Bill Deller signed Harrison Inn Sixty-Six, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harrison Inn Sixty-Six, Inc.'s EIN is 52-1191391.
Download the official 2024 Form 5500 (PDF) for Harrison Inn Sixty-Six, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harrison Inn Sixty-Six, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $2.2M | 15.6% | |
| Principal Blue Chip Institutional Class Mutual Fund | Other securities | — | — | $1.4M | 10.0% | |
| Macquarie Value Fund Mutual Fund | Other securities | — | — | $1.2M | 8.5% | |
| Fidelity Contra Fund K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 7.8% | |
| American Funds Smallcap World Class R6 Mutual Fund | Mutual Funds | — | — | $668K | 4.8% | |
| T Rowe Price Science & Technology I Class Mutual Fund | Mutual Funds | — | — | $637K | 4.6% | |
| Macquarie Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $636K | 4.5% | |
| Lincoln Stable Value Account Unallocated Group Fixed Annuity Contract | Stable Value | — | — | $620K | 4.4% | |
| Jackson Square Large Cap Growth Mutual Fund | Other securities | — | — | $500K | 3.6% | |
| Schwab International Index Fund Mutual Fund | Common Collective Trusts | — | — | $470K | 3.4% | |
| Macquarie Strategic Income Fund Mutual Fund | Other securities | — | — | $389K | 2.8% | |
| Macquarie Global Listed Real Estate Assets Fund Mutual Fund | Other securities | — | — | $366K | 2.6% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $287K | 2.0% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $231K | 1.7% | |
| JPMorgan Emerging Markets Equity Class R6 Mutual Fund | Other securities | — | — | $204K | 1.5% | |
| PGIM Jennison International Opportunities Class Mutual Fund | Other securities | — | — | $174K | 1.2% | |
| Yourpath American Funds 2025 Moderate Separately Managed Portfolio ** * Lincoln Stable Value Account Unallocated Group Fixed Annuity Contract | Stable Value | — | — | $158K | 1.1% | |
| Macquarie Wealth Builder Fund Mutual Fund | Other securities | — | — | $123K | 0.9% | |
| PIMCO High Yield Spectrum Institutional Class Mutual Fund | Mutual Funds | — | — | $98K | 0.7% | |
| American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $89K | 0.6% | |
| Invesco Growth & Income Class R6 Mutual Fund | Mutual Funds | — | — | $86K | 0.6% | |
| Blackrock Global Allocation Fund Mutual Fund | Other securities | — | — | $80K | 0.6% | |
| Blackrock Floating Rate Income Institutional Shares Mutual Fund | Bonds / Notes | — | — | $75K | 0.5% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $68K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $66K | 0.5% | |
| Blackrock Inflation Protected Bond Fund Mutual Fund | Other securities | — | — | $65K | 0.5% | |
| Yourpath American Funds 2040 Moderate Separately Managed Portfolio ** American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $55K | 0.4% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $53K | 0.4% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $52K | 0.4% | |
| American Funds AMCAP Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $45K | 0.3% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $44K | 0.3% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Yourpath American Funds 2030 Moderate Separately Managed Portfolio ** * Lincoln Stable Value Account Unallocated Group Fixed Annuity Contract | Stable Value | — | — | $38K | 0.3% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| American Funds The Growth Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Yourpath American Funds 2035 Moderate Separately Managed Portfolio ** American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Yourpath American Funds 2045 Moderate Separately Managed Portfolio ** American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $33K | 0.2% | |
| Yourpath American Funds 2050 Moderate Separately Managed Portfolio ** American Funds Fundamental Investors Class R-6 Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $29K | 0.2% | |
| American Funds AMCAP Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Lincoln Stable Value Account Unallocated Group Fixed Annuity Contract | Stable Value | — | — | $27K | 0.2% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds The Growth Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds Corporate Bond Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
