Nicholas ZAPF signed Hughes & Smith, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hughes & Smith, Inc.'s EIN is 54-0756452.
Download the official 2024 Form 5500 (PDF) for Hughes & Smith, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hughes & Smith, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS COMPANY, LLC | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | — | INVESTMENT ADVISORY | $28K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large-Cap Growth Fund | Other securities | — | — | $1.6M | 12.1% | |
| Fidelity Management Trust Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 11.4% | |
| Company Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.3M | 9.7% | |
| Fidelity Management Trust Fidelity Government Money Market Fund | Mutual Funds | — | — | $977K | 7.6% | |
| Company * Fidelity Management Trust Fidelity Total Bond Fund | Mutual Funds | — | — | $803K | 6.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $651K | 5.0% | |
| Dodge & Cox Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $626K | 4.8% | |
| Avantis Investors Avantis U.S. Small-Cap Value Fund | Other securities | — | — | $502K | 3.9% | |
| Eaton Vance Eaton Vance High Income Opportunities | Other securities | — | — | $447K | 3.5% | |
| Fund Dimensional Fund Advisors DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $386K | 3.0% | |
| Dimensional Fund Advisors DFA International Vector Equity I Fund | Mutual Funds | — | — | $379K | 2.9% | |
| Fidelity Management Trust Fidelity Total International Index Fund | Common Collective Trusts | — | — | $378K | 2.9% | |
| Company * Fidelity Management Trust Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $374K | 2.9% | |
| Company * Fidelity Management Trust Fidelity Mid-Cap Idex Fund | Mutual Funds | — | — | $337K | 2.6% | |
| Company GQG Partners GQG Partners Emerging Markets Equity | Common Stocks | — | — | $334K | 2.6% | |
| RT METLIFE STABLE VALUE METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $321K | 2.5% | |
| Insurance Company Putnam Investments Putnam Small-Cap Growth Fund | Mutual Funds | — | — | $235K | 1.8% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $234K | 1.8% | |
| Columbia Threadneedle Columbia Overseas Value Fund | Other securities | — | — | $229K | 1.8% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund | Other securities | — | — | $198K | 1.5% | |
| MFS Investment MFS Mid-Cap Growth Fund | Mutual Funds | — | — | $191K | 1.5% | |
| Management * Fidelity Management Trust Fidelity Mid-Cap Value Idex Fund | Mutual Funds | — | — | $171K | 1.3% | |
| Company American Funds American Funds 2035 Target Date | Mutual Funds | — | — | $101K | 0.8% | |
| Retirement Fund American Funds American Funds 2060 Target Date | Mutual Funds | — | — | $58K | 0.5% | |
| American Funds American Funds 2050 Target Date | Mutual Funds | — | — | $56K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-2539562 / PN 001 | Common Collective Trust | — | — | $51K | 0.4% | |
| American Funds American Funds 2030 Target Date | Mutual Funds | — | — | $40K | 0.3% | |
| Retirement Fund * Fidelity Management Trust Fidelity International Capital Appreciation | Mutual Funds | — | — | $39K | 0.3% | |
| Company Fund Columbia Threadneedle Columbia Commodity Strategy Fund | Common Stocks | — | — | $35K | 0.3% | |
| American Funds American Funds 2055 Target Date | Mutual Funds | — | — | $33K | 0.3% | |
| Retirement Fund American Funds American Funds 2040 Target Date | Mutual Funds | — | — | $32K | 0.3% | |
| Retirement Fund American Funds American Funds 2065 Target Date | Mutual Funds | — | — | $26K | 0.2% | |
| Retirement Fund American Funds American Funds 2025 Target Date | Mutual Funds | — | — | $24K | 0.2% | |
| Retirement Fund American Funds American Funds 2020 Target Date | Mutual Funds | — | — | $16K | 0.1% | |
| Retirement Fund MFS Investment MFS Mid-Cap Value Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Management American Funds American Funds 2010 Target Date | Mutual Funds | — | — | $9K | <0.1% | |
| Retirement Fund American Funds American Funds 2045 Target Date | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $124 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | — | TPA | $5K | — |
