Jaime Hidalgo signed Assetgenie, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assetgenie, Inc.'s EIN is 81-0681903.
Download the official 2024 Form 5500 (PDF) for Assetgenie, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assetgenie, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAMILTON CAPITAL | 83-3000171 | — | INVESTMENT ADVISORY | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| HAMILTON CAPITAL DYNAMIC EQUITY R HAND BENEFITS & TRUST · EIN 74-2008758 / PN 217 | Common Collective Trust | — | — | $10.4M | 94.4% | |
| HAMILTON CAPITAL TARGETED OPPORTUNI HAND BENEFITS & TRUST · EIN 74-2008758 / PN 219 | Common Collective Trust | — | — | $369K | 3.4% | |
| HAMILTON CAPITAL DYNAMIC BALANCED R HAND BENEFITS & TRUST · EIN 74-2008758 / PN 220 | Common Collective Trust | — | — | $151K | 1.4% | |
| Transamerica Stable Value Ascend Option | Stable Value | — | — | $2K | <0.1% | |
| HAMILTON CAPITAL DYNAMIC INCOME R HAND BENEFITS & TRUST · EIN 74-2008758 / PN 221 | Common Collective Trust | — | — | $345 | <0.1% | |
| HAMILTON CAPITAL DYNAMIC BOND R HAND BENEFITS & TRUST · EIN 74-2008758 / PN 218 | Common Collective Trust | — | — | $91 | <0.1% |
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 |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | — | TPA | $3K | — |
