Spencer Hardle signed HPM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HPM, Inc.'s EIN is 35-2578435.
Download the official 2024 Form 5500 (PDF) for HPM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HPM, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-1592130 | COLUMBUS, OH | RECORD KEEPER | $24K | — |
| TPA SERVICES, INC. | 84-1571661 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 Fund - Class R6 | Mutual Funds | — | — | $1.6M | 23.3% | |
| JPMorgan Largecap Growth Fund Class R6 | Other securities | — | — | $764K | 11.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $505K | 7.5% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 | Mutual Funds | — | — | $493K | 7.3% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 | Mutual Funds | — | — | $315K | 4.7% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 | Mutual Funds | — | — | $229K | 3.4% | |
| Nationwide Destinations Moderately Aggressive Fund Class R6 | Other securities | — | — | $163K | 2.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $157K | 2.3% | |
| Fidelity International Index | Mutual Funds | — | — | $154K | 2.3% | |
| Nationwide Destinations Moderate Fund Class R6 | Other securities | — | — | $125K | 1.9% | |
| Goldman Sachs GQG Partners International Opportunities R6 | Other securities | — | — | $125K | 1.9% | |
| Principal Midcap R6 | Other securities | — | — | $123K | 1.8% | |
| Nationwide Small Cap Growth Fund Institutional Service Class | Other securities | — | — | $120K | 1.8% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 | Mutual Funds | — | — | $120K | 1.8% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $118K | 1.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $107K | 1.6% | |
| Nationwide All Cap Growth Fund Class R6 | Other securities | — | — | $106K | 1.6% | |
| Avantis US Large Cap Value Fund | Other securities | — | — | $102K | 1.5% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $89K | 1.3% | |
| JPMorgan Equity Income Fund Class R5 | Other securities | — | — | $87K | 1.3% | |
| Vanguard Windsor Admiral Shares | Mutual Funds | — | — | $83K | 1.2% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $81K | 1.2% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 | Mutual Funds | — | — | $81K | 1.2% | |
| various maturity dates through April 2033 | Other securities | — | — | $80K | 1.2% | |
| * Nationwide Fixed Select Option | Guaranteed Income / GIC | — | — | $80K | 1.2% | |
| BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $60K | 0.9% | |
| MFS Midcap Growth Fund R6 | Mutual Funds | — | — | $58K | 0.9% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 | Mutual Funds | — | — | $58K | 0.9% | |
| Diamond Hill Midcap Fund Class I | Other securities | — | — | $58K | 0.9% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $57K | 0.9% | |
| Principal Global Real Estate R6 | Other securities | — | — | $56K | 0.8% | |
| Federated Hermes Institutional Stock Fund Class I | Other securities | — | — | $42K | 0.6% | |
| Legal & General Commodity Strategy Fund - Institutional Shares | Other securities | — | — | $40K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $40K | 0.6% | |
| BlackRock High Yield Portfolio - Class K | Other securities | — | — | $35K | 0.5% | |
| Pimco Real Return Institutional | Mutual Funds | — | — | $34K | 0.5% | |
| Nationwide Destinations Aggressive Fund Class R6 | Other securities | — | — | $31K | 0.5% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $31K | 0.5% | |
| Avantis US Small Cap Value Fund - Institutional Class | Other securities | — | — | $30K | 0.5% | |
| JPMorgan Mortgage-Backed Securities Fund- R6 | Other securities | — | — | $24K | 0.4% | |
| DFA Emerging Markets Core Eq 2 Portfolio Instl Class | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds The Growth Fund of America R6 | Mutual Funds | — | — | $12K | 0.2% | |
| Alliance Bernstein Global Bond Fund - Class Z | Other securities | — | — | $8K | 0.1% | |
| BlackRock Total Return K | Other securities | — | — | $8K | 0.1% | |
| Pimco CommodityRealReturn Strategy Fund Administrative Class | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROACCOUNT |
| 73-0988442 |
| COLUMBUS, OH |
| INVESTMENT ADVISORY |
| $9K |
| — |
| IRON FIDUCIARY | 99-9552241 | — | INVESTMENT ADVISORY | $3K | — |
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | CENTENNIAL, CO | INVESTMENT ADVISORY | $0 | — |
