Dale McCormick signed Havtech Investments LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Havtech Investments LLC's EIN is 81-4236511.
Download the official 2024 Form 5500 (PDF) for Havtech Investments LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Havtech Investments LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.4M | 10.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.9M | 9.3% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $4.4M | 8.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.2M | 8.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.0M | 7.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.7M | 7.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.1M | 5.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $3.1M | 5.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.6M | 5.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.2M | 4.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.0M | 3.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.0M | 3.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $933K | 1.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $871K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $827K | 1.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $582K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $512K | 1.0% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $443K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $431K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $400K | 0.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $345K | 0.7% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $332K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $320K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $312K | 0.6% | |
| GOLDMAN GROWTH STRATEGY R6 | Registered Investment Companies | — | — | $254K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $248K | 0.5% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $238K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $218K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $174K | 0.3% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $164K | 0.3% | |
| BRANDYWINE GLBL CORP CREDIT IS | Registered Investment Companies | — | — | $156K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $120K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $113K | 0.2% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $89K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $29K | <0.1% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
