Tommy Horst signed Hunter, Maclean, Exley & DUNN, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunter, Maclean, Exley & DUNN, P.C.'s EIN is 58-2211993.
Download the official 2024 Form 5500 (PDF) for Hunter, Maclean, Exley & DUNN, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunter, Maclean, Exley & DUNN, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $41.0M | 93.0% | |
| AMERICAN STABLE VAL ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $873K | 2.0% |
