Austin Peterson signed Industrial HARD Chrome, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Industrial HARD Chrome, Ltd.'s EIN is 36-3392489.
Download the official 2024 Form 5500 (PDF) for Industrial HARD Chrome, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Industrial HARD Chrome, Ltd.'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 |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLOMBUS, OH | INVESTMENT ADVISORY | $31K | — |
| WELLS FARGO CLEARING SRVS LLC (PCG) | 34-1542819 | — | INVESTMENT ADVISOR | $9K | — |
| NATIONWIDE | — | COLOMBUS, OH | INVESTMENT ADVISORY | $933 | — |
| AUSTIN PETERSON | — | GENEVA, IL | INVESTMENT ADVISORY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Financial Services, Inc. NW Geneva Small Cap Growth ** 1 Harbor Capital Harbor Capital Appreciation Fund | Common Stocks | — | — | $3.5M | 21.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 7.4% | |
| Nationwide Life Insurance Company Nationwide Fixed Select Contract | Common Stocks | — | — | $1.1M | 6.9% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 6.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $447K | 2.8% | |
| Vanguard Start SmallCap Equity Inv | Mutual Funds | — | — | $436K | 2.7% | |
| Franklin Templeton Franklin Templeton Dynatech | Mutual Funds | — | — | $381K | 2.4% | |
| Participant loans 3.25% - 8.50% -0- | Bonds / Notes | — | — | $363K | 2.2% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $335K | 2.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $327K | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $316K | 2.0% | |
| Goldman Sachs Goldman Sachs International Opportunities | Other securities | — | — | $310K | 1.9% | |
| Nationwide Financial Services, Inc. Nationwide Loomis All Cap Growth Fund - R6 | Common Stocks | — | — | $291K | 1.8% | |
| PGIM Total Return Bond Fund - R6 | Other securities | — | — | $278K | 1.7% | |
| Nationwide Financial Services, Inc. Nationwide Fixed Select Option Fund | Common Stocks | — | — | $273K | 1.7% | |
| BlackRock High Yield Bond Portfolio - K | Other securities | — | — | $271K | 1.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $259K | 1.6% | |
| JP Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $255K | 1.6% | |
| JP Morgan JPMorgan Equity Income Fund - R5 | Other securities | — | — | $246K | 1.5% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $228K | 1.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $225K | 1.4% | |
| BlackRock Total Return Fund | Other securities | — | — | $173K | 1.1% | |
| American Funds American Funds Balances Intl Equity R6 ** 544 Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $168K | 1.0% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $166K | 1.0% | |
| Principal Real Estate Securities Fund ** 31 Principal Global Real Estate R6 | Other securities | — | — | $143K | 0.9% | |
| Diamond Hill Capital Management Diamond Hill Mid Cap Fund | Other securities | — | — | $138K | 0.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $134K | 0.8% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $131K | 0.8% | |
| Diamond Hill Capital Management Diamond Hill Large Cap Fund | Other securities | — | — | $130K | 0.8% | |
| AllianceBernstein AB Global Bond Fund - Class Z | Other securities | — | — | $128K | 0.8% | |
| Columbia Management Columbia Strategic Income Institutional ** 1 Causeway International Value Fund | Other securities | — | — | $122K | 0.8% | |
| Legal & General Commodity Strategy Fund - Institutional Class | Other securities | — | — | $118K | 0.7% | |
| Carillon Eagle Small Cap Growth Fund - I | Other securities | — | — | $113K | 0.7% | |
| T. Rowe Price T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $110K | 0.7% | |
| Vanguard Total Bond Market Index Admiral Fund ** 106 Vanguard Total International Stock Index Fund ** 78 Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $97K | 0.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $91K | 0.6% | |
| Delaware Management, Co. Delaware Value Fund | Common Stocks | — | — | $90K | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $81K | 0.5% | |
| OKMRK Fund Inv | Other securities | — | — | $81K | 0.5% | |
| Avantis US Small Cap Value Fund | Other securities | — | — | $77K | 0.5% | |
| Fidelity Advisor Leveraged Company Stock Fund | Mutual Funds | — | — | $75K | 0.5% | |
| Invesco Diversified Dividend Fund - R5 | Mutual Funds | — | — | $73K | 0.4% | |
| Janus Henderson Janus Henderson Small Cap Value Fund | Mutual Funds | — | — | $69K | 0.4% | |
| Invesco Investco Oppenheimer Global Fund - Y | Mutual Funds | — | — | $69K | 0.4% | |
| William Blair William Blair Small Cap Growth Fund | Other securities | — | — | $66K | 0.4% | |
| Columbia Management Columbia Select Large Cap Growth | Other securities | — | — | $64K | 0.4% | |
| Russell Investments Russell Investments Global Real Estate Securitites Fund ** 218 Russell Investments Russell Investments US Small Cap Equity | Other securities | — | — | $63K | 0.4% | |
| MFS Value Fund | Mutual Funds | — | — | $41K | 0.3% | |
| MFS Research Fund - R4 | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $35K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $375 |
| — |
| NATIONWIDE | 31-4177100 | — | INVESTMENT ADVISORY | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | TPA | $4K | — |
