Karen a Gifford signed Hall, Render, Killian, Heath & Lyman, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hall, Render, Killian, Heath & Lyman, PC's EIN is 35-1427161.
Download the official 2024 Form 5500 (PDF) for Hall, Render, Killian, Heath & Lyman, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hall, Render, Killian, Heath & Lyman, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH CONSULTING SERVICES | — | INDIANAPOLIS, IN | ADVISOR | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s *** Aggressive Unitized Fund Mutual Fund | Mutual Funds | — | — | $18.8M | 13.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $18.3M | 12.9% | |
| Moderate Unitized Fund Mutual Fund | Other securities | — | — | $12.6M | 8.8% | |
| Franklin Growth A Mutual Fund | Mutual Funds | — | — | $9.2M | 6.5% | |
| Cash and equivalents Vanguard Federal Money Market Investor Money Market | Mutual Funds | — | — | $8.5M | 5.9% | |
| Hartford Dividend & Growth R4 Mutual Fund | Other securities | — | — | $7.2M | 5.1% | |
| s - Self Directed Brokerage Accounts Self Directed Brokerage | Mutual Funds | — | — | $7.0M | 4.9% | |
| Conservative Unitized Fund Mutual Fund | Other securities | — | — | $6.9M | 4.9% | |
| PGIM Total Return Bond A Mutual Fund | Other securities | — | — | $5.8M | 4.1% | |
| American Funds Euro Pacific Fund R6 Mutual Fund | Mutual Funds | — | — | $5.3M | 3.7% | |
| American 2025 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $5.0M | 3.5% | |
| Janus Henderson Balanced Fund A Mutual Fund | Mutual Funds | — | — | $4.5M | 3.1% | |
| Hartford Mid-Cap Growth R6 Mutual Fund | Other securities | — | — | $3.5M | 2.5% | |
| American 2050 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $3.4M | 2.4% | |
| American 2030 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $3.1M | 2.2% | |
| American 2035 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $2.7M | 1.9% | |
| Marketable equity securities Self Directed Brokerage Accounts Self Directed Brokerage | Self-Directed Brokerage | — | — | $2.6M | 1.8% | |
| JP Morgan Midcap Value R6 Mutual Fund | Other securities | — | — | $2.4M | 1.7% | |
| American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $2.0M | 1.4% | |
| American 2020 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $1.8M | 1.3% | |
| BlackRock Global Allocation Fund Inc. A Mutual Fund | Common Stocks | — | — | $1.4M | 1.0% | |
| American 2040 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $1.2M | 0.8% | |
| Fixed income obligations Self Directed Brokerage Accounts Self Directed Brokerage | Self-Directed Brokerage | — | — | $1.1M | 0.8% | |
| American 2045 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $853K | 0.6% | |
| Fidelity Global EX US Index Mutual Fund | Mutual Funds | — | — | $838K | 0.6% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $807K | 0.6% | |
| due through March 2050 Loans -0- | Other securities | — | — | $503K | 0.4% | |
| Cash - Self Directed Brokerage Accounts Self Directed Brokerage | Self-Directed Brokerage | — | — | $420K | 0.3% | |
| American 2055 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $275K | 0.2% | |
| American 2065 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $72K | <0.1% | |
| American 2010 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $68K | <0.1% | |
| American 2060 Target Date Retirement R6 Mutual Fund | Other securities | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
