William Fox signed Bob Hall, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Hall, Inc.'s EIN is 52-0739532.
Download the official 2023 Form 5500 (PDF) for Bob Hall, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bob Hall, 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 INSURANCE OF AMERIC | — | GREENWOOD VILLIAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Guaranteed Interest Account: Fixed Interest Fund | Other securities | — | — | $4.8M | 33.3% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.8% | |
| FRANKLIN GROWTH A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.4% | |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $902K | 6.3% | |
| Empower Retirement 2030 (T. Rowe Price) | Other securities | — | — | $526K | 3.7% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $526K | 3.7% | |
| Empower Retirement 2020 (T. Rowe Price) | Other securities | — | — | $457K | 3.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $457K | 3.2% | |
| BNY MELLON DYNAMIC VALUE FUND I BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $456K | 3.2% | |
| MASSMUTUAL OVERSEAS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $451K | 3.1% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $339K | 2.4% | |
| Empower Retirement 2060 (T. Rowe Price) | Other securities | — | — | $327K | 2.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $327K | 2.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $311K | 2.2% | |
| Empower Retirement 2045 (T. Rowe Price) | Other securities | — | — | $297K | 2.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $297K | 2.1% | |
| MASSMUTUAL DIVERSIFIED BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $288K | 2.0% | |
| Empower Retirement 2055 (T. Rowe Price) | Other securities | — | — | $267K | 1.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $267K | 1.9% | |
| MASSMUTUAL SMALL CAP VAL EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $265K | 1.8% | |
| Participant Loans Interest rate range: 4.25% - 10.5% | Bonds / Notes | — | — | $256K | 1.8% | |
| DELAWARE IVY SMALL CAP GROWTH Y DELAWARE FUNDS BY MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $254K | 1.8% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $238K | 1.7% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $213K | 1.5% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $197K | 1.4% | |
| MASSMUTUAL INFL-PROT AND INC ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $170K | 1.2% | |
| Empower Retirement 2025 (T. Rowe Price) | Other securities | — | — | $166K | 1.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $166K | 1.2% | |
| Empower Retirement 2040 (T. Rowe Price) | Other securities | — | — | $122K | 0.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $122K | 0.9% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUNDS · EIN 47-2534181 / PN 000 | Pooled Separate Account | — | — | $122K | 0.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $114K | 0.8% | |
| Empower Retirement 2050 (T. Rowe Price) | Other securities | — | — | $93K | 0.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $93K | 0.6% | |
| John Hancock Life Net Benefit Amount Life Insurance: Life Insurance | Other securities | — | — | $76K | 0.5% | |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $58K | 0.4% | |
| Empower Retirement 2035 (T. Rowe Price) | Other securities | — | — | $52K | 0.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| MASSMUTUAL HIGH YIELD ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Empower Balanced Fund (T. Rowe Price) | Other securities | — | — | $23K | 0.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| INVESCO OPPENHEIMER INTERNATIONAL G INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20K | 0.1% | |
| TEMPLETON GLOBAL BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| Empower Retirement 2005 (T. Rowe Price) | Other securities | — | — | $15K | 0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 45-4369278 |
| — |
| CONTRACT ADMIN |
| $7K |
| — |
