Craig Denson signed HNTB Holdings Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HNTB Holdings Ltd.'s EIN is 56-2422024.
Download the official 2024 Form 5500 (PDF) for HNTB Holdings Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HNTB Holdings Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $536K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTIMA CAPITAL MANAGEMENT LLC |
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 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $153.0M | 24.6% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $102.2M | 16.4% | |
| PUTNAM STABLE VALUE FD 15 BPS PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $68.7M | 11.0% | |
| AB US LG CAP GROWTH W SERIES WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $44.1M | 7.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $43.0M | 6.9% | |
| Personal Choice Retirement Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $33.0M | 5.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $28.3M | 4.5% | |
| PUTNAM LARGE CAP VALUE IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $27.3M | 4.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $21.5M | 3.4% | |
| AMERICAN CENTURY EMMKTS EQ I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $21.0M | 3.4% | |
| John Hancock Bond Mutual Fund 601 John Hancock Disciplined Value Mutual Fund | Other securities | — | — | $17.9M | 2.9% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $15.4M | 2.5% | |
| Invesco Oppenheimer Disc Mutual Fund | Mutual Funds | — | — | $10.9M | 1.7% | |
| Notes Receivable from Participants Various participants, interest rates range from 4.25% to 9.25% | Bonds / Notes | — | — | $7.6M | 1.2% | |
| Vanguard Short Term Inflation Prot Mutual Fund | Mutual Funds | — | — | $6.6M | 1.1% | |
| PGI CIT US REAL ESTATE SEC I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.1% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $6.2M | 1.0% | |
| Vanguard Interm Term Treasury Index Mutual Fund | Mutual Funds | — | — | $5.6M | 0.9% | |
| Pimco Income Institutional Mutual Fund | Mutual Funds | — | — | $2.7M | 0.4% | |
| JHANCOCK CORE PLUS INC TR I JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST I · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $962K | 0.2% | |
| FRANKLIN SMALL CAP VALUE CL R WILMINGTON TRUST, N.A. · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $558K | <0.1% | |
| Schwab Bank Savings Fund Money Market Fund | Mutual Funds | — | — | $41K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-3178156 |
| — |
| NONE |
| $27K |
| — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $242K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $231K | — |
| FAS WEALTH PARTNERS INC | 48-0948682 | — | NONE | $20K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $14K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $9K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
