Barry Hamrick signed Hamricks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamricks, Inc.'s EIN is 57-0513561.
Download the official 2024 Form 5500 (PDF) for Hamricks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hamricks, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Sustainable Bal Inst | Other securities | — | — | $2.4M | 21.5% | |
| BlackRock T-Fund Premier Cl | Other securities | — | — | $1.4M | 12.4% | |
| Invesco American Franchise R6 | Mutual Funds | — | — | $1.4M | 12.4% | |
| Invesco Oppenheimer Main St R6 | Mutual Funds | — | — | $1.3M | 11.5% | |
| iShares S&P 500 Index Fd Cl K | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| Lord Abbett Total Rtn R6 GM | Mutual Funds | — | — | $701K | 6.3% | |
| Janus Henderson Global Equity N | Mutual Funds | — | — | $280K | 2.5% | |
| iShares S&P 500 Index Cl K GM | Common Collective Trusts | — | — | $198K | 1.8% | |
| BlackRock Mid Cap Value Instl | Other securities | — | — | $187K | 1.7% | |
| BlackRock Lifepath Indx 2030 K | Other securities | — | — | $171K | 1.5% | |
| BlackRock T-Fund Premier Cl GM | Other securities | — | — | $149K | 1.3% | |
| iShares MSCI EAFE Intrnl Idx GM | Common Collective Trusts | — | — | $145K | 1.3% | |
| Invesco American Franchise R6 GM | Mutual Funds | — | — | $145K | 1.3% | |
| MFS International Growth R6 GM | Mutual Funds | — | — | $142K | 1.3% | |
| BlackRock Lifepath Indx 2045 K | Other securities | — | — | $130K | 1.2% | |
| Macquarie Emrg Mrkts Fd Cl R6 | Other securities | — | — | $130K | 1.2% | |
| BlackRock Lifepath Indx Ret K | Other securities | — | — | $126K | 1.1% | |
| BlackRock Lifepath Indx 2035 K | Other securities | — | — | $123K | 1.1% | |
| DWS Enhanced Commodity Strg R6 | Other securities | — | — | $109K | 1.0% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $108K | 1.0% | |
| FULLERTHALER BHVRL SML CAP R6 MUTUAL FUNDS | Other securities | — | $60K | $95K | 0.9% | |
| Fuller & Thaler Behvrl Small Cap R6 | Other securities | — | — | $95K | 0.9% | |
| Lord Abbett Total Return R6 | Mutual Funds | — | — | $92K | 0.8% | |
| iShares Russell Mid-Cap Idx GM | Common Collective Trusts | — | — | $78K | 0.7% | |
| MFS Value Fund R6 GM | Mutual Funds | — | — | $76K | 0.7% | |
| Invesco Oppenheimer Main St R6 GM | Mutual Funds | — | — | $69K | 0.6% | |
| BlackRock Lifepath Indx 2040 K | Other securities | — | — | $68K | 0.6% | |
| BlackRock Mid Cap Value Instl GM | Other securities | — | — | $61K | 0.5% | |
| Fuller & Thaler Behvrl Small Cap GM | Other securities | — | — | $51K | 0.5% | |
| FULLERTHALER BHVRL SML CAP R6 MUTUAL FUNDS | Other securities | — | $34K | $51K | 0.5% | |
| MFS International Growth R6 | Mutual Funds | — | — | $49K | 0.4% | |
| INVESCO REAL ESTATE FUND CL R6 MUTUAL FUNDS | Mutual Funds | — | $59K | $48K | 0.4% | |
| iShares Russell 2000 Sml-Cp GM | Common Collective Trusts | — | — | $45K | 0.4% | |
| iShares MSCI EAFE Intrnl Idx K | Common Collective Trusts | — | — | $2K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
