Shirley Horner signed HK Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HK Enterprises, Inc.'s EIN is 47-0649307.
Download the official 2024 Form 5500 (PDF) for HK Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HK Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.6M | 17.6% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $1.7M | 11.8% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.6M | 11.0% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $1.6M | 10.9% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.2M | 8.5% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.2M | 8.3% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $941K | 6.5% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $878K | 6.0% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $431K | 3.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $399K | 2.7% | |
| FIDELITY GOVT MONEY MRKT PREM | Registered Investment Companies | — | — | $396K | 2.7% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $238K | 1.6% | |
| GLENMEDE SM CAP EQ PORT ADV | Registered Investment Companies | — | — | $166K | 1.1% | |
| BAIRD CORE PLUS BOND INV | Registered Investment Companies | — | — | $149K | 1.0% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $142K | 1.0% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $124K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $90K | 0.6% | |
| T. ROWE PRICE RET 2015 - ADV 232 REGISTERED INVESTMENT COMPANY FIDELITY MEGA CAP STOCK FUND | Registered Investment Companies | — | — | $62K | 0.4% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $42K | 0.3% | |
| NEUBERGER BERMAN MC GR TRUST | Registered Investment Companies | — | — | $40K | 0.3% | |
| CARILLON SCOUT MID CAP FUND I | Registered Investment Companies | — | — | $30K | 0.2% | |
| AMBEACON SMALL CAP VALUE - INV | Registered Investment Companies | — | — | $29K | 0.2% | |
| INVESCO EQV INTL EQUITY R5 | Registered Investment Companies | — | — | $29K | 0.2% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $28K | 0.2% | |
| ARTISAN INTERNATIONAL FUND-INV | Registered Investment Companies | — | — | $21K | 0.1% | |
| FIDELITY HIGH INCOME FUND | Registered Investment Companies | — | — | $20K | 0.1% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $18K | 0.1% | |
| INVESCO DIVERSIFIED DIV R5 | Registered Investment Companies | — | — | $14K | <0.1% | |
| BNYM INTL EQ - A | Registered Investment Companies | — | — | $8K | <0.1% | |
| FIDELITY GOVERNMENT INCOME | Registered Investment Companies | — | — | $8K | <0.1% | |
| PIMCO REAL RETURN - ADMIN | Registered Investment Companies | — | — | $8K | <0.1% | |
| FIDELITY SELECT GOLD PORTFOLIO | Registered Investment Companies | — | — | $7K | <0.1% | |
| VIRTUS MID CAP VAL EQ I | Registered Investment Companies | — | — | $6K | <0.1% | |
| T. ROWE PRICE RET 2005 - ADV | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
