Tammy Jamieson signed Hammel, Green and Abrahamson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hammel, Green and Abrahamson, Inc.'s EIN is 41-0778838.
Download the official 2024 Form 5500 (PDF) for Hammel, Green and Abrahamson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hammel, Green and Abrahamson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| VANGUARD GROUP, INC | 23-1945930 | — | NONE | $43K | — |
| VANGUARD ADVISERS INC | 23-2811930 | — | NONE | $15K | — |
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 Mutual fund N/A | Mutual Funds | — | — | $32.3M | 12.4% | |
| AB US LARGE CAP GROWTH CIT (W SERS) GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $30.7M | 11.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.0M | 8.9% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.2M | 7.4% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.6M | 5.6% | |
| Vanguard Total Bond Market Index Inst Mutual fund N/A | Mutual Funds | — | — | $14.3M | 5.5% | |
| Vanguard Windsor Ii Fund - Admiral Mutual fund N/A | Mutual Funds | — | — | $13.7M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.5M | 5.2% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $12.8M | 4.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.7M | 4.5% | |
| American Funds Europacific Gr R6 Mutual fund N/A | Mutual Funds | — | — | $11.0M | 4.2% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.8M | 4.2% | |
| Vanguard Mid Cap Index Ins Mutual fund N/A | Mutual Funds | — | — | $8.7M | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.6M | 2.9% | |
| Vanguard Small Cap Index Instl Mutual fund N/A | Mutual Funds | — | — | $7.6M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.9% | |
| Calvert International Responsible Idx R6 Mutual fund N/A | Common Collective Trusts | — | — | $3.6M | 1.4% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| Pimco Income Instl Mutual fund N/A | Mutual Funds | — | — | $2.2M | 0.9% | |
| Vanguard Ftse Social Index Admiral Mutual fund N/A | Mutual Funds | — | — | $1.8M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| Notes receivable from participants Maturing 2025-2039, at interest rates of 3.25% - 9.5% | Bonds / Notes | — | — | $1.2M | 0.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund N/A | Mutual Funds | — | — | $261K | 0.1% | |
| Invesco Discovery R6 Mutual fund N/A | Mutual Funds | — | — | $192K | <0.1% | |
| PRINCIPAL MID CAP FD TIV PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $148K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $86K | <0.1% | |
| Vanguard Federal Money Market Inv Money Market Mutual Fund N/A | Mutual Funds | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | — | BISMARCK, ND | OTHER | $11K | — |
