Travis Richert signed HY CITE Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HY CITE Enterprises, LLC's EIN is 39-0983855.
Download the official 2024 Form 5500 (PDF) for HY CITE Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HY CITE Enterprises, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND | Stable Value | — | $0 | $9.3M | 17.2% | |
| JP MORGAN EMERG MKTS EQ R6 FD | Other securities | — | $0 | $5.6M | 10.4% | |
| NUVEEN LIFECYCL INDEX 2065 R6 | Mutual Funds | — | $0 | $5.5M | 10.3% | |
| NUVEEN LIFECYCL INDX RET INC R | Mutual Funds | — | $0 | $5.4M | 10.0% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $4.1M | 7.6% | |
| Non Interest Bearing Cash | Cash / Money Market | — | $0 | $2.8M | 5.2% | |
| NUVEEN LIFECYCL INDEX 2060 R6 | Mutual Funds | — | $0 | $2.7M | 5.1% | |
| INVESCO SMALL CAP VALUE R6 FD | Mutual Funds | — | $0 | $2.3M | 4.3% | |
| SCHWAB SMALL CAP INDEX FUND | Common Collective Trusts | — | $0 | $2.3M | 4.3% | |
| INVESCO S-T INV TG & A P INS F | Mutual Funds | — | $0 | $2.3M | 4.3% | |
| Non Interest Bearing Cash | Cash / Money Market | — | $0 | $2.2M | 4.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.2% | |
| MFS VALUE R6 FUND | Mutual Funds | — | $0 | $2.1M | 3.9% | |
| JOHN HANCOCK DISC VAL MC R6 FD | Other securities | — | $0 | $1.1M | 2.0% | |
| HARTFORD SCHRODER INTL STK SDR | Other securities | — | $0 | $964K | 1.8% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $914K | 1.7% | |
| NUVEEN LIFECYCL INDEX 2045 R6 | Mutual Funds | — | $0 | $876K | 1.6% | |
| NUVEEN LIFECYCL INDEX 2055 R6 | Mutual Funds | — | $0 | $686K | 1.3% | |
| NUVEEN LIFECYCL INDEX 2040 R6 | Mutual Funds | — | $0 | $585K | 1.1% | |
| FIDELITY ADV INV GRD BD Z FD | Mutual Funds | — | $0 | $516K | 1.0% | |
| NUVEEN LIFECYCL INDEX 2015 R6 | Mutual Funds | — | $0 | $388K | 0.7% | |
| NUVEEN LIFECYCL INDEX 2035 R6 | Mutual Funds | — | $0 | $289K | 0.5% | |
| NUVEEN LIFECYCL INDEX 2020 R6 | Mutual Funds | — | $0 | $221K | 0.4% | |
| NUVEEN LIFECYCL INDEX 2050 R6 | Mutual Funds | — | $0 | $198K | 0.4% | |
| NUVEEN LIFECYCL INDEX 2025 R6 | Mutual Funds | — | $0 | $152K | 0.3% | |
| NUVEEN LIFECYCL INDEX 2030 R6 | Mutual Funds | — | $0 | $128K | 0.2% | |
| AMERICAN CENTURY SC GR R6 FD | Other securities | — | $0 | $53K | <0.1% | |
| BAIRD MIDCAP INST FUND | Other securities | — | $0 | $22K | <0.1% | |
| VANGUARD MID CAP INDEX ADM FD | Mutual Funds | — | $0 | $782 | <0.1% | |
| MORLEY STABLE VALUE FUND FEE MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | 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.
