Bernard Patrick McQuillan signed Hawk Consultants, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawk Consultants, LLC's EIN is 73-1725551.
Download the official 2024 Form 5500 (PDF) for Hawk Consultants, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawk Consultants, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4071393 | — | SERVICE PROVIDER | $0 | — |
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 Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 22.3% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $1.1M | 12.8% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $1.1M | 12.8% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $655K | 7.6% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $553K | 6.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $475K | 5.6% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $410K | 4.8% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $285K | 3.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $235K | 2.7% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $231K | 2.7% | |
| Hartford Mutual Funds Hartford Dividend and Growth Fund Class R6 | Other securities | — | — | $216K | 2.5% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $174K | 2.0% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $169K | 2.0% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $156K | 1.8% | |
| Voya Intermediate Bond Fund Class R6 | Other securities | — | — | $144K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $139K | 1.6% | |
| Participant Loans Interest rates range from 5.25% to 9.50% | Bonds / Notes | — | — | $137K | 1.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $136K | 1.6% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $124K | 1.4% | |
| Vangrd LifeStrat Cns Gr Fd Inv Registered Investment Company | Common Stocks | — | — | $111K | 1.3% | |
| PGIM High Yield Fund R6 Registered Investment Company | Common Stocks | — | — | $103K | 1.2% | |
| Vanguard International Value Fund Investor Shares | Mutual Funds | — | — | $101K | 1.2% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | Mutual Funds | — | — | $90K | 1.1% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $85K | 1.0% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $81K | 1.0% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $81K | 0.9% | |
| Calvert Research and Management Calvert US Large-Cap Core Responsible Index Fund Class R6 | Common Collective Trusts | — | — | $59K | 0.7% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $59K | 0.7% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $49K | 0.6% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $49K | 0.6% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $35K | 0.4% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | Common Stocks | — | — | $20K | 0.2% | |
| AB Small Cap Grw Port Z Registered Investment Company | Common Stocks | — | — | $16K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $15K | 0.2% | |
| Virtus KAR Mid-Cap Growth Fund Class R6 | Other securities | — | — | $13K | 0.2% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $12K | 0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $6K | <0.1% | |
| MyCompass Ind Cns 2055 F R Common Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $2K | <0.1% | |
| MyCompass Ind Agg 2045 Fd R Common Collective Trust | Common Collective Trusts | — | — | $2K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2025 FUN WILMINGTON TRUST, N.A. · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
