Patricia San signed The Hartford Gold Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Hartford Gold Group, LLC's EIN is 47-3644663.
Download the official 2024 Form 5500 (PDF) for The Hartford Gold Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Hartford Gold Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $16K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $699K | 17.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $640K | 15.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $526K | 12.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $486K | 11.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $445K | 10.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $148K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $143K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $136K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $105K | 2.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $104K | 2.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $79K | 1.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $67K | 1.6% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $55K | 1.3% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $47K | 1.2% | |
| JPMORGAN SMALL CAP GROWTH L | Registered Investment Companies | — | — | $42K | 1.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $40K | 1.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $39K | 1.0% | |
| VAN TARGET RETIRE 2020 417 REGISTERED INVESTMENT COMPANY BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $36K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $32K | 0.8% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $29K | 0.7% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $23K | 0.6% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $22K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $18K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $15K | 0.4% | |
| PIMCO LOW DURATION FUND - INST | Registered Investment Companies | — | — | $15K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $14K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| TEMPLETON GLOBAL BOND FUND-ADV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
