HO-Chunk, Inc.'s EIN is 47-0784077.
Download the official 2024 Form 5500 (PDF) for HO-Chunk, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HO-Chunk, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $143K | — |
| WOODBURY FINANCIAL SERVICES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Mutual Fund - 1,788,421 shares | Mutual Funds | — | — | $17.0M | 20.7% | |
| Fidelity 500 Index Mutual Fund - 69,269 shares | Common Collective Trusts | — | — | $14.1M | 17.3% | |
| Vanguard Developed Markets Index Mutual Fund - 719,245 shares | Mutual Funds | — | — | $11.0M | 13.5% | |
| Standard Insurance Company Standard Stable Asset Fund A - 3.07% | Bonds / Notes | — | — | $8.6M | 10.5% | |
| Fidelity Large Cap Growth Index Mutual Fund - 200,382 shares | Mutual Funds | — | — | $7.8M | 9.6% | |
| Vanguard Value Index Mutual Fund - 101,820 shares | Mutual Funds | — | — | $6.7M | 8.2% | |
| Vanguard Balanced Index Mutual Fund - 91,304 shares | Mutual Funds | — | — | $4.4M | 5.4% | |
| Schwab Small Cap Index Mutual Fund - 101,935 shares | Mutual Funds | — | — | $3.6M | 4.4% | |
| MFS Mid Cap Growth Mutual Fund - 78,634 shares | Mutual Funds | — | — | $2.5M | 3.0% | |
| Vanguard Mid Cap Value Index Mutual Fund - 28,280 shares | Mutual Funds | — | — | $2.4M | 2.9% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $916K | 1.1% | |
| American Funds New Perspective Mutual Fund - 6,692 shares | Mutual Funds | — | — | $416K | 0.5% | |
| Invesco Oppenheimer Gold & Special Minerals Mutual Fund - 13,260 shares | Mutual Funds | — | — | $344K | 0.4% | |
| Vanguard Small Cap Index Mutual Fund - 2,762 shares | Mutual Funds | — | — | $318K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund - 9,205 shares | Mutual Funds | — | — | $311K | 0.4% | |
| Vanguard Emerging Markets Stock Index Mutual Fund - 6,598 shares | Mutual Funds | — | — | $243K | 0.3% | |
| Vanguard Explorer Fund Mutual Fund - 2,151 shares | Mutual Funds | — | — | $230K | 0.3% | |
| Participant loans 3.25% - 8.50% - | Bonds / Notes | — | — | $216K | 0.3% | |
| Cohen & Steers Realty Institutional Mutual Fund - 3,439 shares | Other securities | — | — | $165K | 0.2% | |
| Voya Intermediate Bond Fund Mutual Fund - 18,811 shares | Other securities | — | — | $162K | 0.2% | |
| Vanguard Mid Cap Growth Index Mutual Fund - 1,019 shares | Mutual Funds | — | — | $111K | 0.1% | |
| Cash Account Cash | Cash / Money Market | — | — | $107K | 0.1% | |
| Fidelity International Index Mutual Fund - 1,523 shares | Mutual Funds | — | — | $72K | <0.1% | |
| PGIM Global Total Return Mutual Fund - 9,619 shares | Other securities | — | — | $49K | <0.1% | |
| Schwab Treasury Inflationary Protected Securities Index Mutual Fund - 3,987 shares | U.S. Treasuries | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0944586 |
| — |
| NONE |
| $42K |
| — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
