Tom Quintus signed Halvor Lines, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Halvor Lines, Inc.'s EIN is 41-0958036.
Download the official 2024 Form 5500 (PDF) for Halvor Lines, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Halvor Lines, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JMR FINANCIAL GROUP, INC. | 92-1705114 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMGR LIFESTYLE BAL R6 | Registered Investment Companies | — | — | $4.7M | 22.4% | |
| JH MULTIMGR LIFESTYLE AGG R6 | Registered Investment Companies | — | — | $2.6M | 12.2% | |
| JH MULTIMGR LIFESTYLE GRTH R6 | Registered Investment Companies | — | — | $1.9M | 9.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| TEMPLETON INSTL FOR SM CO 617 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $990K | 4.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $900K | 4.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $698K | 3.3% | |
| FIDELITY ADVISOR TECHNOLOGY A | Registered Investment Companies | — | — | $639K | 3.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $634K | 3.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $594K | 2.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $553K | 2.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $402K | 1.9% | |
| JH MULTIMGR LIFESTYLE MOD R6 | Registered Investment Companies | — | — | $358K | 1.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $226K | 1.1% | |
| FID SELECT MED TECH DEV PT | Registered Investment Companies | — | — | $167K | 0.8% | |
| SPROTT GOLD EQ INV | Registered Investment Companies | — | — | $152K | 0.7% | |
| VICTORY NASDAQ-100 INDEX FC | Registered Investment Companies | — | — | $133K | 0.6% | |
| VICTORY PIONEER Y | Registered Investment Companies | — | — | $132K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $113K | 0.5% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $106K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $105K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $98K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $88K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $82K | 0.4% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $80K | 0.4% | |
| JH MULTIMGR LIFESTYLE CONS R6 | Registered Investment Companies | — | — | $79K | 0.4% | |
| NUVEEN REAL EST SEC SEL P | Registered Investment Companies | — | — | $78K | 0.4% | |
| FID ADV ENERGY A | Registered Investment Companies | — | — | $77K | 0.4% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $73K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $72K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $64K | 0.3% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $61K | 0.3% | |
| VIRTUS KAR MID CAP CORE I | Registered Investment Companies | — | — | $57K | 0.3% | |
| MACQUARIE ASSET STRATEGY R6 | Registered Investment Companies | — | — | $54K | 0.3% | |
| MS INCEPTION PORTFOLIO I | Registered Investment Companies | — | — | $54K | 0.3% | |
| VAN INTERNATIONAL GROWTH - INV | Registered Investment Companies | — | — | $46K | 0.2% | |
| T ROWE PRICE EQUITY INCOME | Registered Investment Companies | — | — | $42K | 0.2% | |
| ROYCE SMALLCAP OPPORTUNITY R | Registered Investment Companies | — | — | $38K | 0.2% | |
| JOHN HANCOCK FINANCIAL IND I | Registered Investment Companies | — | — | $31K | 0.2% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $31K | 0.1% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $30K | 0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $30K | 0.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $28K | 0.1% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $26K | 0.1% | |
| MFS UTILITIES R6 | Registered Investment Companies | — | — | $22K | 0.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| PARNASSUS VALUE EQUITY INST | Registered Investment Companies | — | — | $14K | <0.1% | |
| FIDELITY ADV CAPITAL & INC I | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $76K |
| — |
