Mike Rockefeller signed William A. Hazel, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William A. Hazel, Inc.'s EIN is 54-0753932.
Download the official 2024 Form 5500 (PDF) for William A. Hazel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William A. Hazel, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund (Large Cap) | Mutual Funds | — | — | $26.7M | 28.6% | |
| American Beacon Growth Company Fund (Large Cap) | Common Stocks | — | — | $15.3M | 16.5% | |
| Fidelity Institutional Retirement Service Company | Mutual Funds | — | — | $8.3M | 8.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.3M | 8.9% | |
| Self-managed accounts | Other securities | — | — | $5.4M | 5.8% | |
| Fidelity Freedom 2030 (Blended Fund) | Mutual Funds | — | — | $4.4M | 4.8% | |
| Fidelity Freedom 2025 (Blended Fund) | Mutual Funds | — | — | $4.1M | 4.4% | |
| Fidelity Freedom 2035 (Blended Fund) | Mutual Funds | — | — | $4.0M | 4.3% | |
| Glenmede Freedom 2010 (Blended Fund) | Other securities | — | — | $3.4M | 3.6% | |
| Notes receivable from participants | Other securities | — | — | $2.2M | 2.4% | |
| Fidelity Freedom 2055 (Blended Fund) | Mutual Funds | — | — | $2.1M | 2.2% | |
| Fidelity Freedom 2040 (Blended Fund) | Mutual Funds | — | — | $2.0M | 2.1% | |
| Fidelity Freedom 2045 (Blended Fund) | Mutual Funds | — | — | $2.0M | 2.1% | |
| Fidelity Freedom Income (Blended Fund) | Mutual Funds | — | — | $1.9M | 2.1% | |
| Fidelity Investment Grade Bond Fund (Bond Fund) | Mutual Funds | — | — | $1.5M | 1.7% | |
| Fidelity Freedom 2015 (Blended Fund) | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2020 (Blended Fund) | Mutual Funds | — | — | $1.2M | 1.3% | |
| Fidelity Puritan Fund (Blended Fund) | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Freedom 2050 (Blended Fund) | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity US Bond Index (Bond Fund) | Mutual Funds | — | — | $988K | 1.1% | |
| Fidelity Freedom 2060 (Blended Fund) | Mutual Funds | — | — | $831K | 0.9% | |
| Fidelity Freedom 2065 (Blended Fund) | Mutual Funds | — | — | $638K | 0.7% | |
| Fidelity Total Market Index (Large Cap) | Common Collective Trusts | — | — | $552K | 0.6% | |
| Fidelity Diversified (International) | Mutual Funds | — | — | $418K | 0.4% | |
| Fidelity Global Ex US Index (International) | Mutual Funds | — | — | $383K | 0.4% | |
| Fidelity Small Cap Value (Small Cap) | Mutual Funds | — | — | $311K | 0.3% | |
| Fidelity International Index Fund (International) | Common Collective Trusts | — | — | $309K | 0.3% | |
| Fidelity Freedom 2070 (Blended Fund) | Mutual Funds | — | — | $264K | 0.3% | |
| Fidelity Mid Cap Index Fund (Mid Cap) | Common Collective Trusts | — | — | $115K | 0.1% | |
| Fidelity Large Cap Value Fund (Large Cap) | Mutual Funds | — | — | $49K | <0.1% | |
| Fidelity Small Cap Equity (Small Cap) | Mutual Funds | — | — | $25K | <0.1% | |
| MFS Mid Cap Value R6 Fund (Mid Cap) | 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.
