Natalie Schuermann signed Hammer Williams Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hammer Williams Company's EIN is 73-0936509.
Download the official 2024 Form 5500 (PDF) for Hammer Williams Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hammer Williams Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | 84-1594350 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 2025 Investor | Mutual Funds | — | — | $586K | 15.1% | |
| Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $513K | 13.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $350K | 9.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $302K | 7.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $253K | 6.5% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 85-2320423 / PN 000 | Common Collective Trust | — | — | $228K | 5.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $183K | 4.7% | |
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $161K | 4.1% | |
| Fidelity International Index | Mutual Funds | — | — | $127K | 3.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $124K | 3.2% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $124K | 3.2% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $110K | 2.8% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $104K | 2.7% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $89K | 2.3% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $87K | 2.2% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $83K | 2.1% | |
| Fidelity Freedom Index Income Investor | Mutual Funds | — | — | $74K | 1.9% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $59K | 1.5% | |
| Notes receivable from participants | Other securities | — | — | $58K | 1.5% | |
| Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $35K | 0.9% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $25K | 0.6% | |
| Pimco Trends Managed Futures Strategy | Mutual Funds | — | — | $23K | 0.6% | |
| Fidelity Freedom Index 2065 Investor | Mutual Funds | — | — | $18K | 0.5% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $15K | 0.4% | |
| Fidelity Advisor Materials Z | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION, LTD. | — | OKLAHOMA CITY, OK | CONTRACT ADMIN | $9K | — |
