Strong & Hanni, P.C.'s EIN is 87-0404056.
Download the official 2024 Form 5500 (PDF) for Strong & Hanni, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strong & Hanni, P.C.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $8.5M | 19.9% | |
| BlackRock Russ 1k Gro Idx CIT R Common Collective Trust N/A | Common Collective Trusts | — | — | $5.5M | 12.7% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $5.5M | 12.7% | |
| MFS International Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $3.8M | 8.9% | |
| MFS Value R6 Mutual Fund N/A | Mutual Funds | — | — | $3.8M | 8.8% | |
| Vanguard Wellington Adm Mutual Fund N/A | Mutual Funds | — | — | $3.2M | 7.6% | |
| Harbor Bond Instl Mutual Fund N/A | Other securities | — | — | $2.9M | 6.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $2.3M | 5.3% | |
| Standard Stable Asset Guaranteed Investment Contract N/A | Stable Value | — | — | $2.1M | 4.8% | |
| Janus Henderson Triton N Mutual Fund N/A | Mutual Funds | — | — | $2.0M | 4.6% | |
| T.Rowe Price Mid-Cap Value I Mutual Fund N/A | Other securities | — | — | $1.6M | 3.8% | |
| NUVEEN LIFECYCLE INDEX CIT SERIES NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| Columbia Mid Cap Idx Instl 2 Mutual Fund N/A | Common Collective Trusts | — | — | $770K | 1.8% | |
| Hartford Schroders InStk SDR Mutual Fund N/A | Other securities | — | — | $738K | 1.7% | |
| Cohen & Steers Instl Realty Mutual Fund N/A | Other securities | — | — | $509K | 1.2% | |
| PIMCO Income Instl Mutual Fund N/A | Mutual Funds | — | — | $480K | 1.1% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $406K | 0.9% | |
| Nuveen TIAA LifecycIdx40 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $393K | 0.9% | |
| American Century Emrg Mkt R6 Mutual Fund N/A | Other securities | — | — | $347K | 0.8% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 3.25% - 8.50% - | Bonds / Notes | — | — | $280K | 0.7% | |
| Vanguard Inflat Prot Sec Adm Mutual Fund N/A | Mutual Funds | — | — | $197K | 0.5% | |
| Nuveen TIAA LifecycIdx50 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $175K | 0.4% | |
| Nuveen TIAA LifecycIdx60 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $125K | 0.3% | |
| Nuveen TIAA LifecycIdx35 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $100K | 0.2% | |
| Nuveen TIAA LifecycIdx55 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $95K | 0.2% | |
| Nuveen TIAA LifecycIdx30 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $89K | 0.2% | |
| Nuveen TIAA LifecycIdx45 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $58K | 0.1% | |
| Nuveen TIAA LifecycIdx25 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $47K | 0.1% | |
| Allspring Specl SmCap Val R6 Mutual Fund N/A | Other securities | — | — | $30K | <0.1% | |
| Nuveen TIAA LifecycIdx65 CIT J Common Collective Trust N/A | Common Collective Trusts | — | — | $20K | <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 |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $2K | — |
| CHARLES SCHWAB TRUST | 42-1558009 | — | NONE | $0 | — |
