Daniel Frerichs signed Hydro-Gear Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hydro-Gear Limited Partnership's EIN is 37-1278894.
Download the official 2024 Form 5500 (PDF) for Hydro-Gear Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hydro-Gear 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH MOORE | — | OVERLAND PARK, KS | BROKER/ADVISER | $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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K 14,167 shares | Common Collective Trusts | — | $14K | $9.7M | 14.2% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 288,113 shares | Mutual Funds | — | $288K | $5.0M | 7.2% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 321,243 shares | Mutual Funds | — | $321K | $4.9M | 7.1% | |
| MFS INTL DIVERSIFICATION R6 210,548 shares | Mutual Funds | — | $211K | $4.8M | 7.0% | |
| ISHARES RUSSELL MID-CAP INDEX K 291,571 shares | Other securities | — | $292K | $4.3M | 6.3% | |
| JPMORGAN LARGE CAP GROWTH R6 50,167 shares | Other securities | — | $50K | $4.2M | 6.1% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 207,240 shares | Mutual Funds | — | $207K | $3.9M | 5.7% | |
| MFS VALUE R6 65,570 shares | Mutual Funds | — | $66K | $3.2M | 4.6% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K 117,137 shares | Common Collective Trusts | — | $117K | $2.9M | 4.2% | |
| PIMCO INCOME INSTL 271,596 shares | Mutual Funds | — | $272K | $2.9M | 4.2% | |
| DODGE & COX INCOME - I 161,348 shares | Mutual Funds | — | $161K | $2.0M | 2.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 74,285 shares | Mutual Funds | — | $74K | $2.0M | 2.9% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 99,700 shares | Mutual Funds | — | $100K | $1.8M | 2.6% | |
| AMERICAN FUNDS STRATEGIC BOND R6 195,762 shares | Mutual Funds | — | $196K | $1.8M | 2.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 75,759 shares | Mutual Funds | — | $76K | $1.6M | 2.3% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 73,729 shares | Mutual Funds | — | $74K | $1.5M | 2.2% | |
| MFS MID CAP VALUE R6 45,510 shares | Mutual Funds | — | $46K | $1.4M | 2.1% | |
| JPMORGAN MID CAP GROWTH R6 24,612 shares | Other securities | — | $25K | $1.3M | 1.9% | |
| EMPOWER GUARANTEED INCOME FUND 47,267 shares | Other securities | — | $47K | $1.2M | 1.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 57,578 shares | Mutual Funds | — | $58K | $1.2M | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 14,062 shares | Mutual Funds | — | $14K | $1.1M | 1.6% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $14K | $972K | 1.4% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 68,999 shares | Mutual Funds | — | $69K | $845K | 1.2% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 41,974 shares | Mutual Funds | — | $42K | $734K | 1.1% | |
| EATON VANCE INCOME FUND OF BOSTON R6 108,005 shares | Other securities | — | $108K | $561K | 0.8% | |
| T. ROWE PRICE ALL-CAP OPPORTUNITIES I 7,361 shares | Other securities | — | $7K | $541K | 0.8% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 39,943 shares | Mutual Funds | — | $40K | $538K | 0.8% | |
| COHEN & STEERS REAL ESTATE SECURITIES I 26,839 shares | Other securities | — | $27K | $463K | 0.7% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K 17,906 shares | Other securities | — | $18K | $273K | 0.4% | |
| AMERICAN FUNDS 2070 TRGT DATE RETIRE R6 9,389 shares | Mutual Funds | — | $9K | $102K | 0.1% | |
| PIMCO COMMODITIESPLUS STRATEGY INSTL 14,327 shares | Mutual Funds | — | $14K | $95K | 0.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX K 10,115 shares | Other securities | — | $10K | $90K | 0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 3,105 shares | Mutual Funds | — | $3K | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP LLC DBA SMARTDOLLAR | — | FRANKLIN, TN | CONTRACT ADMIN | $24K | — |
| FORVIS MAZARS LLP | — | SPRINGFIELD, MO | CONTRACT ADMIN | $6K | — |
