Ashley AUST signed Hubbell Realty Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hubbell Realty Company's EIN is 42-6055401.
Download the official 2024 Form 5500 (PDF) for Hubbell Realty Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hubbell Realty Company'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 | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RT 2045 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.1M | 11.7% | |
| T ROWE PRICE RT 2035 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.0M | 11.4% | |
| T ROWE PRICE RT 2040 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.6M | 10.5% | |
| T ROWE PRICE RT 2055 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.3M | 9.4% | |
| T ROWE PRICE RT 2050 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.7% | |
| T ROWE PRICE RT 2030 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.8M | 8.0% | |
| Northern Trust S&P 500 Index 4 Common trust fund | Common Collective Trusts | — | — | $2.1M | 6.1% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.1M | 6.1% | |
| Mainstay Winslow Large Cap Growth R6 Mutual fund | Other securities | — | — | $2.0M | 5.8% | |
| T ROWE PRICE RT 2060 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.5% | |
| T ROWE PRICE RT 2025 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $698K | 2.0% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $635K | 1.8% | |
| Northern Trust Ext Eq Index 4 Common trust fund | Common Collective Trusts | — | — | $632K | 1.8% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $632K | 1.8% | |
| T ROWE PRICE RT 2015 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $541K | 1.6% | |
| T. Rowe Price High Yield I Mutual fund | Other securities | — | — | $470K | 1.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $465K | 1.3% | |
| T ROWE PRICE RT 2065 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $392K | 1.1% | |
| T ROWE PRICE RT 2020 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $365K | 1.1% | |
| Notes receivable from participants Participant Loans (3.25% to 9.50%) | Bonds / Notes | — | — | $299K | 0.9% | |
| American Funds EuroPacific Growth R6 Common trust fund | Common Collective Trusts | — | — | $294K | 0.8% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $294K | 0.8% | |
| Principal Small Cap Growth I R6 Mutual fund | Other securities | — | — | $285K | 0.8% | |
| JP Morgan Core Bond R6 Mutual fund | Other securities | — | — | $271K | 0.8% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $267K | 0.8% | |
| Allspring Special Small Cap Value R6 Mutual fund | Other securities | — | — | $257K | 0.7% | |
| Principal Real Estate Sec Fund R-6 Mutual fund | Other securities | — | — | $185K | 0.5% | |
| Victory Triv Intl Small Cap R6 Mutual fund | Other securities | — | — | $173K | 0.5% | |
| NT ACWI EX-US IMI Fund DC NL - T4 Common trust fund | Common Collective Trusts | — | — | $68K | 0.2% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $68K | 0.2% | |
| NT AGG Bond Index Fund NL T4 Common trust fund | Common Collective Trusts | — | — | $39K | 0.1% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $39K | 0.1% | |
| (E) | Other securities | — | — | $23K | <0.1% | |
| Vanguard GNMA Fund Admiral Mutual fund | Agency / Mortgage-Backed | — | — | $23K | <0.1% | |
| T ROWE PRICE RT 2005 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| (E) | Other securities | — | $39K | $8K | <0.1% | |
| T ROWE PRICE RT 2010 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | 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.
