Jamie Burton signed Hunter FAN Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hunter FAN Company's EIN is 62-1218702.
Download the official 2024 Form 5500 (PDF) for Hunter FAN Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunter FAN Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | INVESTMENT ADVISOR | $64K | — |
| MORGAN STANLEY SMITH |
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 | — | — | $30.3M | 98.4% | |
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $4.4M | 14.4% | |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $2.9M | 9.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.0M | 3.3% |
| 24-4310632 |
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
