Anne Woody signed HYDE Park Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HYDE Park Partners, Inc.'s EIN is 57-0289702.
Download the official 2024 Form 5500 (PDF) for HYDE Park Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HYDE Park Partners, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICE C/O NFP | 47-1566880 | — | CONSULTANT | $20K | — |
| NFP RETIREMENT |
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 Large Cap Growth Fund | Other securities | — | — | $4.7M | 16.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 14.3% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $2.3M | 8.5% | |
| GALLIARD STABLE RETURN PN35 SEI TRUST COMPANY · EIN 52-2251296 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.7% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $1.9M | 6.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $1.8M | 6.4% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $1.4M | 5.1% | |
| State Street Target Retirement 2030 Fund | Other securities | — | — | $1.3M | 4.7% | |
| State Street Target Retirement 2020 Fund | Other securities | — | — | $951K | 3.5% | |
| State Street Target Retirement 2025 Fund | Other securities | — | — | $869K | 3.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $774K | 2.8% | |
| Alliance Bernstein Small Cap Growth Portfolio | Other securities | — | — | $760K | 2.8% | |
| State Street Target Retirement 2040 Fund | Other securities | — | — | $697K | 2.5% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $591K | 2.1% | |
| JP Morgan Small Cap Value Fund | Other securities | — | — | $586K | 2.1% | |
| Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $500K | 1.8% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $470K | 1.7% | |
| State Street Target Retirement 2045 Fund | Other securities | — | — | $435K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $355K | 1.3% | |
| Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $296K | 1.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $245K | 0.9% | |
| DFA Emerging Markets Portfolio | Mutual Funds | — | — | $205K | 0.7% | |
| BlackRock Commodity Strategies Fund | Other securities | — | — | $195K | 0.7% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $146K | 0.5% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $67K | 0.2% | |
| State Street Target Retirement Fund | Other securities | — | — | $27K | <0.1% | |
| State Street Target Retirement 2065 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2552359 |
| — |
| CONSULTANT |
| $15K |
| — |
