Brett Carolus signed Hillyard Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hillyard Industries, Inc.'s EIN is 44-0284100.
Download the official 2024 Form 5500 (PDF) for Hillyard Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hillyard Industries, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
| RESOURCES INVESTMENT ADVISORS, LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Freedom 2025 K | Mutual Funds | — | — | $20.9M | 13.6% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $19.8M | 12.9% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $14.0M | 9.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $12.2M | 8.0% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $9.5M | 6.2% | |
| Principal LG Cap Growth I R6 | Other securities | — | — | $9.3M | 6.1% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $8.7M | 5.7% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $5.0M | 3.3% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $4.3M | 2.8% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $4.2M | 2.7% | |
| PIMCO Total Return Inst | Mutual Funds | — | — | $3.4M | 2.2% | |
| Cash Equivalents * Fidelity Government Money Market Fund | Mutual Funds | — | — | $3.1M | 2.0% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $2.7M | 1.7% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $2.7M | 1.7% | |
| Hartford Intl Opps Y | Other securities | — | — | $2.3M | 1.5% | |
| Carillion Family of Funds E Mid Cap Growth R5 | Other securities | — | — | $2.1M | 1.4% | |
| Fidelity Extd Market Index | Mutual Funds | — | — | $2.1M | 1.4% | |
| through January 2030 | Other securities | — | — | $1.7M | 1.1% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $1.6M | 1.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $1.6M | 1.0% | |
| Common Collective Trust Fund * Fidelity Managed Income Portfolio | Common Collective Trusts | — | — | $1.4M | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| Touchstone LG Cap FOC Y | Other securities | — | — | $1.3M | 0.9% | |
| American Beacon Intl Equity R5 | Other securities | — | — | $1.2M | 0.8% | |
| Fidelity Intl Index | Mutual Funds | — | — | $1.0M | 0.7% | |
| Loomis Sm Cap Growth IS | Other securities | — | — | $978K | 0.6% | |
| Fidelity Freedom 2010 K | Mutual Funds | — | — | $976K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $794K | 0.5% | |
| American Funds Europac Growth R6 | Mutual Funds | — | — | $693K | 0.5% | |
| Blackrock MA Income Inst | Other securities | — | — | $534K | 0.3% | |
| Principal SMCP S&P 600 Inst | Other securities | — | — | $526K | 0.3% | |
| Neuberger Berman Genesis TR CL | Other securities | — | — | $523K | 0.3% | |
| PIMCO Income Inst | Mutual Funds | — | — | $508K | 0.3% | |
| PIMCO Real Return Inst | Mutual Funds | — | — | $328K | 0.2% | |
| Lord Abbott SH DTN Income R6 | Other securities | — | — | $321K | 0.2% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $291K | 0.2% | |
| American Beacon Sm Cap Value R5 | Other securities | — | — | $278K | 0.2% | |
| Fidelity Freedom Inc K | Mutual Funds | — | — | $140K | <0.1% | |
| BNYM GLB FX Inc T | Common Stocks | — | — | $135K | <0.1% | |
| Fidelity Freedom 2070 K | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1434504 |
| — |
| CONSULTANT |
| $36K |
| — |
