JOY Batallan signed H&Co LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H&Co LLP's EIN is 47-2427769.
Download the official 2024 Form 5500 (PDF) for H&Co LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H&Co LLP'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Total US stock Market Index K Mutual Fund a | Common Collective Trusts | — | — | $657K | 13.2% | |
| Fidelity Total Industrial Index Fund Mutual Fund a | Common Collective Trusts | — | — | $402K | 8.1% | |
| Voya Index Solution 2055 Portfolio Z Mutual Fund a | Other securities | — | — | $388K | 7.8% | |
| Voya Index Solution 2050 Portfolio Z Mutual Fund a | Other securities | — | — | $381K | 7.6% | |
| American Funds Washington Mutual Investor Fund R6 Mutual Fund a | Mutual Funds | — | — | $373K | 7.5% | |
| Voya Index Solution 2045 Portfolio Z Mutual Fund a | Other securities | — | — | $335K | 6.7% | |
| Voya Government Money Market Fund A Mutual Fund a 763 * Voya Large-Cap Growth Fund R6 Mutual Fund a | Cash / Money Market | — | — | $324K | 6.5% | |
| Voya Index Solution 2040 Portfolio Z Mutual Fund a | Other securities | — | — | $299K | 6.0% | |
| Voya Fixed Account, at Contract Value Guaranteed Interest Account a | Other securities | — | — | $214K | 4.3% | |
| Voya Index Solution 2060 Portfolio Z Mutual Fund a | Other securities | — | — | $179K | 3.6% | |
| T. Rowe Price Diversified Mid-Cap Growth Fund I Mutual Fund a | Other securities | — | — | $171K | 3.4% | |
| Fidelity Advisors Total Bond Fund Z Mutual Fund a | Mutual Funds | — | — | $132K | 2.6% | |
| Vanguard Explorer Fund Admiral Mutual Fund a | Mutual Funds | — | — | $113K | 2.3% | |
| John Hancock Disciplined Value Mid Cap Fund R6 Mutual Fund a | Other securities | — | — | $108K | 2.2% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund a | Mutual Funds | — | — | $102K | 2.0% | |
| Vanguard Balanced Index Fund Admiral Mutual Fund a | Common Collective Trusts | — | — | $99K | 2.0% | |
| Participant Loans Interest rates ranging Maturing through November 2034 from 4.25% to 9.50% - | Bonds / Notes | — | — | $95K | 1.9% | |
| Voya Index Solution 2025 Portfolio Z Mutual Fund a | Other securities | — | — | $93K | 1.9% | |
| Voya Index Solution 2065 Portfolio Z Mutual Fund a | Other securities | — | — | $87K | 1.8% | |
| American Funds New Perspective Fund R6 Mutual Fund a | Mutual Funds | — | — | $81K | 1.6% | |
| Voya Index Solution 2035 Portfolio Z Mutual Fund a | Other securities | — | — | $74K | 1.5% | |
| Vanguard Equity Income Fund Admiral Mutual Fund a | Mutual Funds | — | — | $59K | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund a | Common Collective Trusts | — | — | $42K | 0.8% | |
| Voya Index Solution Income Portfolio Z Mutual Fund a | Other securities | — | — | $38K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund a | Common Collective Trusts | — | — | $26K | 0.5% | |
| DFA Real Estate Securities Portfolio Institutional Mutual Fund a | Mutual Funds | — | — | $25K | 0.5% | |
| Columbia Small Cap Value Fund II I3 Mutual Fund a | Other securities | — | — | $20K | 0.4% | |
| Voya Index Solution 2030 Portfolio Z Mutual Fund a | Other securities | — | — | $17K | 0.3% | |
| Vanguard Life Strategies Growth Fund Mutual Fund a | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund a | Common Collective Trusts | — | — | $14K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund a | Mutual Funds | — | — | $9K | 0.2% | |
| PGIM Global Total Return Fund R6 Mutual Fund a | Other securities | — | — | $7K | 0.1% | |
| Vanguard High Yield Corporate Fund Admiral Mutual Fund a | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Life Strategies Moderate Growth Fund Mutual Fund a | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Life Strategies Conservative Growth Fund Mutual Fund a | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Life Strategies Income Fund Mutual Fund a | 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.
