Timothy Shanahan signed HCL America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HCL America Inc.'s EIN is 77-0205035.
Download the official 2024 Form 5500 (PDF) for HCL America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HCL America Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINSTRATOR | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SVC INC | 13-2638166 | — | INVESTMENT ADVISORY | $405K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY | 77-0573994 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Time Hybrid 2040 Fund Collective Investment Fund | Common Collective Trusts | — | — | $143.4M | 9.6% | |
| PRIN LIFETIME HYB 2040 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $143.4M | 9.6% | |
| Principal Life Time Hybrid 2035 Fund Collective Investment Fund | Common Collective Trusts | — | — | $139.4M | 9.4% | |
| PRIN LIFETIME HYB 2035 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $139.4M | 9.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $137.8M | 9.3% | |
| Principal Life Time Hybrid 2045 Fund Collective Investment Fund | Common Collective Trusts | — | — | $124.0M | 8.3% | |
| PRIN LIFETIME HYB 2045 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $124.0M | 8.3% | |
| Principal Life Time Hybrid 2030 Fund Collective Investment Fund | Common Collective Trusts | — | — | $109.3M | 7.3% | |
| PRIN LIFETIME HYB 2030 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $109.3M | 7.3% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $94.3M | 6.3% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $94.1M | 6.3% | |
| Principal Life Time Hybrid 2050 Fund Collective Investment Fund | Common Collective Trusts | — | — | $82.1M | 5.5% | |
| PRIN LIFETIME HYB 2050 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $82.1M | 5.5% | |
| Principal Life Time Hybrid 2025 Fund Collective Investment Fund | Common Collective Trusts | — | — | $72.1M | 4.8% | |
| PRIN LIFETIME HYB 2025 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $72.1M | 4.8% | |
| Columbia Global Technology Growth Fund Mutual Fund | Other securities | — | — | $50.8M | 3.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $47.7M | 3.2% | |
| Charles Schwab * Self-directed Brokerage Accounts Various Securities | Self-Directed Brokerage | — | — | $42.8M | 2.9% | |
| Principal Life Time Hybrid 2055 Fund Collective Investment Fund | Common Collective Trusts | — | — | $41.5M | 2.8% | |
| PRIN LIFETIME HYB 2055 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $41.5M | 2.8% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $36.8M | 2.5% | |
| Principal Life Time Hybrid 2020 Fund Collective Investment Fund | Common Collective Trusts | — | — | $25.4M | 1.7% | |
| PRIN LIFETIME HYB 2020 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $25.4M | 1.7% | |
| Principal Mid Cap Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $20.4M | 1.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $20.4M | 1.4% | |
| Principal Mid Cap S&P 400 Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $18.8M | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $18.8M | 1.3% | |
| Principal * Vanguard Intermediate-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $17.8M | 1.2% | |
| participants 10.50% | Bonds / Notes | — | — | $17.8M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $17.0M | 1.1% | |
| Principal Life Time Hybrid 2060 Fund Collective Investment Fund | Common Collective Trusts | — | — | $16.0M | 1.1% | |
| PRIN LIFETIME HYB 2060 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $16.0M | 1.1% | |
| New Perspective Fund Mutual Fund | Other securities | — | — | $15.3M | 1.0% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $13.0M | 0.9% | |
| Vanguard Developing Markets Fund Mutual Fund | Mutual Funds | — | — | $12.6M | 0.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $9.0M | 0.6% | |
| Calvert US Large Cap Core Responsible Fund Mutual Fund | Other securities | — | — | $8.3M | 0.6% | |
| Federated Hermes Kaufmann Small Cap Fund Mutual Fund | Other securities | — | — | $8.1M | 0.5% | |
| Fidelity Advisor Energy Fund Mutual Fund | Mutual Funds | — | — | $8.0M | 0.5% | |
| Invesco Gold & Special Minerals Fund Mutual Fund | Mutual Funds | — | — | $7.8M | 0.5% | |
| Principal Life Time Hybrid Income Fund Collective Investment Fund | Common Collective Trusts | — | — | $7.7M | 0.5% | |
| PRIN LIFETIME HYB INC CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7.7M | 0.5% | |
| Principal Life Time Hybrid 2065 Fund Collective Investment Fund | Common Collective Trusts | — | — | $6.9M | 0.5% | |
| PRIN LIFETIME HYB 2065 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6.9M | 0.5% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $6.3M | 0.4% | |
| Principal Life Time Hybrid 2015 Fund Collective Investment Fund | Common Collective Trusts | — | — | $5.6M | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5.6M | 0.4% | |
| MFS International Instrinsic Value Fund Mutual Fund | Mutual Funds | — | — | $5.3M | 0.4% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $4.6M | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4.5M | 0.3% |
