Jennifer Clodfelter signed Hills Developers, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hills Developers, Inc.'s EIN is 31-1009538.
Download the official 2023 Form 5500 (PDF) for Hills Developers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hills Developers, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUEPOINT, INC. | — | CINCINNATI, OH | ADVISOR | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index 5,275 | Common Collective Trusts | — | — | $3.7M | 17.3% | |
| DFA U.S. Large Cap Value 47,271 | Mutual Funds | — | — | $2.5M | 11.7% | |
| Vanguard Growth Index 10,242 | Mutual Funds | — | — | $2.2M | 10.0% | |
| Vanguard Short-Term Bond Index 200,551 | Mutual Funds | — | — | $2.0M | 9.4% | |
| Vanguard Developed Markets Index 125,466 | Mutual Funds | — | — | $2.0M | 9.4% | |
| DFA Investment Grade - I 183,645 | Mutual Funds | — | — | $1.9M | 8.7% | |
| DFA International Vector Equity 109,398 | Mutual Funds | — | — | $1.5M | 7.1% | |
| REGISTERED INVESTMENT COMPANIES Avantis U.S. Small Cap Value 72,919 | Other securities | — | — | $1.4M | 6.5% | |
| Vanguard Mid Cap Growth Index 11,775 | Mutual Funds | — | — | $1.4M | 6.4% | |
| DFA Emerging Markets Core Equity 43,856 | Mutual Funds | — | — | $1.0M | 4.9% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market 508,373 | Mutual Funds | — | — | $508K | 2.4% | |
| DFA Intermediate-Term Extended Quality 40,279 | Mutual Funds | — | — | $392K | 1.8% | |
| Vanguard Mid Cap Index 834 | Mutual Funds | — | — | $294K | 1.4% | |
| Vanguard Small Cap Index 1,822 | Mutual Funds | — | — | $227K | 1.1% | |
| DFA Five-Year Global Fixed Income 12,542 | Mutual Funds | — | — | $128K | 0.6% | |
| DFA Short-Term Extended Quality 10,958 | Mutual Funds | — | — | $114K | 0.5% | |
| Vanguard Real Estate Index 605 | Mutual Funds | — | — | $84K | 0.4% | |
| DFA International Real Estate Securities 15,744 | Mutual Funds | — | — | $58K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $6K | — |
