Aaron Snyder signed Hannum, Wagle & Cline, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hannum, Wagle & Cline, Inc.'s EIN is 35-1780345.
Download the official 2024 Form 5500 (PDF) for Hannum, Wagle & Cline, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hannum, Wagle & Cline, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Investor Mutual Fund (1) | Mutual Funds | — | — | $2.2M | 11.0% | |
| Fidelity 500 Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $1.7M | 8.4% | |
| Fidelity Freedom Index 2025 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.7M | 8.4% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund (1) | Other securities | — | — | $1.5M | 7.3% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.4M | 6.7% | |
| Fidelity Freedom Index 2035 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.3M | 6.5% | |
| Fidelity Freedom Index 2050 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.3M | 6.5% | |
| Fidelity Freedom Index 2055 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.1M | 5.7% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund (1) | Mutual Funds | — | — | $1.0M | 5.0% | |
| BlackRock Equity Dividend Fund K Shares Mutual Fund (1) | Other securities | — | — | $824K | 4.1% | |
| Fidelity Freedom Index 2030 Investor Mutual Fund (1) | Mutual Funds | — | — | $803K | 4.0% | |
| Fidelity Government MMKT Fund Class K6 Money Market Fund (1) 234 * Fidelity Advisor Strategic Income Fund Class Z Mutual Fund (1) | Mutual Funds | — | — | $756K | 3.7% | |
| MFS International Diversification Fund Class R6 Mutual Fund (1) | Mutual Funds | — | — | $549K | 2.7% | |
| Fidelity Freedom Index 2015 Investor Mutual Fund (1) | Mutual Funds | — | — | $517K | 2.5% | |
| Janus Henderson Triton Fund Class N Mutual Fund (1) | Mutual Funds | — | — | $454K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $428K | 2.1% | |
| Fidelity Advisor Freedom 2065 Fund Class I Mutual Fund (1) | Mutual Funds | — | — | $359K | 1.8% | |
| BlackRock Mid0Cap Growth Equity K Mutual Fund (1) | Other securities | — | — | $308K | 1.5% | |
| Fidelity Freedom Index 2020 Investor Mutual Fund (1) | Mutual Funds | — | — | $304K | 1.5% | |
| Victory Sycamore Established Value Fund Mutual Fund (1) | Other securities | — | — | $282K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $276K | 1.4% | |
| Galliard Stable Return Fund C Common Collective Trust (1) | Common Collective Trusts | — | — | $273K | 1.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $273K | 1.3% | |
| JPMorgan Core Plus Bond Fund Class R6 Mutual Fund (1) | Other securities | — | — | $273K | 1.3% | |
| Participant Loans (interest rate range 4.25%-9.50%) 0 | Bonds / Notes | — | — | $273K | 1.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund (1) | Mutual Funds | — | — | $100K | 0.5% | |
| DWS RREEF Real Estate Securities Fund Class R6 Mutual Fund (1) | Other securities | — | — | $85K | 0.4% | |
| Federated Hermes Clover Small Value R6 Mutual Fund (1) | Other securities | — | — | $46K | 0.2% | |
| Fidelity International Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $36K | 0.2% | |
| PIMCO CommoditiesPLUS Strategy Insl Mutual Fund (1) | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity Freedom Index 2010 Investor Mutual Fund (1) | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
