William Atwood signed Paul Hobbs Winery, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paul Hobbs Winery, LP's EIN is 68-0251767.
Download the official 2024 Form 5500 (PDF) for Paul Hobbs Winery, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paul Hobbs Winery, LP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund Mutual Fund | Other securities | — | — | $1.2M | 15.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $941K | 12.1% | |
| Nuveen LifeCycle Index 2045 R6 Fund Mutual Fund | Mutual Funds | — | — | $816K | 10.5% | |
| Nuveen LifeCycle Index 2010 R6 Fund Mutual Fund 430 Nuveen LifeCycle Index 2020 R6 Fund Mutual Fund 431 Nuveen LifeCycle Index 2025 R6 Fund Mutual Fund | Mutual Funds | — | — | $535K | 6.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $508K | 6.5% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $459K | 5.9% | |
| iShares MSCI EAFE International Index Fund Mutual Fund | Common Collective Trusts | — | — | $436K | 5.6% | |
| Nuveen LifeCycle Index 2055 R6 Fund Mutual Fund | Mutual Funds | — | — | $415K | 5.3% | |
| Nuveen LifeCycle Index 2035 R6 Fund Mutual Fund | Mutual Funds | — | — | $410K | 5.3% | |
| JPMorgan Core Bond Fund Mutual Fund | Other securities | — | — | $237K | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $225K | 2.9% | |
| Nuveen LifeCycle Index 2040 R6 Fund Mutual Fund | Mutual Funds | — | — | $211K | 2.7% | |
| Participant Loans Interest rates from 3.50% to 8.50% $0 | Bonds / Notes | — | — | $205K | 2.6% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | Mutual Funds | — | — | $174K | 2.2% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | Other securities | — | — | $130K | 1.7% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $126K | 1.6% | |
| Nuveen LifeCycle Index Retirement Inc R6 Fund Mutual Fund | Mutual Funds | — | — | $120K | 1.5% | |
| Nuveen LifeCycle Index 2050 R6 Fund Mutual Fund | Mutual Funds | — | — | $114K | 1.5% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $108K | 1.4% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $80K | 1.0% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $77K | 1.0% | |
| Federated Hermes Government Obligations Fund Mutual Fund | Other securities | — | — | $55K | 0.7% | |
| Nuveen LifeCycle Index 2060 R6 Fund Mutual Fund | Mutual Funds | — | — | $54K | 0.7% | |
| Fidelity Advisor Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.4% | |
| DFA US Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $23K | 0.3% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund | U.S. Treasuries | — | — | $21K | 0.3% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Nuveen LifeCycle Index 2065 R6 Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Invesco Core Plus Bond Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH INC |
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $21K |
| — |
| WOODBURY FINANCIAL SERVICES INC | — | OAKDALE, MN | INVESTMENT ADVISOR | $4K | — |
