Meryl CHAE signed HFT Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HFT Holdings, Inc.'s EIN is 27-2501498.
Download the official 2024 Form 5500 (PDF) for HFT Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HFT Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $523K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS,LL | 26-0058143 | — | INVESTMENT ADVISORY | $29K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $43.8M | 11.9% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $39.9M | 10.8% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $38.2M | 10.4% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $37.2M | 10.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $30.7M | 8.3% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $30.1M | 8.2% | |
| Northern Trust Northern Trust S&P 500 Index Fund | Common Collective Trusts | — | — | $28.5M | 7.7% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $28.5M | 7.7% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $20.7M | 5.6% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $16.0M | 4.3% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.9M | 4.0% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $11.2M | 3.0% | |
| NEW YORK LIFE SV AHNCHOR ACCT NEW YORK LIFE INVESTMENT MGM · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.8M | 2.1% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $6.6M | 1.8% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6.4M | 1.7% | |
| Brokerage Securities Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.5M | 1.2% | |
| Northern Trust Northern Trust Extended Equity Market Index Fund | Common Collective Trusts | — | — | $4.1M | 1.1% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $3.0M | 0.8% | |
| Principal Global Investors Trust Co. Principal Lifetime Hybrid Income | Common Stocks | — | — | $2.8M | 0.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| Northern Trust Northern Trust ACWI ExUS IMI Fund | Other securities | — | — | $2.7M | 0.7% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| Great Gray Trust Company Great Gray Trust EuroPacific Growth Fund | Common Stocks | — | — | $2.6M | 0.7% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.7% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Principal Funds Principal SmallCap Growth I | Other securities | — | — | $2.4M | 0.6% | |
| Northern Trust Northern Trust Aggregate Bond Index Fund | Common Collective Trusts | — | — | $2.2M | 0.6% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund | Other securities | — | — | $2.0M | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $222K | <0.1% |
