Caroline HAHN signed North American Fire Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North American Fire Holdings, LLC's EIN is 86-3614531.
Download the official 2024 Form 5500 (PDF) for North American Fire Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North American Fire Holdings, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2045 Ins Pre | Common Collective Trusts | — | — | $3.8M | 16.0% | |
| Fidelity Frdm Idx 2040 Ins Pre | Common Collective Trusts | — | — | $3.3M | 13.8% | |
| Fidelity Frdm Idx 2035 Ins Pre | Common Collective Trusts | — | — | $3.1M | 13.0% | |
| Fidelity Frdm Idx 2010 Ins Pre | Common Collective Trusts | — | — | $2.3M | 9.7% | |
| Fidelity Frdm Idx 2025 Ins Pre | Common Collective Trusts | — | — | $2.3M | 9.7% | |
| Fidelity Frdm Idx 2030 Ins Pre | Common Collective Trusts | — | — | $1.8M | 7.6% | |
| Fidelity Frdm Idx 2050 Ins Pre | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| Fidelity Frdm Idx 2020 Ins Pre | Common Collective Trusts | — | — | $1.1M | 4.4% | |
| Fidelity Frdm Idx 2055 Ins Pre | Common Collective Trusts | — | — | $627K | 2.6% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $586K | 2.4% | |
| Notes receivable from participants (3.25%-8.50%) | Bonds / Notes | — | — | $576K | 2.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $488K | 2.0% | |
| Fidelity Frdm Idx 2060 Ins Pre | Common Collective Trusts | — | — | $401K | 1.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $296K | 1.2% | |
| HB&T METLIFE STABLE VAL FD R2 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 044 | Common Collective Trust | — | — | $273K | 1.1% | |
| NW Fixed Select Option | Other securities | — | — | $224K | 0.9% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $203K | 0.8% | |
| Fidelity Frdm Idx 2015 Ins Pre | Common Collective Trusts | — | — | $170K | 0.7% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $148K | 0.6% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $145K | 0.6% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $119K | 0.5% | |
| Non-interest bearing cash | Cash / Money Market | — | — | $104K | 0.4% | |
| Fidelity Frdm Idx Inc Ins Prem | Common Collective Trusts | — | — | $98K | 0.4% | |
| Fidelity Frdm Idx 2065 Ins Pre | Common Collective Trusts | — | — | $77K | 0.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $71K | 0.3% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $61K | 0.3% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $59K | 0.2% | |
| LgCap S&P 500 Index Sep Acct+ | Pooled Separate Accounts | — | — | $54K | 0.2% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $54K | 0.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | — | $54K | 0.2% | |
| Fidelity Adv Sm Cap Val Z Fund | Mutual Funds | — | — | $52K | 0.2% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $45K | 0.2% | |
| Inv Discov R6 Fd | Other securities | — | — | $43K | 0.2% | |
| JP Morgan Core Bond R6 Fund | Other securities | — | — | $38K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $21K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $18K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $15K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | <0.1% |
