Meagan NAIK signed HOAR Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOAR Holdings, LLC's EIN is 46-0789358.
Download the official 2024 Form 5500 (PDF) for HOAR Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOAR Holdings, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $128K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $13.1M | 10.2% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $13.1M | 10.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $11.0M | 8.6% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $10.2M | 8.0% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $9.7M | 7.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $7.4M | 5.8% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $7.4M | 5.8% | |
| LOOMIS SAYLES CORE PLS BD N FD | Other securities | — | $0 | $7.2M | 5.6% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $7.2M | 5.6% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $7.2M | 5.6% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $6.6M | 5.2% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $6.6M | 5.2% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $6.2M | 4.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $5.8M | 4.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $5.4M | 4.2% | |
| Prin LifeTime Hy Inc CIT X | Common Collective Trusts | — | $0 | $4.2M | 3.3% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $4.2M | 3.3% | |
| Harbor Capital Apprec CIT Cl R | Common Collective Trusts | — | $0 | $4.1M | 3.2% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $2.8M | 2.2% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.6M | 2.0% | |
| Prin LifeTime Hy 2050 CIT X | Common Collective Trusts | — | $0 | $2.6M | 2.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $2.3M | 1.8% | |
| Prin LifeTime HB 2045 CIT X | Common Collective Trusts | — | $0 | $2.3M | 1.8% | |
| MFS Large Cap Value CIT Cl CT | Common Collective Trusts | — | $0 | $2.3M | 1.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2.0M | 1.6% | |
| MFS Mid Cap Growth Fd Cl CT | Mutual Funds | — | $0 | $1.7M | 1.4% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $1.7M | 1.3% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | $0 | $1.6M | 1.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $1.5M | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| Prin LifeTime HB 2040 CIT X | Common Collective Trusts | — | $0 | $1.3M | 1.0% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $1.3M | 1.0% | |
| Vanguard Instl Idx Instl Fund | Common Collective Trusts | — | $0 | $1.2M | 0.9% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $866K | 0.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $866K | 0.7% | |
| Goldman Sch Sm Cp Vl Ins R6 Fd | Other securities | — | $0 | $238K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $238K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $59K | <0.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $59K | <0.1% |
