Hawthorne Ocala Operations LLC's EIN is 86-1723436.
Download the official 2024 Form 5500 (PDF) for Hawthorne Ocala Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawthorne Ocala Operations LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $999K | 23.7% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $779K | 18.5% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $526K | 12.5% | |
| PRIN LIFETIME 2035 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $334K | 7.9% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $331K | 7.9% | |
| Black Rock S&P 500 IndexFund | Common Collective Trusts | — | — | $243K | 5.8% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $233K | 5.5% | |
| Principal Life Insurance Company Principal Lifetme 2055 | Common Stocks | — | — | $212K | 5.0% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $212K | 5.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $173K | 4.1% | |
| Notes leceivable fiomParticipants Inteiest lates 4.25% to 10.5% | Bonds / Notes | — | — | $54K | 1.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $54K | 1.3% | |
| Black Rock Blackrock Infl Pro Bd K Fd | Other securities | — | — | $31K | 0.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Black Rock Blackrock Adv SmCp G KFd | Other securities | — | — | $5K | 0.1% | |
| MFS Investment Manangement MFS Mid-Cap Gowth R5 Fund 107 TIAA Investments Nuveen Large Cap G R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Black Rock Blacktock Mid-Cap Value K Fd | Other securities | — | — | $3K | <0.1% | |
| Cohen & Steers Cohen & Steers REEst Sec Z Fd 69 Fidelity Investments Fidehty Advisor Div Inti Z Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Principal Life Insurance Company Graranteed Option | Common Stocks | — | — | $2K | <0.1% | |
| Principal Life Insurance Company Principal Lifetime 2070 | Common Stocks | — | — | $2K | <0.1% | |
| PRINLIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Black Rock Russ Md-Cp IndexKFund | Other securities | — | — | $1K | <0.1% | |
| Fidelity Investments Fidelity Adv Sm Cap Vai Z Fd 719 Invesco Funds Goup Invesco Comstock R5 Fund 561 Black Rock Russ Sm/Md-Cap IdxKFd | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $49 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC. | 22-2446239 | — | CONTRACT ADMINISTRATOR | $5K | — |
