Jerry Porter signed Hutton Real Estate Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hutton Real Estate Services, Inc.'s EIN is 47-2686422.
Download the official 2024 Form 5500 (PDF) for Hutton Real Estate Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hutton Real Estate Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Fund Premier | Mutual Funds | — | — | $983K | 24.0% | |
| Fidelity Freedom Index 2045 Fund Premier | Mutual Funds | — | — | $537K | 13.1% | |
| Fidelity Freedom Index 2050 Fund Premier | Mutual Funds | — | — | $438K | 10.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $376K | 9.2% | |
| Money market funds * Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $363K | 8.9% | |
| Fidelity Freedom Index 2055 Fund Premier | Mutual Funds | — | — | $199K | 4.9% | |
| Fidelity Freedom Index 2060 Fund Premier | Mutual Funds | — | — | $193K | 4.7% | |
| Fidelity Freedom Index 2040 Fund Premier | Mutual Funds | — | — | $152K | 3.7% | |
| MFS MA Inv Trust R6 ** 123 Putnam Large Cap Growth Y | Mutual Funds | — | — | $143K | 3.5% | |
| Fidelity Freedom Index 2065 Fund Premier | Mutual Funds | — | — | $125K | 3.0% | |
| Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $96K | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $74K | 1.8% | |
| Fidelity Freedom Index 2035 Fund Premier | Mutual Funds | — | — | $61K | 1.5% | |
| Fidelity Freedom Index 2030 Fund Premier | Mutual Funds | — | — | $55K | 1.3% | |
| BNYM Dynamic Value R6 | Other securities | — | — | $52K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $48K | 1.2% | |
| RBC Emerging Markets Equity Fund R6 | Other securities | — | — | $39K | 1.0% | |
| Fidelity Freedom Index 2020 Fund Premier | Mutual Funds | — | — | $39K | 0.9% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $37K | 0.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $24K | 0.6% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $23K | 0.6% | |
| JPMorgan Government Bond Fund R6 | U.S. Treasuries | — | — | $16K | 0.4% | |
| PGIM Mid Cap Growth R6 | Mutual Funds | — | — | $8K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| Fidelity Freedom Index 2070 Fund Premier | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Income Fund Premier ** 609 * Fidelity Freedom Index 2010 Fund Premier ** 180 * Fidelity Freedom Index 2015 Fund Premier | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Capital Appreciation K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
