Roberto Bonilla signed Hurst Review Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hurst Review Services, Inc.'s EIN is 64-0921506.
Download the official 2024 Form 5500 (PDF) for Hurst Review Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hurst Review Services, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | — | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide | Other securities | — | — | $1.1M | 26.5% | |
| Nationwide | Other securities | — | — | $380K | 9.5% | |
| Vanguard | Mutual Funds | — | — | $279K | 7.0% | |
| Columbia | Other securities | — | — | $232K | 5.8% | |
| Nationwide | Other securities | — | — | $183K | 4.6% | |
| Macquarie | Other securities | — | — | $169K | 4.2% | |
| Columbia | Other securities | — | — | $164K | 4.1% | |
| American Funds | Mutual Funds | — | — | $157K | 3.9% | |
| Vanguard | Mutual Funds | — | — | $141K | 3.5% | |
| Nationwide | Other securities | — | — | $139K | 3.5% | |
| Nationwide | Other securities | — | — | $130K | 3.3% | |
| Columbia | Other securities | — | — | $106K | 2.7% | |
| Vanguard | Mutual Funds | — | — | $87K | 2.2% | |
| Vanguard | Mutual Funds | — | — | $83K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $71K | 1.8% | |
| Nationwide | Other securities | — | — | $67K | 1.7% | |
| PIMCO | Mutual Funds | — | — | $64K | 1.6% | |
| Columbia | Other securities | — | — | $64K | 1.6% | |
| Macquarie | Other securities | — | — | $56K | 1.4% | |
| Columbia | Other securities | — | — | $46K | 1.2% | |
| Nationwide | Other securities | — | — | $35K | 0.9% | |
| Columbia | Other securities | — | — | $32K | 0.8% | |
| Columbia | Other securities | — | — | $20K | 0.5% | |
| Columbia | Other securities | — | — | $19K | 0.5% | |
| Nationwide | Other securities | — | — | $18K | 0.4% | |
| DWS | Other securities | — | — | $17K | 0.4% | |
| MFS | Mutual Funds | — | — | $17K | 0.4% | |
| DWS | Other securities | — | — | $14K | 0.4% | |
| American Funds | Mutual Funds | — | — | $8K | 0.2% | |
| American Funds | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $8K | 0.2% | |
| Invesco | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $970 | <0.1% | |
| Invesco | Mutual Funds | — | — | $573 | <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 |
|---|---|---|---|---|---|
| HUB INTERNATIONAL GULF SOUTH LTD | 35-0672425 | — | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANCE GAY AND CIEGLO PLLC | 83-0974051 | — | AUDITOR | $9K | — |
