Jason Fiscus signed Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s EIN is 73-0931831.
Download the official 2024 Form 5500 (PDF) for Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LEGACY FINANCIAL GROUP | — | TULSA, OK | NONE | $35K | — |
| OLISTICO WEALTH | — | TULSA, OK |
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.
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Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
| NONE |
| $27K |
| — |
| UBS FINANCIAL SERVICE | — | TULSA, OK | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Indx-Adm #0540 Mutual fund N/A | Mutual Funds | — | — | $15.6M | 15.1% | |
| American Grwth Fd of Amer-R6 #2605 Mutual fund N/A | Other securities | — | — | $8.8M | 8.5% | |
| Amer Beacon L/C Val-R6 #4868 Mutual fund N/A | Other securities | — | — | $4.6M | 4.5% | |
| Dodge & Cox Bal-X #4146 Mutual fund N/A | Mutual Funds | — | — | $3.9M | 3.8% | |
| Vanguard Tgt Rtmt 2020-Inv #0682 Mutual fund N/A | Mutual Funds | — | — | $3.9M | 3.7% | |
| Goldman Sachs M/C Grwth-R6 #4655 Mutual fund N/A | Other securities | — | — | $3.7M | 3.6% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.5% | |
| Vanguard Tgt Rtmt 2030-Inv #0695 Mutual fund N/A | Mutual Funds | — | — | $2.4M | 2.4% | |
| Amer Europacific Grwth-R6 #2616 Mutual fund N/A | Other securities | — | — | $2.4M | 2.3% | |
| Amer Beacon S/C Val-R6 #4869 Mutual fund N/A | Other securities | — | — | $2.4M | 2.3% | |
| Vanguard Tgt Rtmt 2035-Inv #0305 Mutual fund N/A | Mutual Funds | — | — | $2.2M | 2.1% | |
| Vanguard Tgt Rtmt Inc-Inv #0308 Mutual fund N/A | Mutual Funds | — | — | $2.2M | 2.1% | |
| Victory Sycamore Est Val-R6 #0308 Mutual fund N/A | Other securities | — | — | $2.1M | 2.0% | |
| Baird Aggregate Bd-Inst #0072 Mutual fund N/A | Other securities | — | — | $2.0M | 2.0% | |
| Vanguard Tgt Rtmt 2045-Inv #0306 Mutual fund N/A | Mutual Funds | — | — | $2.0M | 1.9% | |
| Loomis Sayles Bd-N #2660 Mutual fund N/A | Other securities | — | — | $2.0M | 1.9% | |
| Flexinsured Account MMF Cfid FDIC Money market fund N/A | Cash / Money Market | — | — | $1.9M | 1.8% | |
| Berkshire Hathaway Inc-Cl B Common Stock N/A | Common Stocks | — | — | $1.8M | 1.7% | |
| NYLI MacKay Hi Yld Corp Bd-R6 #2684 Mutual fund N/A | Common Stocks | — | — | $1.5M | 1.5% | |
| Lord Abbett Dev Grwth-R6 #8766 Mutual fund N/A | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Tgt Rtmt 2025-Inv #0304 Mutual fund N/A | Mutual Funds | — | — | $1.3M | 1.2% | |
| Vanguard Growth Fd Mutual fund N/A | Mutual Funds | — | — | $1.1M | 1.1% | |
| Causeway Intl Val-Inst #1271 Mutual fund N/A | Other securities | — | — | $965K | 0.9% | |
| Vanguard Tgt Rtmt 2040-Inv #0696 Mutual fund N/A | Mutual Funds | — | — | $931K | 0.9% | |
| Vanguard Tgt Rtmt 2055-Inv #1487 Mutual fund N/A | Mutual Funds | — | — | $927K | 0.9% | |
| Vanguard Tgt Rtmt 2050-Inv #0699 Mutual fund N/A | Mutual Funds | — | — | $805K | 0.8% | |
| Vanguard Infl Prot Secs-Adm #5119 Mutual fund N/A | Mutual Funds | — | — | $702K | 0.7% | |
| DFA US Core Eq 2-Inst #5304 Mutual fund N/A | Mutual Funds | — | — | $599K | 0.6% | |
| Vanguard Totl Stck Mkt Fd Mutual fund N/A | Mutual Funds | — | — | $581K | 0.6% | |
| Goldman Sachs Intl S/C-R6 #4659 Mutual fund N/A | Other securities | — | — | $559K | 0.5% | |
| US Treasury Note 4.13% 6/15/2026 525,000 N/A | U.S. Treasuries | — | — | $524K | 0.5% | |
| iShares 0-3 Month Treasury Bond Mutual Fund N/A | U.S. Treasuries | — | — | $501K | 0.5% | |
| Cavanal Hill Govt Sec Mmkt-Admin 001 Money market fund N/A | Cash / Money Market | — | — | $470K | 0.5% | |
| Vanguard Tgt Rtmt 2060-Inv #1691 Mutual fund N/A | Mutual Funds | — | — | $440K | 0.4% | |
| Apple Inc Com Common Stock N/A | Common Stocks | — | — | $421K | 0.4% | |
| Notes receivable from participants Maturing 2024-2029 at interest rates ranging from 3.08% to 4.05% | Bonds / Notes | — | — | $392K | 0.4% | |
| Ab L/C Grwth-Adv #0478 Mutual fund N/A | Other securities | — | — | $383K | 0.4% | |
| Microsoft Corp Common Stock N/A | Common Stocks | — | — | $358K | 0.3% | |
| Vanguard Tot Stk Mkt Indx-Adm #0585 Mutual fund N/A | Mutual Funds | — | — | $315K | 0.3% | |
| Vanguard High Dvd Yield Mutual fund N/A | Mutual Funds | — | — | $295K | 0.3% | |
| Vanguard Information Technology Mutual fund N/A | Mutual Funds | — | — | $264K | 0.3% | |
| DFA US S/C Val-Inst #5034 Mutual fund N/A | Mutual Funds | — | — | $264K | 0.3% | |
| US Treasury Bill Flat 1/14/2025 250,000 N/A | U.S. Treasuries | — | — | $250K | 0.2% | |
| US Treasury Bill Flat 2/20/2025 250,000 N/A | U.S. Treasuries | — | — | $249K | 0.2% | |
| Vanguard Value Fd Mutual fund N/A | Mutual Funds | — | — | $248K | 0.2% | |
| US Treasury Bill Flat 3/27/2025 250,000 N/A | U.S. Treasuries | — | — | $248K | 0.2% | |
| US Treasury Bill Flat 4/17/2025 250,000 N/A | U.S. Treasuries | — | — | $247K | 0.2% | |
| US Treasury Bill Flat 5/15/2025 250,000 N/A | U.S. Treasuries | — | — | $246K | 0.2% | |
| US Treasury Bill Flat 6/12/2025 250,000 N/A | U.S. Treasuries | — | — | $245K | 0.2% | |
| Smead Value-Inst #1782 Mutual fund N/A | Other securities | — | — | $235K | 0.2% |
