Angela Cooley signed Haeco Americas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haeco Americas' EIN is 65-0665658.
Download the official 2024 Form 5500 (PDF) for Haeco Americas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haeco Americas' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $58K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $12.0M | 12.8% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $11.7M | 12.4% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $11.1M | 11.8% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $7.3M | 7.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.7M | 6.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.5M | 4.8% | |
| Harbor Capital Appreciation CIT Class 5 | Common Collective Trusts | — | — | $4.5M | 4.8% | |
| HARB CAP APPR CIT 5 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.8% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $4.0M | 4.3% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $3.8M | 4.1% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $2.8M | 3.0% | |
| Baird Aggregate Bond Inst Fund | Other securities | — | — | $2.7M | 2.8% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $2.7M | 2.8% | |
| maturing through January 2034 | Other securities | — | — | $2.6M | 2.8% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $2.3M | 2.5% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $2.2M | 2.3% | |
| Money Market Funds * Fidelity Government Cash Reserve | Mutual Funds | — | — | $2.0M | 2.2% | |
| Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $1.8M | 1.9% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $1.5M | 1.6% | |
| Common Collective Trust Funds Goldman Sachs Stable Value Institutional | Stable Value | — | — | $1.4M | 1.5% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $550K | 0.6% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $543K | 0.6% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $460K | 0.5% | |
| American Century Small Cap Value Fund | Mutual Funds | — | — | $414K | 0.4% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $395K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $293K | 0.3% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $111K | 0.1% | |
| Fidelity Freedom Index 2070 | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT | $18K | — |
