Paula Costabile signed Hansen ICC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hansen ICC, LLC's EIN is 46-1560704.
Download the official 2024 Form 5500 (PDF) for Hansen ICC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hansen ICC, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $49 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $6.3M | 18.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $5.0M | 14.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.5M | 10.0% | |
| JPMORGAN US GARP EQUITY R6 | Registered Investment Companies | — | — | $2.7M | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 4.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.0M | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $988K | 2.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $948K | 2.7% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $941K | 2.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $885K | 2.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $822K | 2.4% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $722K | 2.1% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $592K | 1.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $559K | 1.6% | |
| JPMORGAN VALUE ADVANTAGE R6 | Registered Investment Companies | — | — | $514K | 1.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $404K | 1.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $351K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $312K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $302K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $248K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $231K | 0.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $181K | 0.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $109K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $41K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
