Roland ALIX signed Hubbell, ROTH, & Clark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hubbell, ROTH, & Clark, Inc.'s EIN is 38-0668370.
Download the official 2024 Form 5500 (PDF) for Hubbell, ROTH, & Clark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hubbell, ROTH, & Clark, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 INSTITUTIONAL INDEX INSTL PL Mutual Fund | Mutual Funds | — | — | $8.3M | 13.4% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Mutual Fund | Mutual Funds | — | — | $5.2M | 8.4% | |
| EI FIXED ACCOUNT SERIES CLASS III Guaranteed Interest Contract | Other securities | — | — | $4.6M | 7.4% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $3.4M | 5.5% | |
| FIDELTIY FREEDOM BLEND 2025 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.3M | 5.4% | |
| T. ROWE PRICE INSTL MID-CAP EQUITY GR Mutual Fund | Other securities | — | — | $3.2M | 5.1% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $3.0M | 4.9% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $3.0M | 4.9% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund | Mutual Funds | — | — | $3.0M | 4.8% | |
| VANGUARD MID CAP INDEX INS Mutual Fund | Mutual Funds | — | — | $3.0M | 4.8% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA Pooled Separate Account | Pooled Separate Accounts | — | — | $2.8M | 4.6% | |
| FUTUREFUNDS SERIES ACCT II OF GWLA EMPOWER ANNIUTY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.8M | 4.6% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $2.2M | 3.6% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $2.1M | 3.4% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL Mutual Fund | Mutual Funds | — | — | $2.1M | 3.4% | |
| VANGUARD SMALL CAP INDEX INSTL Mutual Fund | Mutual Funds | — | — | $1.9M | 3.0% | |
| VANGUARD TOTAL BOND MARKET INDEX INST Mutual Fund | Mutual Funds | — | — | $1.7M | 2.7% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| VANGUARD FTSE SOCIAL INDEX I Mutual Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund | Other securities | — | — | $1.1M | 1.8% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $607K | 1.0% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $393K | 0.6% | |
| NUVEEN REAL ESTATE SECURITIES R6 Mutual Fund | Mutual Funds | — | — | $332K | 0.5% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $194K | 0.3% | |
| EMPOWER SECUREFOUNDATION BAL INST Mutual Fund | Other securities | — | — | $104K | 0.2% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $103K | 0.2% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELTY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $89K | 0.1% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $63K | 0.1% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRU CORE PLUS BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | 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.
| — |
| ROSWELL, GA |
| OTHER |
| $64K |
| — |
