ANN Wallin signed Hiffman Shaffer Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hiffman Shaffer Associates, Inc.'s EIN is 36-4333797.
Download the official 2024 Form 5500 (PDF) for Hiffman Shaffer Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hiffman Shaffer Associates, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY-PLAN | $14K | — |
| GLOBAL RETIREMENT PARTNERS, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT ADVISORY PLAN |
| $12K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 K6 Mutual Funds | Mutual Funds | — | — | $2.6M | 21.7% | |
| Fidelity Freedom Blend 2040 K6 Mutual Funds | Mutual Funds | — | — | $2.1M | 18.1% | |
| Fidelity Freedom Blend 2025 K6 Mutual Funds | Mutual Funds | — | — | $1.9M | 16.0% | |
| Fidelity Freedom Blend 2035 K6 Mutual Funds | Mutual Funds | — | — | $698K | 5.9% | |
| Fidelity Freedom Blend 2055 K6 Mutual Funds | Mutual Funds | — | — | $675K | 5.7% | |
| Fidelity Freedom Blend 2020 K6 Mutual Funds | Mutual Funds | — | — | $658K | 5.6% | |
| Fidelity Freedom Blend 2060 K6 Mutual Funds | Mutual Funds | — | — | $611K | 5.2% | |
| Fidelity Freedom Blend 2050 K6 Mutual Funds | Mutual Funds | — | — | $591K | 5.0% | |
| Fidelity Total Market Index Mutual Funds | Common Collective Trusts | — | — | $516K | 4.4% | |
| Fidelity Freedom Blend 2045 K6 Mutual Funds | Mutual Funds | — | — | $323K | 2.7% | |
| AB US Lg Cap Gr (W Series) P1 | Other securities | — | — | $226K | 1.9% | |
| AB US LG CAP GR (W SERIES) P1 AB · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $226K | 1.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $125K | 1.1% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $114K | 1.0% | |
| Fidelity Freedom Blend 2065 K6 Mutual Funds | Mutual Funds | — | — | $83K | 0.7% | |
| Fidelity Freedom Blend Income K6 Mutual Funds | Mutual Funds | — | — | $69K | 0.6% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $68K | 0.6% | |
| Transamerica Stable Value Core Option Fully Benefit-Responsive Investment Contract | Stable Value | — | — | $68K | 0.6% | |
| JPMorgan Equity Income R5 Mutual Funds | Common Stocks | — | — | $68K | 0.6% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $58K | 0.5% | |
| Pioneer Bond Y Mutual Funds | Other securities | — | — | $56K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Instl Mutual Funds | Other securities | — | — | $50K | 0.4% | |
| DoubleLine Total Return N Mutual Funds | Other securities | — | — | $47K | 0.4% | |
| MFS International Diversification R3 Mutual Funds | Mutual Funds | — | — | $36K | 0.3% | |
| Principal SmallCap R6 Mutual Funds | Other securities | — | — | $32K | 0.3% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | — | $30K | 0.3% | |
| BlackRock Strategic Income Opps Instl Mutual Funds | Other securities | — | — | $26K | 0.2% | |
| American Funds New Perspective R6 Mutual Funds | Mutual Funds | — | — | $15K | 0.1% | |
| JANUS HENDERSON INTL ALPHA EQ III WILMINGTON TRUST · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity U.S. Sustainability Index Mutual Funds | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Total Return ESG Instl Mutual Funds | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Intl Sustainability Idx Mutual Funds | Common Collective Trusts | — | — | $2K | <0.1% |
