Timothy J. McEldowney signed HAHN Loeser & Parks LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HAHN Loeser & Parks LLP's EIN is 34-0410308.
Download the official 2024 Form 5500 (PDF) for HAHN Loeser & Parks LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HAHN Loeser & Parks LLP's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICE INC. | 13-2638166 | NEW YORK, NY | CONSULTING FEES | $17K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Amer Target 2025 Fund R6 | Mutual Funds | — | — | $3.8M | 17.0% | |
| American Funds Amer Target 2035 Fund R6 | Mutual Funds | — | — | $3.8M | 16.8% | |
| American Funds Amer Target 2015 Fund R6 | Mutual Funds | — | — | $3.4M | 15.0% | |
| American Funds Amer Target 2020 Fund R6 | Mutual Funds | — | — | $3.3M | 14.5% | |
| Charles Schwab Participant self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.9M | 13.1% | |
| American Funds Amer Target 2040 Fund R6 | Mutual Funds | — | — | $1.0M | 4.5% | |
| American Funds Amer Target 2045 Fund R6 | Mutual Funds | — | — | $952K | 4.2% | |
| American Funds Amer Target 2030 Fund R6 | Mutual Funds | — | — | $684K | 3.0% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $597K | 2.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $487K | 2.2% | |
| Hartford Funds Hartford Div and Growth R6 | Other securities | — | — | $310K | 1.4% | |
| American Funds Amer Target 2055 Fund R6 | Mutual Funds | — | — | $288K | 1.3% | |
| American Funds Amer Target 2050 Fund R6 | Mutual Funds | — | — | $157K | 0.7% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $151K | 0.7% | |
| METLIFE STABLE VALUE SOLUTIONS WILMINGTON TRUST CTF · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $140K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $106K | 0.5% | |
| American Funds Amer Target 2060 Fund R6 | Mutual Funds | — | — | $64K | 0.3% | |
| Federated Hermes Federated Hermes KF Small Cap R6 | Other securities | — | — | $60K | 0.3% | |
| Participants** Participant loans - Bearing interest rates between 4.5 and 10 percent - | Participant loans | — | — | $59K | 0.3% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $49K | 0.2% | |
| MFS Intl Diversification Fund R6 | Mutual Funds | — | — | $36K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $34K | 0.2% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $34K | 0.2% | |
| John Hancock** John Hancock Bond Fund R6 | Other securities | — | — | $23K | 0.1% | |
| American Funds American High Income Trust R6 | Mutual Funds | — | — | $22K | <0.1% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $19K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | Other securities | — | — | $8K | <0.1% | |
| Victory Integrity MC Value R6 | Other securities | — | — | $7K | <0.1% | |
| BlackRock MC Gth Eqty Prt K | Other securities | — | — | $4K | <0.1% | |
| JPMorgan Money market fund - JPMorgan US Government Money Market Cap Cl | Cash / Money Market | — | — | $3K | <0.1% |
