Jessica Wilson signed Robert C. Hatton, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert C. Hatton, Inc.'s EIN is 59-1116726.
Download the official 2024 Form 5500 (PDF) for Robert C. Hatton, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert C. Hatton, 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 |
|---|---|---|---|---|---|
| THE AIMPOINT GROUP, LLC | — | POMPANO, FL | THIRD PARTY ADMIN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS AMER FDS 2030 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $480K | 22.0% | |
| MYCOMPASS AMER FDS 2035 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $452K | 20.7% | |
| MYCOMPASS AMER FDS 2025 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $351K | 16.0% | |
| MYCOMPASS AMER FDS 2050 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $263K | 12.0% | |
| MYCOMPASS AMER FDS 2045 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $133K | 6.1% | |
| MYCOMPASS AMER FDS 2060 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $114K | 5.2% | |
| MYCOMPASS AMER FDS 2055 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $109K | 5.0% | |
| MYCOMPASS AMER FDS 2040 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $59K | 2.7% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $40K | 1.8% | |
| MYCOMPASS AMER FDS 2020 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $38K | 1.8% | |
| MYCOMPASS AMER FDS 2015 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $18K | 0.8% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17K | 0.8% | |
| (i) Cash & cash equivalents: | Cash / Money Market | — | — | $13K | 0.6% | |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| FIDELITY INTL INDEX FND VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | 0.4% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| JPMORGAN U.S. RES ENHANC EQ R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| DODGE & COX GLOBAL BOND FUND X VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| MYCOMPASS AMER FDS 2065 FD R VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $5K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| VICTORY CORE PL INTER BND R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $778 | <0.1% | |
| CARILLON EAGLE MID CAP GRW R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13 | <0.1% | |
| ALLSPG SPEC MDCP VL FD R6 VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
