LORI Moore signed Horizontal Boring & Tunneling Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizontal Boring & Tunneling Co.'s EIN is 47-0650041.
Download the official 2024 Form 5500 (PDF) for Horizontal Boring & Tunneling Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizontal Boring & Tunneling Co.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN CAPITAL LLC | 20-3140202 | — | ADVISOR | $73K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $5.3M | 23.4% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $2.9M | 12.8% | |
| Fidelity FA EQUITY GROWTH Z | Mutual Funds | — | — | $2.4M | 10.8% | |
| Fidelity FA DIVIDEND GROWTH Z | Mutual Funds | — | — | $2.1M | 9.2% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $983K | 4.4% | |
| Fidelity FA GROWTH & INCOME Z | Mutual Funds | — | — | $731K | 3.2% | |
| Fidelity FA EQUITY VALUE Z | Mutual Funds | — | — | $709K | 3.1% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $675K | 3.0% | |
| Fidelity FA OVERSEAS Z | Mutual Funds | — | — | $659K | 2.9% | |
| Fidelity FA GROWTH OPPS Z | Mutual Funds | — | — | $658K | 2.9% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $641K | 2.8% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $612K | 2.7% | |
| Fidelity FA STK SEL MID CAP Z | Mutual Funds | — | — | $575K | 2.5% | |
| Fidelity FA SMALL CAP Z | Mutual Funds | — | — | $530K | 2.3% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $518K | 2.3% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $476K | 2.1% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $325K | 1.4% | |
| Fidelity FA INTL CAP APP Z | Mutual Funds | — | — | $305K | 1.3% | |
| Fidelity FA CAPITAL & INC Z | Mutual Funds | — | — | $293K | 1.3% | |
| Fidelity FA LTD TERM BOND Z | Mutual Funds | — | — | $278K | 1.2% | |
| Participant Loans Interest rate of 9.5% | Bonds / Notes | — | — | $271K | 1.2% | |
| Fidelity FID TREAS MM | Mutual Funds | — | — | $182K | 0.8% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $138K | 0.6% | |
| Fidelity FA BALANCED Z | Mutual Funds | — | — | $117K | 0.5% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $82K | 0.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $64K | 0.3% | |
| Lord Abbett LD ABT SH DTN INC R6 | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $26K | 0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity FA STOCK SELECTOR Z | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity FID LG CAP VAL IDX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity FA EQUITY INCOME Z | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity FA VALUE STRAT I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
