Jacob Bracken signed HG Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HG Management, LLC's EIN is 46-2578864.
Download the official 2024 Form 5500 (PDF) for HG Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HG Management, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $420K | 20.9% | |
| NUVEEN LC INDEX 2060 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $219K | 10.9% | |
| NUVEEN LC INDEX 2055 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $214K | 10.6% | |
| JPMORGAN LARGE CAP GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 234 | Pooled Separate Account | — | — | $181K | 9.0% | |
| NUVEEN LC INDEX 2045 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $165K | 8.2% | |
| BlackRock Sustainable Advantage Large Cap Core Fund - Institutional Shares | Other securities | — | — | $140K | 6.9% | |
| BRCK SUST ADV LRG CP CORE INST SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $140K | 6.9% | |
| NUVEEN LC INDEX 2050 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $106K | 5.3% | |
| NORTHERN WORLD SELECTN IDX I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $104K | 5.2% | |
| NTHERN GLB SUSTAINABLTY IDX SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $104K | 5.2% | |
| Dimensional Fund Advisors U.S. Small Cap Value Portfolio - Institutional Class | Mutual Funds | — | — | $85K | 4.2% | |
| DFA U.S. SM CAP VAL PORT SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 167 | Pooled Separate Account | — | — | $85K | 4.2% | |
| NUVEEN LC INDEX 2035 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $82K | 4.1% | |
| ISHARES S&P 500 INDEX SERVICE SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 658 | Pooled Separate Account | — | — | $47K | 2.3% | |
| VANGUARD LIFESTRATEGY GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $41K | 2.0% | |
| VANGUARD LIFESTRATEGY GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 026 | Pooled Separate Account | — | — | $41K | 2.0% | |
| SECURIAN AM MONEY MARKET SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $37K | 1.8% | |
| SECURIAN AM MONEY MARKET SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $37K | 1.8% | |
| VANGUARD EQUITY-INCOME ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $30K | 1.5% | |
| VANGUARD EQUITY-INCOME ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 333 | Pooled Separate Account | — | — | $30K | 1.5% | |
| VANGUARD EXTENDED MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $17K | 0.8% | |
| VGD EXTENDED MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 112 | Pooled Separate Account | — | — | $17K | 0.8% | |
| NUVEEN LC INDEX 2030 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $17K | 0.8% | |
| American Funds International Growth and Income Fund - Class R-6 | Mutual Funds | — | — | $15K | 0.7% | |
| AM FNDS INTL GR AND INC R6 SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 282 | Pooled Separate Account | — | — | $15K | 0.7% | |
| SEGALL BRYANT HAMILL SMCAP GRO SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $9K | 0.5% | |
| SGLL BRYNT & HMLL SMALL CP GR SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 766 | Pooled Separate Account | — | — | $9K | 0.5% | |
| VANGUARD TOT BOND MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VANGUARD TOT BOND MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 154 | Pooled Separate Account | — | — | $9K | 0.4% | |
| NUVEEN CORE IMPACT BOND I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $8K | 0.4% | |
| Nuveen International Equity Index Fund - R6 Class | Common Collective Trusts | — | — | $8K | 0.4% | |
| NUVEEN INTL EQ IDX R6 SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $8K | 0.4% | |
| FIDELITY EMERGING MARKETS IDX SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $7K | 0.4% | |
| NUVEEN LC INDEX 2025 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $6K | 0.3% | |
| NUVEEN LC INDEX 2020 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $6K | 0.3% | |
| NUVEEN LC INDEX 2015 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM TOTAL RETURN BOND Z SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 382 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM TOTAL RETURN BOND Z SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $4K | 0.2% | |
| CLEARBRIDGE INTL GR A SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $3K | 0.1% | |
| TIAA-CREF LC INDEX 2035 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2040 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS SHRT DUR GOVT I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2030 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2025 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2020 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2015 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2045 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF CORE IMPACT BOND ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF INTL EQ IDX INSTL SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 788 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2050 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
