Kevin Kaszubowski signed Hawkins ASH CPAS, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawkins ASH CPAS, LLP's EIN is 39-0912608.
Download the official 2024 Form 5500 (PDF) for Hawkins ASH CPAS, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawkins ASH CPAS, LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE | 26-4311657 | — | INVESTMENT ADVISOR | $23K | — |
| ISC FINANCIAL ADVISORS | 45-0834412 |
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.
| — |
| INVESTMENT ADVISOR |
| $18K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Registered Investment Company | Mutual Funds | — | — | $10.1M | 29.5% | |
| Fidelity Freedom Index 2035 IPR Registered Investment Company | Mutual Funds | — | — | $5.7M | 16.8% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $3.3M | 9.7% | |
| Putnam Large Cap Value Fund R1 Common/Collective Trust | Common Collective Trusts | — | — | $2.9M | 8.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 8.5% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $1.5M | 4.5% | |
| Fidelity Freedom Index 2040 IPR Registered Investment Company | Mutual Funds | — | — | $1.3M | 3.9% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 3.8% | |
| Vanguard Small Cap Index - Admiral Shares Registered Investment Company | Mutual Funds | — | — | $1.2M | 3.6% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| American Century Small Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $921K | 2.7% | |
| DFA Emerging Markets Core Equity Registered Investment Company | Mutual Funds | — | — | $820K | 2.4% | |
| Lord Abbett Bond Debenture Fund R6 Registered Investment Company | U.S. Treasuries | — | — | $720K | 2.1% | |
| PGIM CR CONSRV BD R1 GREAT GRAY TRUST COMPANY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $693K | 2.0% | |
| Fidelity Treasury Money Market Registered Investment Company | Mutual Funds | — | — | $527K | 1.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $413K | 1.2% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $329K | 1.0% | |
| DFA Global Real Estate Securities Registered Investment Company | Mutual Funds | — | — | $237K | 0.7% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $194K | 0.6% | |
| Fidelity Stable Value Common/Collective Trust | Stable Value | — | — | $133K | 0.4% | |
| maturing between October 2025 and May 2032 -0- | Other securities | — | — | $128K | 0.4% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $124K | 0.4% | |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $120K | 0.4% | |
| Fidelity Freedom Index 2025 IPR Registered Investment Company | Mutual Funds | — | — | $107K | 0.3% | |
| Fidelity Freedom Index 2060 IPR Registered Investment Company | Mutual Funds | — | — | $67K | 0.2% | |
| Fidelity Inflation-Protection Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $61K | 0.2% | |
| Fidelity Freedom Index 2065 IPR Registered Investment Company | Mutual Funds | — | — | $55K | 0.2% | |
| Janus Henderson Developed World Bond III Common/Collective Trust | Common Collective Trusts | — | — | $54K | 0.2% | |
| J H DEV WRLD BD III GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $54K | 0.2% | |
| Fidelity Freedom Index 2055 IPR Registered Investment Company | Mutual Funds | — | — | $45K | 0.1% | |
| Fidelity Freedom Index 2050 IPR Registered Investment Company | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Freedom Index 2045 IPR Registered Investment Company | Mutual Funds | — | — | $12K | <0.1% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY · EIN 26-3783757 / PN 930 | Common Collective Trust | — | — | $0 | <0.1% |
