David Thaeler signed The Haskell Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Haskell Company's EIN is 59-2387450.
Download the official 2024 Form 5500 (PDF) for The Haskell Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Haskell Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $188K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | 33-0905143 | — | INVESTMENT ADVISOR | $84K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 common collective trust] | Other | — | — | $233.1M | 94.2% | |
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $34.9M | 14.1% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $28.5M | 11.5% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $27.0M | 10.9% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $22.3M | 9.0% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $9.4M | 3.8% | |
| CORE PLUS BOND II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $7.3M | 2.9% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $5.8M | 2.3% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $988K | 0.4% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| ADVISOR |
| $60K |
| — |
