Antonia Klopstein signed Hozhoni Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hozhoni Foundation, Inc.'s EIN is 86-0255127.
Download the official 2024 Form 5500 (PDF) for Hozhoni Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hozhoni Foundation, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FIN INVESTMENT MGMT, INC | 36-3429599 | — | 3(21) FIDUCIARY | $280 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $1.8M | 96.0% | |
| T. Rowe Capital Appreciation Fund | Other securities | — | — | $481K | 25.1% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $362K | 18.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $337K | 17.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $134K | 7.0% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $113K | 5.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $104K | 5.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $80K | 4.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $70K | 3.6% | |
| Participant notes receivable | Other securities | — | — | $58K | 3.0% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $44K | 2.3% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $31K | 1.6% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $25K | 1.3% | |
| Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $19K | 1.0% | |
| JPMorgan Large Capital Growth Fund | Other securities | — | — | $11K | 0.6% | |
| Fidelity VIP Money Market Fund | Mutual Funds | — | — | $10K | 0.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $10K | 0.5% | |
| Fidelity Advisor Small Cap Fund | Mutual Funds | — | — | $9K | 0.5% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FMI Common Stock Fund | Common Stocks | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $1K | <0.1% | |
| Janus Henderson Global Technology Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Morgan Stanley IF Emerging Markets Portfolio Fund | Other securities | — | — | $1K | <0.1% | |
| American Century MidCap Value Fund | Other securities | — | — | $917 | <0.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $872 | <0.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $860 | <0.1% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $848 | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $819 | <0.1% | |
| MFS International New Discovery Fund | Mutual Funds | — | — | $519 | <0.1% | |
| MetWest Total Return Bond Fund | Other securities | — | — | $491 | <0.1% | |
| American Funds Growth Fund of America Fund | Mutual Funds | — | — | $445 | <0.1% | |
| American Funds Fundamental Investors Fund | Mutual Funds | — | — | $418 | <0.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $319 | <0.1% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $259 | <0.1% | |
| Wasatch Small Cap Growth Fund | Other securities | — | — | $254 | <0.1% | |
| MFS Value Fund | Mutual Funds | — | — | $243 | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $217 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
