David Conner signed Harrell-Fish, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harrell-Fish, Inc.'s EIN is 35-1629771.
Download the official 2024 Form 5500 (PDF) for Harrell-Fish, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harrell-Fish, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Pooled Separate Accounts Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | — | $2.9M | 17.5% | |
| Vanguard Group Registered Investment Company Vanguard Growth Index Adm Fund** | Mutual Funds | — | — | $2.4M | 14.2% | |
| Principal Fixed Income Guaranteed Option 1.55% | Guaranteed Income / GIC | — | — | $2.2M | 12.9% | |
| The American Funds Registered Investment Company Am Fds Grth Fd of Am R6 Fund** | Mutual Funds | — | — | $1.6M | 9.3% | |
| Principal Global Investors Diversified International S 8,267 shares | Other securities | — | $8K | $1.1M | 6.4% | |
| Principal Life Insurance Company Pooled Separate AccountsPrin SmCap S&P 600 Index SA-Z** | Pooled Separate Accounts | — | — | $836K | 5.0% | |
| Principal Global Investors Equity Income Separate 11,690 shares | Other securities | — | $12K | $719K | 4.3% | |
| Vanguard Group Registered Investment Company Vanguard Equity-Inc Adm Fund** | Mutual Funds | — | — | $610K | 3.6% | |
| Principal Global Investors LargeCap S&P 500 Index 1,804 shares | Common Collective Trusts | — | $2K | $598K | 3.6% | |
| Principal Global Investors MidCap S&P 400 Index S 4,568 shares | Other securities | — | $5K | $500K | 3.0% | |
| Dimensional Fund Advisors Registered Investment Company DFA Global Equity I Fund** | Mutual Funds | — | — | $368K | 2.2% | |
| Vanguard Group Registered Investment Company Vanguard Sm Cap Val Idx Adm Fd** | Common Collective Trusts | — | — | $350K | 2.1% | |
| Vanguard Group Registered Investment Company Vanguard MidCp Grth Idx Adm Fd** | Common Collective Trusts | — | — | $320K | 1.9% | |
| Principal Real Estate Inv - Estate Securities Separate 3,248 shares | Other securities | — | $3K | $280K | 1.7% | |
| Vanguard Group Registered Investment Company Vanguard Tl Stk Mkt Idx Adm Fd** | Common Collective Trusts | — | — | $253K | 1.5% | |
| Vanguard Group Registered Investment Company Vgd Ttl Intl Stk Idx Adm Fd** | Common Collective Trusts | — | — | $210K | 1.3% | |
| The American Funds Registered Investment Company Amer Funds Amer Bal R6 Fd** | Mutual Funds | — | — | $198K | 1.2% | |
| Principal Global Investors Trust Co Common/Collective TrustPRIN LIFETIME HYBR 2055 CIT Z ** 981 * JP Morgan Funds Registered Investment Company Undisc Mgrs Behav Value R6 Fd** | Common Collective Trusts | — | — | $186K | 1.1% | |
| Vanguard Group Registered Investment Company Vanguard MidCap Val Idx Adm Fd** | Common Collective Trusts | — | — | $180K | 1.1% | |
| Multiple Sub-Advisors - Hybrid 2045 CIT Z 3,309 shares | Common Collective Trusts | — | $3K | $169K | 1.0% | |
| Multiple Sub-Advisors - Hybrid Income CIT Z 21 shares 470 * Insight/Polen/Post - Principal Separate Account-Z 4,258 shares | Pooled Separate Accounts | — | $4K | $139K | 0.8% | |
| Vanguard Group Registered Investment Company Vanguard Sm Cap Gr Idx Adm Fd** | Common Collective Trusts | — | — | $116K | 0.7% | |
| Multiple Sub-Advisors - Hybrid 2055 CIT Z 18 shares 981 Multiple Sub-Advisors - Hybrid 2060 CIT Z 766 shares | Common Collective Trusts | — | — | $20K | 0.1% | |
| Dimensional Fund Advisors Registered Investment Company DFA Inter Gov Fixed Inc I Fd** | Mutual Funds | — | $437K | $5K | <0.1% | |
| The American Funds Registered Investment Company AM FDS FNDMTL INV R6 FUND** 693 * Dimensional Fund Advisors Registered Investment Company DFA Emerg Mrkts Small Cap I Fd** | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Emerging Markets 127 shares | Mutual Funds | — | — | $3K | <0.1% | |
| EuroPacific Growth Fund 48,286 shares | Other securities | — | $48K | $3K | <0.1% | |
| Multiple Sub-Advisors - Hybrid 2035 CIT Z 2 shares 81 Multiple Sub-Advisors - Hybrid 2040 CIT Z 41 shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Multiple Sub-Advisors - Hybrid 2050 CIT Z 34 shares | Common Collective Trusts | — | — | $2K | <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 |
|---|---|---|---|---|---|
| BLUE BENEFITS CONSULTING, INC. | 35-1907899 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
