Danielle HALE signed The Hackett Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Hackett Group, Inc.'s EIN is 65-0750100.
Download the official 2024 Form 5500 (PDF) for The Hackett Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Hackett Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $558 | — |
| NATIONAL FINANCIAL SERVICES |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $24.3M | 16.9% | |
| AMERICAN CENTURY US LG CAP GR EQ T1 SEI · EIN 27-0572889 / PN 007 | Common Collective Trust | — | — | $12.8M | 8.9% | |
| T. ROWE PRICE RETRMNT 2035 TRUST J T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.5M | 7.3% | |
| T. ROWE PRICE RETRMNT 2040 TRUST J T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $10.0M | 7.0% | |
| T. ROWE PRICE RETRMNT 2030 TRUST J T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.2M | 6.4% | |
| JPMorgan US Eq R6 | Other securities | — | — | $7.2M | 5.0% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $5.9M | 4.1% | |
| T. ROWE PRICE RETRMNT 2025 TRUST J T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.0% | |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5.0M | 3.5% | |
| T. ROWE PRICE RETRMNT 2050 TRUST J T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $4.5M | 3.1% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $4.4M | 3.0% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $4.4M | 3.0% | |
| T. ROWE PRICE RETRMNT 2045 TRUST J T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.6% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $3.7M | 2.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $3.6M | 2.5% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $3.0M | 2.1% | |
| T. ROWE PRICE RETRMNT 2055 TRUST J T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.0% | |
| Vanguard Intermed-Term Bond Idx Adm | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $2.3M | 1.6% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $2.2M | 1.6% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $2.1M | 1.5% | |
| T. ROWE PRICE RETRMNT 2060 TRUST J T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Columbia Small Cap Value II Inst | Other securities | — | — | $1.9M | 1.3% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $1.4M | 1.0% | |
| T. ROWE PRICE RETRMNT 2020 TRUST J T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | Other securities | — | — | $1.3M | 0.9% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.2M | 0.8% | |
| Participants 3.25% to 8.50%; maturing through December 2039 | Bonds / Notes | — | — | $1.2M | 0.8% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $1.2M | 0.8% | |
| T. ROWE PRICE RETRMNT 2015 TRUST J T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $956K | 0.7% | |
| Vanguard Inf-Protected Secs Adm | Mutual Funds | — | — | $727K | 0.5% | |
| T. ROWE PRICE RETRMNT 2010 TRUST J T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $551K | 0.4% | |
| John Hancock JHancock Alt Asset Alloc R6 | Other securities | — | — | $136K | <0.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2065 Trust J | Other securities | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETRMNT 2065 TRUST J T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETRMNT 2005 TRUST J T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTING | $156K | — |
