Emily Roeckle signed Hunters Run Property Owners ASSO's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunters Run Property Owners ASSO's EIN is 59-1965261.
Download the official 2024 Form 5500 (PDF) for Hunters Run Property Owners ASSO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunters Run Property Owners ASSO'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $4K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $836K | 18.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $595K | 12.9% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $488K | 10.6% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $311K | 6.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $284K | 6.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $235K | 5.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $198K | 4.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $186K | 4.0% | |
| VANGUARD TOTAL INTL BD IDX ADM 938 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $139K | 3.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $106K | 2.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $104K | 2.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $97K | 2.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $84K | 1.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $80K | 1.7% | |
| VANGUARD SHTRM TREAS IDX ADM 162 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $78K | 1.7% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $70K | 1.5% | |
| PUT LARGE CAP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $67K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $60K | 1.3% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $60K | 1.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $49K | 1.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $42K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $39K | 0.8% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $38K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $38K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $38K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $29K | 0.6% | |
| FID GROWTH STRATEGIES K6 | Registered Investment Companies | — | — | $28K | 0.6% | |
| PIMCO REAL RETURN FUND - INSTL 12 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $25K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $13K | 0.3% | |
| FIDELITY ADVISOR ENERGY FUND I | Registered Investment Companies | — | — | $11K | 0.2% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF AMERICAN HIGH INCOME - R6 12 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CRED LIFCYCLE INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE DIVIDEND GROWTH P JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WELLS FARGO ADVISORS FINANCIAL | 36-4019175 | — | RIA | $7K | — |
| WELLS FARGO ADVISORS | 34-1542819 | — | RIA | $6K | — |
