Hewson & Van Hellemont, P.C.'s EIN is 38-2964195.
Download the official 2024 Form 5500 (PDF) for Hewson & Van Hellemont, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hewson & Van Hellemont, P.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSRUANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHIGAN BENEFIT CONSULTING, INC. | 38-3220894 | — | TPA SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 18.1% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 13.5% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 13.2% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $932K | 6.6% | |
| Principal Funds Inc LargeCap S&P 500 Idx Inst Fund | Common Collective Trusts | — | — | $813K | 5.7% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $577K | 4.1% | |
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $421K | 3.0% | |
| Principal Funds Inc SmallCap S&P 600 Index R6 Fund | Common Stocks | — | — | $292K | 2.1% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | Other securities | — | — | $286K | 2.0% | |
| Principal Funds Inc Capital Appreciation Inst Fund | Common Stocks | — | — | $265K | 1.9% | |
| Guaranteed Investment Fund * Principal Life Insurance Company Guaranteed Investment Option**** | Common Stocks | — | — | $259K | 1.8% | |
| PRIN LIFEIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $257K | 1.8% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $236K | 1.7% | |
| Principal Funds Inc Intl Equity Index R6 Fund | Common Collective Trusts | — | — | $218K | 1.5% | |
| Janus International Holding, LLC JanusHenderson Triton N | Mutual Funds | — | — | $215K | 1.5% | |
| Principal Funds Inc MidCap S&P 400 Index R6 Fund | Common Stocks | — | — | $185K | 1.3% | |
| American Funds American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $149K | 1.1% | |
| Principal Funds Inc SmallCap Value Il R6 Fund | Common Stocks | — | — | $146K | 1.0% | |
| Principal Funds Inc MidCap Value I R6 Fund | Common Stocks | — | — | $132K | 0.9% | |
| Notes receivable from participants Participant Loans | Participant loans | — | — | $99K | 0.7% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $92K | 0.6% | |
| American Funds American Funds EuroPacific Growth R6 Fnd | Mutual Funds | — | — | $87K | 0.6% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $68K | 0.5% | |
| Principal Funds Inc Bond Market Index Inst Fund | Common Stocks | — | — | $41K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $39K | 0.3% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $33K | 0.2% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $11K | <0.1% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| Alliance Bernstein AB Global Bond Z Fund | Other securities | — | — | $2K | <0.1% |
