Karin Perez signed The HAVI Group Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The HAVI Group Limited Partnership's EIN is 36-3600106.
Download the official 2024 Form 5500 (PDF) for The HAVI Group Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The HAVI Group Limited Partnership'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | INVESTMENT ADVISORY | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Institutional Index Fund | Common Collective Trusts | — | — | $41.1M | 11.4% | |
| Vanguard Group Target Retirement 2045 Trust II | Mutual Funds | — | — | $33.5M | 9.3% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $33.5M | 9.3% | |
| Vanguard Group Target Retirement 2040 Trust II | Mutual Funds | — | — | $33.3M | 9.3% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.3M | 9.3% | |
| Vanguard Group Target Retirement 2035 Trust II | Mutual Funds | — | — | $32.4M | 9.0% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $32.4M | 9.0% | |
| Vanguard Group Target Retirement 2030 Trust II | Mutual Funds | — | — | $29.1M | 8.1% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.1M | 8.1% | |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $26.5M | 7.4% | |
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $21.5M | 6.0% | |
| Vanguard Group Target Retirement 2050 Trust II | Mutual Funds | — | — | $21.2M | 5.9% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $21.2M | 5.9% | |
| Vanguard Group Extended Market Index Fund | Common Collective Trusts | — | — | $16.6M | 4.6% | |
| Vanguard Group Target Retirement 2055 Trust II | Mutual Funds | — | — | $15.4M | 4.3% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.4M | 4.3% | |
| Registered investment companies Dodge & Cox Stock Fund | Mutual Funds | — | — | $14.3M | 4.0% | |
| Vanguard Group Target Retirement 2025 Trust II | Mutual Funds | — | — | $12.8M | 3.5% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.8M | 3.5% | |
| Vanguard Group Target Retirement 2060 Trust II | Mutual Funds | — | — | $9.3M | 2.6% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.3M | 2.6% | |
| Vanguard Group Target Retirement 2020 Trust II | Mutual Funds | — | — | $7.6M | 2.1% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.1% | |
| Vanguard Group New Perspective Fund | Mutual Funds | — | — | $6.1M | 1.7% | |
| Dimensional Fund Advisor DFA US Small Cap Portfolio | Mutual Funds | — | — | $5.8M | 1.6% | |
| Vanguard Group FTSE All World Ex-U.S. Index Fund | Common Collective Trusts | — | — | $4.8M | 1.3% | |
| Artisan International Fund | Other securities | — | — | $4.3M | 1.2% | |
| LOOMIS SAYLES COR PL FI INC F LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| Vanguard Group Target Retirement Inc Trust II | Mutual Funds | — | — | $4.1M | 1.1% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| Vanguard Group Total Bond Market Index Fund | Common Collective Trusts | — | — | $3.1M | 0.9% | |
| Vanguard Group Inflation Protected Securities Fund | Mutual Funds | — | — | $2.5M | 0.7% | |
| Harbor Diversified International All Cap Fund | Other securities | — | — | $2.1M | 0.6% | |
| Vanguard Group Target Retirement 2065 Trust II | Mutual Funds | — | — | $2.0M | 0.5% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Vanguard Fiduciary Trust Company Target Retirement 2070 Trust II | Mutual Funds | — | — | $186K | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $186K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI CONSULTING GROUP |
| 34-1213174 |
| — |
| INVESTMENT ADVISORY |
| $8K |
| — |
| PRICEWATERHOUSECOOPERS | 13-5326270 | — | INVESTMENT ADVISORY | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT | $23K | — |
