Daniel Layton signed Hartung Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hartung Brothers, Inc.'s EIN is 39-1215159.
Download the official 2024 Form 5500 (PDF) for Hartung Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hartung Brothers, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $22K | — |
| MML INVESTORS SERVICES LLC |
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.
| 04-2746212 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Group Annuity Contract Guaranteed Option | Common Stocks | — | — | $6.9M | 14.5% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $5.1M | 10.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.1M | 6.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.8M | 5.8% | |
| PUTNAM LC GWTH TR FOUNDERS CL GREAT GRAY TRUST COMPANY · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $2.6M | 5.5% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $2.5M | 5.2% | |
| Brown Capital Management Brown Advisory Sustainable Growth Collective Trust | Common Collective Trusts | — | — | $2.4M | 5.1% | |
| BROWN ADV SUST GTH COL TR CL 1 SEI TRUST COMPANY · EIN 81-0930773 / PN 091 | Common Collective Trust | — | — | $2.4M | 5.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $2.3M | 4.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 4.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $2.0M | 4.3% | |
| BlackRock Strategic Income Opportunities Portfolio | Other securities | — | — | $2.0M | 4.2% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $2.0M | 4.2% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $2.0M | 4.2% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | — | $1.9M | 4.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.9M | 4.0% | |
| American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $1.8M | 3.8% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.7M | 3.6% | |
| BlackRock 80/20 Target Allocation Fund | Other securities | — | — | $330K | 0.7% | |
| Participants Participant Loans Rates from 3.25% to 8.5% - | Bonds / Notes | — | — | $259K | 0.5% | |
| American Funds High-Income Trust | Mutual Funds | — | — | $170K | 0.4% | |
| State Street Balanced Index Fund | Common Collective Trusts | — | — | $140K | 0.3% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | Mutual Funds | — | — | $121K | 0.3% | |
| BALANCED ESG R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $119K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $76K | 0.2% | |
| (E) | Other securities | — | $7K | $76K | 0.2% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $29K | <0.1% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $7K | <0.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $7K | <0.1% |
