Hart Brothers Construction DBA Aquatic Technologies' EIN is 33-0778866.
Download the official 2024 Form 5500 (PDF) for Hart Brothers Construction DBA Aquatic Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hart Brothers Construction DBA Aquatic Technologies' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-6817943 | — | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SACKETT FINANCIAL ADVISORS | 82-3055547 | — | FINANCIAL ADVISOR | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF MODERATE GROWTH AND INCOME AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $1.2M | 20.9% | |
| AMERICAN BALANCED FUND AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $700K | 11.9% | |
| AMERICAN FUNDS 2050 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $547K | 9.3% | |
| AMERICAN FUNDS 2030 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $442K | 7.5% | |
| AMERICAN FUNDS 2035 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $428K | 7.3% | |
| FUNDAMENTAL INVESTORS AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $325K | 5.5% | |
| THE GROWTH FUND OF AMERICA AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $292K | 5.0% | |
| AMERICAN FUNDS 2060 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $283K | 4.8% | |
| GROWTH PORTFOLIO AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $222K | 3.8% | |
| AMERICAN FUNDS 2045 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $217K | 3.7% | |
| AMERICAN FUNDS 2025 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $182K | 3.1% | |
| SMALLCAP WORLD FUND AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $180K | 3.1% | |
| WASHINGTON MUTUAL INVESTORS FUND AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $164K | 2.8% | |
| CAPITAL INCOME BUILDER AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $133K | 2.3% | |
| Notes Receivable from Participants (7.50% - 10.50%) Participant Loans | Bonds / Notes | — | — | $130K | 2.2% | |
| CAPITAL WORLD BOND FUND AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $73K | 1.2% | |
| CAPITAL WORLD GROWTH AND INCOME AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $52K | 0.9% | |
| AMERICAN MUTUAL FUNDS AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $52K | 0.9% | |
| AMERICAN FUNDS 2040 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $50K | 0.9% | |
| AMERICAN FUNDS 2055 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $47K | 0.8% | |
| AMERICAN FUNDS 2065 TARGET DATE R5 AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $39K | 0.7% | |
| AMERICAN FUNDS 2020 TARGET DATE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $29K | 0.5% | |
| AMERICAN FUNDS U.S. GOVERNMENT MONE AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $21K | 0.4% | |
| GLOBAL BALANCED FUND AMERICAN FUNDS · EIN 98-6817943 / PN 000 | Pooled Separate Account | — | — | $15K | 0.3% | |
| SHORT TERM BOND FUND OF AMERICA AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| THE BOND FUND OF AMERICA AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| US GOVERNMENT SECURITIES FUND AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| NEW PERSPECTIVE FUND-R5 AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| THE INCOME FUND OF AMERICA AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $298 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
