Susan H. Perry signed Hacienda, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hacienda, Inc.'s EIN is 86-0253158.
Download the official 2024 Form 5500 (PDF) for Hacienda, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hacienda, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 O | 86-0253158 | — | RECORDKEEPER | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MANANGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 25 VANGUARD TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $1.3M | 9.9% | |
| 22 VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $1.1M | 8.6% | |
| 9 VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $1.0M | 7.8% | |
| 33 VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $886K | 6.9% | |
| 21 VANGUARD TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $726K | 5.6% | |
| 6 VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $699K | 5.4% | |
| 24 VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $674K | 5.2% | |
| 20 VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $644K | 5.0% | |
| 23 VANGUARD TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $629K | 4.9% | |
| 30 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $509K | 4.0% | |
| PARTICIPANT LOANS 4.25% - 9.50% INTEREST RATE - | Bonds / Notes | — | — | $461K | 3.6% | |
| 5 VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $452K | 3.5% | |
| 11 VANGUARD INFORMATION TECHNOLOGY IDX ADM | Common Collective Trusts | — | — | $448K | 3.5% | |
| 3 PGIM FLOATING RATE INCOME R6 | Bonds / Notes | — | — | $437K | 3.4% | |
| 14 VANGUARD MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $425K | 3.3% | |
| 7 VANGUARD EMERGING MKTS STOCK IDX ADM | Common Collective Trusts | — | — | $376K | 2.9% | |
| 19 VANGUARD TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $320K | 2.5% | |
| 12 VANGUARD MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $217K | 1.7% | |
| 15 VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $206K | 1.6% | |
| 4 PGIM SHORT DURATION HIGH YIELD INCOME R6 | Other securities | — | — | $196K | 1.5% | |
| 31 VANGUARD TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $161K | 1.3% | |
| 26 VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $136K | 1.1% | |
| 2 COHEN & STEERS COHEN & STEERS PREFERRED SEC & INC I | Common Stocks | — | — | $128K | 1.0% | |
| 1 AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $120K | 0.9% | |
| 18 VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $117K | 0.9% | |
| FIXED ANNUITIES 34 GREAT-WEST GUARANTEED INTEREST FUND | Other securities | — | — | $71K | 0.6% | |
| 10 VANGUARD HEALTH CARE INDEX ADM | Mutual Funds | — | — | $66K | 0.5% | |
| 8 VANGUARD ENERGY ADM | Mutual Funds | — | — | $62K | 0.5% | |
| 28 VANGUARD TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $57K | 0.4% | |
| 27 VANGUARD TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $57K | 0.4% | |
| 29 VANGUARD TARGET RETIREMENT INCOME INV | Mutual Funds | — | — | $53K | 0.4% | |
| 32 VANGUARD TREASURY MONEY MARKET | Mutual Funds | — | — | $49K | 0.4% | |
| 16 VANGUARD SMALL CAP GROWTH INDEX ADMIRAL ** 811 17 VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $31K | 0.2% | |
| 13 VANGUARD MID-CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS FIN NETWORK LL | — | — | INVESTMENT ADVISOR | $40K | — |
| ADP RELIANCE TRUST COMPANY | — | — | RK, INVESTMENT MANAGEMENT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDBERG PERRY LLC | 83-2568560 | — | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, PL | — | — | AUDITOR | $11K | — |
