Athena WONG signed Hexagon USA Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hexagon USA Holdings, Inc.'s EIN is 81-3982430.
Download the official 2024 Form 5500 (PDF) for Hexagon USA Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hexagon USA Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.8M | 10.7% | |
| PRINCIPAL LT HY 2045 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.6M | 10.3% | |
| PRINCIPAL LT HY 2035 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.3M | 9.9% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $5.2M | 8.2% | |
| PRINCIPAL LT HY 2055 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.7M | 5.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.3M | 5.2% | |
| PRINCIPAL LT HY 2040 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.3M | 5.1% | |
| PRINCIPAL LT HY 2030 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.1M | 4.8% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.0M | 4.7% | |
| PRINCIPAL LT HY 2050 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.4M | 3.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $2.0M | 3.2% | |
| PRINCIPAL LT HY 2025 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.7M | 2.7% | |
| PRINCIPAL LT HY 2060 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 2.6% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| PRINCIPAL LT HY 2065 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| PRINCIPAL LT HY INC Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $757K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $749K | 1.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $611K | 1.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $462K | 0.7% | |
| PRINCIPAL LT HY 2020 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $448K | 0.7% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $438K | 0.7% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $405K | 0.6% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $312K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $205K | 0.3% | |
| PRINCIPAL LT HY 2015 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $41K | <0.1% | |
| PRINCIPAL LT HY 2070 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $36K |
| — |
