Misty Yanko signed HOK Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOK Group, Inc.'s EIN is 43-1205826.
Download the official 2024 Form 5500 (PDF) for HOK Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOK Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $26K |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $50.2M | 13.9% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $40.1M | 11.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $30.6M | 8.5% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $24.5M | 6.8% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $20.5M | 5.7% | |
| AMERICAN BEACON LG CP VAL R5 Registered Investment Company | Common Stocks | — | — | $19.3M | 5.3% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $19.1M | 5.3% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $18.6M | 5.1% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $17.1M | 4.7% | |
| VANGUARD SMCAP GRTH INDEX INST Registered Investment Company | Mutual Funds | — | — | $15.7M | 4.3% | |
| DODGE & COX INCOME FUND Registered Investment Company | Mutual Funds | — | — | $13.1M | 3.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $9.4M | 2.6% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $9.1M | 2.5% | |
| VANGUARD FTSE SOCIAL IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $8.5M | 2.4% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | Mutual Funds | — | — | $8.4M | 2.3% | |
| PIMCO REAL RETURN FUND - INSTL Registered Investment Company | Mutual Funds | — | — | $7.8M | 2.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $7.2M | 2.0% | |
| CRM SMALL CAP VALUE FUND INSTL Registered Investment Company | Common Stocks | — | — | $6.8M | 1.9% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $6.5M | 1.8% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $5.6M | 1.6% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $5.3M | 1.5% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $4.3M | 1.2% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $3.5M | 1.0% | |
| COHEN & STEARS US REALTY A CT Common Collective Trust Fund | Common Collective Trusts | — | — | $3.3M | 0.9% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $3.3M | 0.9% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $2.9M | 0.8% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $1.5M | 0.4% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $926K | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $554K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $18K | — |
| ACROPOLIS INVESTMENT MANAGEMEN | 32-0016216 | — | NONE | $15K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $11K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
