K | 3.8% | |
| Vanguard Target Retirement 2030 Fund Inv N/A | Mutual Funds | — | — | $743K | 3.7% | |
| Fidelity Growth Discovery K N/A | Mutual Funds | — | — | $671K | 3.4% | |
| T Rowe Price Cap App I Class N/A | Mutual Funds | — | — | $637K | 3.2% | |
| Vanguard Target Retirement 2060 Fund Inv N/A | Mutual Funds | — | — | $458K | 2.3% | |
| All participant loans are for terms not to exceed 5 years with longer terms available for purchase of a primary residence. -0- | Participant loans | — | — | $313K | 1.6% | |
| Victory Sycamore Est Value R6 N/A | Other securities | — | — | $262K | 1.3% | |
| iShares N/A | Other securities | — | — | $215K | 1.1% | |
| Schwab FDMTL US LG CO IDX N/A | Common Collective Trusts | — | — | $199K | 1.0% | |
| Hartford Strategic Income R6 N/A | Other securities | — | — | $162K | 0.8% | |
| PGIM High Yield R6 N/A | Other securities | — | — | $142K | 0.7% | |
| Blackrock Infl-Prot Bond Portfolio Inst N/A | U.S. Treasuries | — | — | $127K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Inv N/A | Mutual Funds | — | — | $93K | 0.5% | |
| Invesco Discovery Mid Cap Growth CL R6 N/A | Mutual Funds | — | — | $90K | 0.5% | |
| PGIM Jennison International Opps N/A | Other securities | — | — | $89K | 0.4% | |
| JPMorgan Emerging Markets Equity Fund R6 N/A | Other securities | — | — | $89K | 0.4% | |
| Registered Investment Companies Blackrock Advantage Corealpha Bond Fund N/A | Other securities | — | — | $35K | 0.2% | |
| Cohen & Steers Realty Shares Instl N/A | Other securities | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Inv N/A | Mutual Funds | — | — | $12K | <0.1% | |
| MAP CONTRACT, SEPARATE ACCOUNT D ALERUS FINANCIAL NA · EIN 45-0140105 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
