Donna Larason signed Hamilton Safe Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamilton Safe Co.'s EIN is 31-0729027.
Download the official 2024 Form 5500 (PDF) for Hamilton Safe Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hamilton Safe Co.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $54K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.4M | 16.5% | |
| Vanguard Large Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $2.0M | 9.7% | |
| Baird Aggregate Bond Inst Registered Investment Company | Common Stocks | — | — | $2.0M | 9.7% | |
| TROWEPRICE RET BLEND SLCT TRST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.7M | 8.3% | |
| American Funds Capital World G/I R6 Registered Investment Company | Mutual Funds | — | — | $1.5M | 7.3% | |
| TROWEPRICE RET BLEND SLCT TRST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.4M | 6.8% | |
| TROWEPRICE RET BLEND SLCT TRST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.2M | 6.0% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | Mutual Funds | — | — | $982K | 4.8% | |
| Vanguard Small Cap Index Fund - Admiral Registered Investment Company | Common Collective Trusts | — | — | $732K | 3.6% | |
| TROWEPRICE RET BLEND SLCT TRST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $630K | 3.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $554K | 2.7% | |
| TROWEPRICE RET BLEND SLCT TRST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $552K | 2.7% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $459K | 2.2% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $421K | 2.0% | |
| TROWEPRICE RET BLEND SLCT TRST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $385K | 1.9% | |
| TROWEPRICE RET BLEND SLCT TRST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $373K | 1.8% | |
| Principal Mid Cap R6 Registered Investment Company | Common Stocks | — | — | $362K | 1.8% | |
| TROWEPRICE RET BLEND SLCT TRST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $266K | 1.3% | |
| Registered Investment Companies Allspring Special Mid Cap Value R6 Registered Investment Company | Common Stocks | — | — | $230K | 1.1% | |
| TROWEPRICE RET BLEND SLCT TRST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $216K | 1.1% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $207K | 1.0% | |
| Nicholas Limited Edition I Registered Investment Company | Common Stocks | — | — | $200K | 1.0% | |
| Invesco Developing Markets R6 Registered Investment Company | Mutual Funds | — | — | $193K | 0.9% | |
| Invesco International Bond R6 Registered Investment Company | Mutual Funds | — | — | $185K | 0.9% | |
| LORD ABBETT BOND DEBENTURE FUND (IS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 862 | Pooled Separate Account | — | — | $42K | 0.2% | |
| TROWEPRICE RET BLEND SLCT TRST 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $29K | 0.1% | |
| TROWEPRICE RET BLEND SLCT TRST 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
