Elena Acosta signed HDH Instruments, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HDH Instruments, LP's EIN is 74-1987201.
Download the official 2024 Form 5500 (PDF) for HDH Instruments, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HDH Instruments, 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 | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $127 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Talcott Resolution Life Insurance Guaranteed Investment Contract | Stable Value | — | — | $6.1M | 41.7% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $952K | 6.6% | |
| I Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $558K | 3.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $531K | 3.6% | |
| T. Rowe Price Balanced I Mutual Fund | Other securities | — | — | $518K | 3.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $442K | 3.0% | |
| American Funds International Gr and Inc R6 Mutual Fund | Mutual Funds | — | — | $437K | 3.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $422K | 2.9% | |
| MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $390K | 2.7% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $262K | 1.8% | |
| Clearbridge Small Cap Growth IS Mutual Fund | Other securities | — | — | $148K | 1.0% | |
| JP Morgan Mid Cap Growth R3 Mutual Fund | Other securities | — | — | $87K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $85K | 0.6% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $80K | 0.6% | |
| Allspring Core Bond R6 Mutual Fund | Other securities | — | — | $62K | 0.4% | |
| American Century Small Cap Growth A Mutual Fund | Other securities | — | — | $42K | 0.3% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $16K | 0.1% | |
| JP Mprgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | 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.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | 74-2715820 | WACO, TX | CONTRACT ADMIN | $1K | — |
