Hagerstown Goodwill Industries Inc.'s EIN is 52-0660403.
Download the official 2024 Form 5500 (PDF) for Hagerstown Goodwill Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hagerstown Goodwill Industries 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | — | CHARLOTTE, NC | BROKER/ADVISOR | $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.
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 | — | CONTRACT ADMIN | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime Income - R3 | Mutual Funds | — | — | $601K | 13.9% | |
| MassMutual Disciplined Growth - R4 | Other securities | — | — | $482K | 11.1% | |
| American Funds American Balanced - R3 | Mutual Funds | — | — | $470K | 10.9% | |
| INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $323K | 7.5% | |
| Invesco Stable Value Trust V | Stable Value | — | — | $322K | 7.4% | |
| MFS Lifetime 2030 Fund - R3 | Mutual Funds | — | — | $309K | 7.1% | |
| MFS Lifetime 2050 Fund - R3 | Mutual Funds | — | — | $292K | 6.8% | |
| MFS Lifetime 2040 Fund - R3 | Mutual Funds | — | — | $288K | 6.6% | |
| MFS Growth Allocation Fund - R3 | Mutual Funds | — | — | $249K | 5.8% | |
| MFS Lifetime 2060 Fund - R3 | Mutual Funds | — | — | $183K | 4.2% | |
| MM S&P 500 Index - R4 | Common Collective Trusts | — | — | $138K | 3.2% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | — | $135K | 3.1% | |
| Invesco Discovery Capital Growth - A | Mutual Funds | — | — | $114K | 2.6% | |
| Empower International Index Fund | Common Collective Trusts | — | — | $101K | 2.3% | |
| Empower MidCap S&P 400 Index Fund | Common Collective Trusts | — | — | $85K | 2.0% | |
| MFS Value R3 | Mutual Funds | — | — | $84K | 2.0% | |
| MFS Conservative Allocation Fund - R3 | Mutual Funds | — | — | $78K | 1.8% | |
| Participant loans | Participant loans | — | — | $74K | 1.7% | |
| Empower MidCap S&P 600 Index Fund | Common Collective Trusts | — | — | $69K | 1.6% | |
| American Funds Europacific - R3 | Mutual Funds | — | — | $62K | 1.4% | |
| MFS Aggressive Growth Allocation Fund - R3 | Mutual Funds | — | — | $59K | 1.4% | |
| American Century Mid Cap - A | Other securities | — | — | $55K | 1.3% | |
| Delaware Emerging Markets - A | Other securities | — | — | $48K | 1.1% | |
| Invesco Bal-Risk Comm Strat - A | Mutual Funds | — | — | $14K | 0.3% | |
| Victory Sycamore Small Co Opp - A | Common Stocks | — | — | $2K | <0.1% | |
| Ivy SmallCap Growth | Other securities | — | — | $777 | <0.1% |
