MEI Mendoza signed T. F. Hudgins, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
T. F. Hudgins, Inc.'s EIN is 74-1209367.
Download the official 2024 Form 5500 (PDF) for T. F. Hudgins, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)T. F. Hudgins, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
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 Contrafund | Mutual Funds | — | — | $3.4M | 12.0% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.9M | 10.2% | |
| Fidelity Investments Freedom 2040 Fund | Mutual Funds | — | — | $1.8M | 6.6% | |
| Fidelity Investments Freedom 2030 Fund | Mutual Funds | — | — | $1.7M | 6.1% | |
| Fidelity Investments Freedom 2050 Fund | Mutual Funds | — | — | $1.6M | 5.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.3M | 4.7% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $1.3M | 4.7% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.2M | 4.1% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| Fidelity Investments Freedom 2035 Fund | Mutual Funds | — | — | $1.0M | 3.7% | |
| Fidelity Investments Freedom 2060 Fund | Mutual Funds | — | — | $995K | 3.5% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $954K | 3.4% | |
| Fidelity Investments Puritan Fund | Mutual Funds | — | — | $753K | 2.7% | |
| Fidelity Investments Freedom Income Fund ** 116 * Notes receivable from participants Interest rates of 4.25% to 9.50% | Mutual Funds | — | — | $745K | 2.7% | |
| Fidelity Investments Freedom 2020 Fund | Mutual Funds | — | — | $632K | 2.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $609K | 2.2% | |
| Fidelity Investments Freedom 2025 Fund | Mutual Funds | — | — | $592K | 2.1% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $583K | 2.1% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $544K | 1.9% | |
| Fidelity Investments Freedom 2045 Fund | Mutual Funds | — | — | $511K | 1.8% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $454K | 1.6% | |
| Federated Hermes Capital Preservation Fund | Other securities | — | — | $429K | 1.5% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $429K | 1.5% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $413K | 1.5% | |
| Fidelity Investments Low-Priced Stock Fund | Mutual Funds | — | — | $406K | 1.4% | |
| Fidelity Investments Freedom 2055 Fund | Mutual Funds | — | — | $390K | 1.4% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $340K | 1.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $340K | 1.2% | |
| Fidelity Investments Freedom 2015 Fund | Mutual Funds | — | — | $313K | 1.1% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $280K | 1.0% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $181K | 0.6% | |
| Fidelity Investments Freedom 2065 Fund | Mutual Funds | — | — | $168K | 0.6% | |
| Fidelity Investments Small Cap Value Fund | Mutual Funds | — | — | $151K | 0.5% | |
| Brandywine Global Opportunities Bond Fund | Other securities | — | — | $122K | 0.4% | |
| Fidelity Investments Real Estate Index Fund | Common Collective Trusts | — | — | $75K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
