KIM Beech signed HKA Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HKA Global, LLC's EIN is 81-4602170.
Download the official 2024 Form 5500 (PDF) for HKA Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HKA Global, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $339 | — |
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 | |||||
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $11.2M | 18.6% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $7.0M | 11.7% | |
| Blackrock Funds Blackrock Lifepath 2045 | Other securities | — | — | $4.7M | 7.9% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $4.5M | 7.5% | |
| Blackrock Funds Blackrock Lifepath Retirement | Other securities | — | — | $3.7M | 6.2% | |
| Blackrock Funds Blackrock Lifepath Index 2060 | Other securities | — | — | $3.6M | 6.1% | |
| Blackrock Funds Blackrock Lifepath 2050 | Other securities | — | — | $3.0M | 5.0% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.8M | 4.6% | |
| Blackrock Funds Blackrock Lifepath 2030 | Other securities | — | — | $2.7M | 4.5% | |
| Vanguard Total Stock Admiral | Mutual Funds | — | — | $2.7M | 4.4% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $2.3M | 3.9% | |
| Blackrock Funds Blackrock Lifepath 2055 | Other securities | — | — | $2.2M | 3.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.0M | 3.4% | |
| Blackrock Funds Blackrock Lifepath 2040 | Other securities | — | — | $1.7M | 2.8% | |
| Blackrock Funds Blackrock Lifepath 2035 | Other securities | — | — | $1.6M | 2.6% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $1.6M | 2.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.5M | 2.4% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $608K | 1.0% | |
| Pioneer Investments Pioneer Strategic Income K | Other securities | — | — | $463K | 0.8% | |
| Participants Participant Loans Rates from 3.25% to 8.50% | Bonds / Notes | — | — | $214K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
