KARA Herzog signed Hilltop Basic Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hilltop Basic Resources, Inc.'s EIN is 31-0952894.
Download the official 2024 Form 5500 (PDF) for Hilltop Basic Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hilltop Basic Resources, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 15.3% | |
| Pimco Total Return Instl | Mutual Funds | — | — | $2.1M | 12.4% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.9M | 11.3% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $1.9M | 11.2% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $1.2M | 7.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.1M | 6.4% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $865K | 5.2% | |
| Hood River Small Cap Growth | Other securities | — | — | $798K | 4.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $770K | 4.6% | |
| Vanguard Mid Cap Index Fund-Admiral | Common Collective Trusts | — | — | $642K | 3.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $545K | 3.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $457K | 2.7% | |
| DFA Emerging Markets Value Fund | Mutual Funds | — | — | $323K | 1.9% | |
| Participant Loans (Notes Receivable From Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $252K | 1.5% | |
| DFA International Value Fund | Mutual Funds | — | — | $247K | 1.5% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $168K | 1.0% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $166K | 1.0% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $159K | 0.9% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $143K | 0.9% | |
| Pimco All Asset Institutional Fund | Mutual Funds | — | — | $142K | 0.8% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $112K | 0.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $105K | 0.6% | |
| AMG TimesSquare Mid Cap Growth Z | Other securities | — | — | $63K | 0.4% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $51K | 0.3% | |
| WCM Focused Emrging Markets | Other securities | — | — | $43K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
