Russell Stein signed Huddl3 Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huddl3 Group's EIN is 85-2208820.
Download the official 2024 Form 5500 (PDF) for Huddl3 Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huddl3 Group'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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WERTZ & COMPANY | 02-0639624 | — | ACCOUNTANT | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $6.5M | 18.1% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $3.7M | 10.4% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.4M | 9.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.7M | 7.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2.4M | 6.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.0M | 5.6% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $1.8M | 4.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.6M | 4.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.6M | 4.6% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| NB SM CAP GR GG TRUST R WILMINGTON TRUST COMPANY · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| PUT LARGE CAP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| JAN HEND ENTERPRISE CF III WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $994K | 2.8% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $920K | 2.6% | |
| GGT FID AM CP FI CIT U WILMINGTON TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $780K | 2.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $644K | 1.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $541K | 1.5% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $404K | 1.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $355K | 1.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $195K | 0.5% |
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
