Matisyn WITT signed Haumiller Engineering's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haumiller Engineering's EIN is 36-2519124.
Download the official 2024 Form 5500 (PDF) for Haumiller Engineering from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haumiller Engineering'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.2M | 15.3% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $2.8M | 13.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 7.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 5.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $910K | 4.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $854K | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $822K | 3.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $787K | 3.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $678K | 3.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $664K | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $635K | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $497K | 2.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $483K | 2.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $479K | 2.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $435K | 2.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $371K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $280K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $262K | 1.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $180K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $174K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $122K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $106K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $97K | 0.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $64K | 0.3% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $49K | 0.2% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $4K | <0.1% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
