Megan Clyne signed Hunt Electric Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunt Electric Corporation's EIN is 41-0888550.
Download the official 2024 Form 5500 (PDF) for Hunt Electric Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunt Electric Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| COTA STREET MANAGED BLEND DECUM 1 GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $3.0M | 24.6% | |
| COTA STREET MANAGED BLEND ACUM 1 GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $2.7M | 22.7% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $2.1M | 17.0% | |
| COTA STREET MANAGEMENT EQUITY DECUM GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.4M | 11.6% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $759K | 6.3% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $639K | 5.3% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $454K | 3.8% | |
| Participants Participant Loans Interest Rate Range of 4.25-9.50% - | Bonds / Notes | — | — | $181K | 1.5% | |
| LARGE CAP GROWTH / JPMORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $131K | 1.1% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $122K | 1.0% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $101K | 0.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $86K | 0.7% | |
| Fidelity Freedom Index Income Premier 204 Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $84K | 0.7% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $79K | 0.7% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $78K | 0.6% | |
| Undiscovered Managers Behavioral Value | Other securities | — | — | $48K | 0.4% | |
| AllSpring Real Return Administrator 1 American Funds American Balanced | Mutual Funds | — | — | $45K | 0.4% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $42K | 0.4% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | PHILADELPHIA, PA | OTHER | $11K | — |
