Margaret Prior signed H.I.G. Capital Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.I.G. Capital Management, LLC's EIN is 47-2255631.
Download the official 2024 Form 5500 (PDF) for H.I.G. Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.I.G. Capital 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $17.5M | $25.5M | 20.8% | |
| MFS GROWTH ALLOC R4 | Mutual Funds | — | $7.1M | $8.1M | 6.6% | |
| JPM SMRTRET 2055 R5 | Other securities | — | $7.0M | $7.8M | 6.4% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $4.8M | $7.4M | 6.0% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $4.5M | $7.1M | 5.8% | |
| JPM SMRTRET 2060 R5 | Other securities | — | $6.1M | $6.8M | 5.5% | |
| FID CONTRAFUND | Mutual Funds | — | $3.9M | $5.6M | 4.6% | |
| JPM SMRTRET 2045 R5 | Other securities | — | $4.8M | $5.2M | 4.2% | |
| JPM SMRTRET 2050 R5 | Other securities | — | $4.0M | $4.4M | 3.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $2.7M | $3.5M | 2.9% | |
| FID GOVT MMKT | Mutual Funds | — | $3.2M | $3.2M | 2.6% | |
| TRP GLOBAL TECH | Other securities | — | $2.5M | $3.0M | 2.5% | |
| JPM SMRTRET 2030 R5 | Other securities | — | $2.7M | $2.8M | 2.2% | |
| JPM US EQUITY L | Other securities | — | $2.1M | $2.6M | 2.2% | |
| J H ENTERPRISE I | Other securities | — | $2.1M | $2.5M | 2.0% | |
| AMERICAN BALANCED R4 | Other securities | — | $2.0M | $2.4M | 1.9% | |
| JPM SMRTRET 2035 R5 | Other securities | — | $2.2M | $2.3M | 1.9% | |
| FID LG CAP VAL IDX | Common Collective Trusts | — | $1.5M | $1.9M | 1.6% | |
| FID TOTAL BOND | Mutual Funds | — | $2.1M | $1.9M | 1.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.5M | $1.8M | 1.5% | |
| AF EUROPAC GRTH R4 | Other securities | — | $1.6M | $1.5M | 1.3% | |
| JPM SMRTRET 2040 R5 | Other securities | — | $1.4M | $1.5M | 1.2% | |
| FID SM CAP GR IDX | Common Collective Trusts | — | $1.1M | $1.4M | 1.1% | |
| FID SEL HEALTHCARE | Mutual Funds | — | $1.2M | $1.2M | 1.0% | |
| AF AMERICAN MUTAL R5 | Other securities | — | $1.0M | $1.2M | 1.0% | |
| AMER NEW PERSPECT R4 | Other securities | — | $948K | $1.2M | 1.0% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $1.0M | $977K | 0.8% | |
| BLKRK HI YLD INST | Other securities | — | $830K | $806K | 0.7% | |
| MFS MID CAP VALUE R4 | Mutual Funds | — | $582K | $703K | 0.6% | |
| FID SM CAP VAL IDX | Common Collective Trusts | — | $536K | $644K | 0.5% | |
| AF NEW WORLD R6 | Other securities | — | $628K | $641K | 0.5% | |
| VANG UTIL IDX ADM | Common Collective Trusts | — | $508K | $580K | 0.5% | |
| DFA US TARGET VAL I | Mutual Funds | — | $420K | $559K | 0.5% | |
| FKLN SM CAP GRTH ADV | Other securities | — | $468K | $550K | 0.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $531K | 0.4% | |
| FID SEL ENERGY | Mutual Funds | — | $359K | $470K | 0.4% | |
| J H SMALL CAP VAL N | Other securities | — | $386K | $386K | 0.3% | |
| LS GLOBAL ALLOC N | Other securities | — | $305K | $314K | 0.3% | |
| JPM SMRTRET 2025 R5 | Other securities | — | $308K | $298K | 0.2% | |
| JPM SMRTRET 2020 R5 | Other securities | — | $264K | $249K | 0.2% | |
| LD ABT SH DRTN INC I | Common Stocks | — | $266K | $249K | 0.2% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $263K | $233K | 0.2% | |
| BR STRAT GLB BD INST | Other securities | — | $171K | $148K | 0.1% | |
| MFS CONSERV ALLOC R4 | Mutual Funds | — | $111K | $114K | <0.1% | |
| JPM SMRTRET INC R5 | Common Stocks | — | $67K | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
