Plan Sponsor signed Hillco, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hillco, Ltd.'s EIN is 56-0818742.
Download the official 2024 Form 5500 (PDF) for Hillco, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hillco, Ltd.'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 COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $206K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Core Bond A | Mutual Funds | — | — | $7.0M | 16.7% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $6.9M | 16.5% | |
| PIMCO StocksPLUS Intl (USD-Hedged) A | Mutual Funds | — | — | $4.7M | 11.2% | |
| iShares S&P 500 Index I | Common Collective Trusts | — | — | $4.4M | 10.6% | |
| JPMorgan Large Cap Growth R3 | Other securities | — | — | $2.8M | 6.7% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $2.8M | 6.6% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $2.8M | 6.6% | |
| American Funds New World Fund R4 | Mutual Funds | — | — | $2.5M | 6.0% | |
| Columbia Small Cap Value Fund I Class A | Other securities | — | — | $1.2M | 3.0% | |
| Columbia Small Cap Value Fund I Class A | Other securities | — | — | $1.2M | 2.9% | |
| MFS Mid Cap Value A | Mutual Funds | — | — | $1.2M | 2.8% | |
| and maturity dates ranging from January 2025 to December 2029 | Other securities | — | — | $1.1M | 2.5% | |
| Blackrock Mid-Cap Growth Equity Inv A | Other securities | — | — | $970K | 2.3% | |
| Allspring Small Company Growth A | Common Stocks | — | — | $784K | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $658K | 1.6% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $564K | 1.3% | |
| First Eagle Global A | Other securities | — | — | $271K | 0.6% | |
| Blackrock High Yield Bond Inv A | Other securities | — | — | $56K | 0.1% | |
| ISA OceanFirst Bank | Other securities | — | — | $12K | <0.1% | |
| BNY Mellon Global Fixed Income Y | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EISNERAMPER, LLP | — | RALEIGH, NC | OTHER | $27K | — |
| MAXUS PLAN SOLUTIONS INC | — | CHARLOTTE, NC | OTHER | $8K | — |
| WOMBLE CARLYLE SANDRIDGE & RICE PLL | — | WINSTON-SALEM, NC | OTHER | $4K | — |
