C. William Hetzer, Inc.'s EIN is 52-0643997.
Download the official 2024 Form 5500 (PDF) for C. William Hetzer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C. William Hetzer, Inc.'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 INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $10.0M | 94.0% | |
| Voya Target Retire 2030 Fnd R6 Mutual Funds | Other securities | — | — | $2.2M | 21.0% | |
| Voya Target Retire 2025 Fnd R6 Mutual Funds | Other securities | — | — | $1.8M | 16.9% | |
| Voya Target Retire 2035 Fnd R6 Mutual Funds | Other securities | — | — | $1.7M | 16.2% | |
| Voya Target In-Retirement Fund R6 Mutual Funds | Other securities | — | — | $976K | 9.2% | |
| Voya Target Retire 2055 Fnd R6 Mutual Funds | Other securities | — | — | $613K | 5.8% | |
| Vanguard U.S. Growth Fund Adm Mutual Funds | Mutual Funds | — | — | $531K | 5.0% | |
| Voya Target Retire 2050 Fnd R6 Mutual Funds | Other securities | — | — | $429K | 4.0% | |
| Voya Target Retire 2045 Fnd R6 Mutual Funds | Other securities | — | — | $419K | 3.9% | |
| Voya Fixed Account (4450) Stability of Principal | Other securities | — | — | $386K | 3.6% | |
| Victory Integrity Mid-Cap Value Fd R6 Mutual Funds | Other securities | — | — | $356K | 3.3% | |
| Voya Target Retire 2040 Fnd R6 Mutual Funds | Other securities | — | — | $331K | 3.1% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $165K | 1.6% | |
| JP Morgan Research Enhance Eq Mutual Funds | Other securities | — | — | $103K | 1.0% | |
| American Funds Perspective R6 Mutual Funds | Mutual Funds | — | — | $49K | 0.5% | |
| Voya Target Retire 2060 Fnd R6 Mutual Funds | Other securities | — | — | $48K | 0.5% | |
| DFA Real Estate Sec Port Ins Mutual Funds | Mutual Funds | — | — | $39K | 0.4% | |
| Voya Target Retire 2065 Fnd R6 Mutual Funds | Other securities | — | — | $36K | 0.3% | |
| Vanguard Explorer Fund Adm Mutual Funds ** 37 Vanguard Ext Mkt Index Fnd Adm Mutual Funds | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Equity Income Fund Adm Mutual Funds | Mutual Funds | — | — | $30K | 0.3% | |
| DFA US Targeted Vl Port Ins Mutual Funds | Mutual Funds | — | — | $29K | 0.3% | |
| Fidelity Adv Ttl Bnd Fd Z Mutual Funds ** 758 DFA Infl-Prot Sec Port Ins Mutual Funds ** 838 Vanguard High-Yield Corporate Fund Admiral Mutual Funds ** 158 Fidelity Mid Cap Idx Fd Mutual Funds | Common Collective Trusts | — | — | $21K | 0.2% | |
| Fidelity Emerging Markets Indx Fund Mutual Funds ** 342 PGIM Global Total Return Fd R6 Mutual Funds | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Tot Intl Idx Fund Mutual Funds | Common Collective Trusts | — | — | $13K | 0.1% | |
| Voya Gov't Money Market Mutual Funds | Cash / Money Market | — | — | $3K | <0.1% | |
| Vanguard Balanced Indix Fund Adm Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Small Cp Ind Fd Mutual Funds | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | 52-0783935 | — | TPA | $13K | — |
