Iron Hill Brewery's EIN is 52-2032130.
Download the official 2024 Form 5500 (PDF) for Iron Hill Brewery from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Hill Brewery'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 |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES, INC. | 23-2942715 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL COMPANY | 35-0472300 | — | INVESTMENT ADVISOR | $57K | — |
| COMMONWEALTH FINANCIAL NETWORK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Yourpath Ishares 2045 Growth " | Other securities | — | — | $1.6M | 25.2% | |
| Yourpath Ishares 2050 Growth " | Other securities | — | — | $1.3M | 20.8% | |
| Yourpath Ishares 2040 Growth " | Other securities | — | — | $783K | 12.4% | |
| Yourpath Ishares 2055 Growth " | Other securities | — | — | $667K | 10.5% | |
| Yourpath Ishares 2035 Growth " | Other securities | — | — | $390K | 6.2% | |
| Yourpath Ishares 2060 Growth " | Other securities | — | — | $312K | 4.9% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $233K | 3.7% | |
| Yourpath Ishares 2025 Growth " | Other securities | — | — | $216K | 3.4% | |
| Yourpath Ishares 2030 Growth " | Other securities | — | — | $102K | 1.6% | |
| Invesco Discovery Class R6 " | Mutual Funds | — | — | $88K | 1.4% | |
| Vanguard International Growth Admiral Shares " | Mutual Funds | — | — | $82K | 1.3% | |
| Blackrock Mid Cap Value " | Other securities | — | — | $77K | 1.2% | |
| Vanguard Balanced Index Admiral Shares " | Mutual Funds | — | — | $66K | 1.0% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $63K | 1.0% | |
| Yourpath Ishares 2035 Conservative " | Other securities | — | — | $43K | 0.7% | |
| Yourpath Ishares 2065 Growth " | Other securities | — | — | $40K | 0.6% | |
| Fidelity Small Cap Index " | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard Equity Income Admiral Shares Mutual fund | Mutual Funds | — | — | $24K | 0.4% | |
| Yourpath Ishares 2050 Moderate " | Other securities | — | — | $19K | 0.3% | |
| Federated Mdt Mid Cap Growth Class R6 Shares " | Other securities | — | — | $17K | 0.3% | |
| Fidelity Mid Cap Index " | Mutual Funds | — | — | $16K | 0.2% | |
| Lincoln Stable Value Account Guaranteed insurance contract | Stable Value | — | — | $15K | 0.2% | |
| Yourpath Ishares 2065 Moderate " ** 241 * Yourpath Ishares 2010 Growth " ** 242 * Yourpath Ishares 2020 Growth " | Other securities | — | — | $13K | 0.2% | |
| JPMorgan Large Cap Growth Class R6 " | Other securities | — | — | $7K | 0.1% | |
| Yourpath Ishares 2060 Moderate " | Other securities | — | — | $6K | 0.1% | |
| Yourpath Ishares 2045 Conservative " | Other securities | — | — | $6K | <0.1% | |
| Yourpath Ishares 2020 Moderate " ** 726 * Yourpath Ishares 2035 Moderate " ** 502 * Yourpath Ishares 2045 Moderate " | Other securities | — | — | $6K | <0.1% | |
| Allspring Special Small Cap Value " | Other securities | — | — | $6K | <0.1% | |
| Yourpath Ishares 2020 Conservative " | Other securities | — | — | $5K | <0.1% | |
| Fidelity Us Bond Index " | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard International Value Investor Shares " | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM High Yield Class R6 " | Other securities | — | — | $4K | <0.1% | |
| American Funds New World Class R6 " | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity International Index " | Mutual Funds | — | — | $4K | <0.1% | |
| Yourpath Ishares 2060 Conservative " | Other securities | — | — | $3K | <0.1% | |
| Yourpath Ishares Income Moderate " | Other securities | — | — | $2K | <0.1% | |
| Fidelity Inflation Protected Bond Index " | Mutual Funds | — | — | $2K | <0.1% | |
| John Hancock Bond Class R6 " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2675571 |
| — |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $7K | — |
