James WONG signed Hillcrest Contracting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hillcrest Contracting, Inc.'s EIN is 33-0084251.
Download the official 2024 Form 5500 (PDF) for Hillcrest Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hillcrest Contracting, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab & Co. Inc. Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.3M | 17.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class | Mutual Funds | — | — | $1.8M | 14.2% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund - Premier Class | Mutual Funds | — | — | $1.8M | 13.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - Premier Class | Mutual Funds | — | — | $1.1M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional Premium Class | Mutual Funds | — | — | $967K | 7.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund - Premier Class | Mutual Funds | — | — | $931K | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund - Premier Class | Mutual Funds | — | — | $707K | 5.5% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional Premium Class | Mutual Funds | — | — | $546K | 4.3% | |
| RELIANCE METLIFE GAC SERIES 25053 GREAT GRAY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $500K | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional Premium Class | Mutual Funds | — | — | $480K | 3.7% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $437K | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional Premium Class | Mutual Funds | — | — | $247K | 1.9% | |
| VICTORY CORE PLUS INTERMEDIATE BOND GREAT GRAY · EIN 38-7304136 / PN 001 | Common Collective Trust | — | — | $132K | 1.0% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $115K | 0.9% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $115K | 0.9% | |
| Fidelity Investments Fidelity Freedom Index Income Fund - Premier Class | Mutual Funds | — | — | $110K | 0.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $90K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund - Institutional Premium Class | Mutual Funds | — | — | $64K | 0.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $52K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $50K | 0.4% | |
| PUTNAM LARGE CAP VALUE TRUST II GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $45K | 0.4% | |
| American Century Investments American Century Ultra R6 | Other securities | — | — | $44K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional Premium Class | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Investments Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional Premium Class | Mutual Funds | — | — | $4K | <0.1% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH CONSERV 2035 R GREAT GRAY · EIN 38-4116827 / PN 504 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MOD RET R GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROACK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH CONSERV RETIREME GREAT GRAY · EIN 38-4116825 / PN 499 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH CONSERV 2055 R GREAT GRAY · EIN 38-4116829 / PN 506 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR RET R GREAT GRAY · EIN 38-4097341 / PN 489 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE BOND II GREAT GRAY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| ACCELERATED INVESTMENT ADVISORS LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | — | MOBILE, AL | CONTRACT ADMIN | $14K | — |
| ECONOMIC GROUP PENSION SERVICES LLC | — | FRANKLIN SQUARE, NY | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | OTHER | $15K | — |
