Ximena Cuevas Arias signed Anderson HAY & Grain Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anderson HAY & Grain Co., Inc.'s EIN is 91-0718482.
Download the official 2024 Form 5500 (PDF) for Anderson HAY & Grain Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anderson HAY & Grain Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | 71-1004774 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 | Mutual Funds | — | — | $1.6M | 11.2% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $1.5M | 10.8% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.4M | 9.6% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $1.1M | 7.5% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $910K | 6.5% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $678K | 4.8% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $666K | 4.7% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $643K | 4.6% | |
| Fidelity Value | Mutual Funds | — | — | $591K | 4.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $590K | 4.2% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $399K | 2.8% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $328K | 2.3% | |
| Participant Loans * Participants Interest Rates 4.25 - 9.50% - | Bonds / Notes | — | — | $285K | 2.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $279K | 2.0% | |
| American Century Small Cap Value Inv 505 American Funds New Perspective Fund | Mutual Funds | — | — | $253K | 1.8% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $224K | 1.6% | |
| Fidelity Total Bond | Mutual Funds | — | — | $220K | 1.6% | |
| Invesco Divrs Divd R5 | Mutual Funds | — | — | $219K | 1.6% | |
| iShares S&P Small-Cap 600 Value ETF | Other securities | — | — | $205K | 1.5% | |
| Fidelity Fid Gov Mmkt | Mutual Funds | — | — | $201K | 1.4% | |
| Conestoga Capital Advisors Small Cap Inv | Other securities | — | — | $155K | 1.1% | |
| Fidelity International | Mutual Funds | — | — | $130K | 0.9% | |
| Northern Institutional Small Cap Value | Other securities | — | — | $124K | 0.9% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $119K | 0.8% | |
| iShares Lehman 10-20 Yr Treasury Bd ETF | Other securities | — | — | $118K | 0.8% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $114K | 0.8% | |
| PGIM Investments J Mid- Cap Gr A | Other securities | — | — | $113K | 0.8% | |
| Fidelity Balanced | Mutual Funds | — | — | $109K | 0.8% | |
| Vanguard Ultra Short Term Bond Adm | Mutual Funds | — | — | $99K | 0.7% | |
| Fidelity Freedom 2070 427 * Fidelity Freedom Income | Mutual Funds | — | — | $88K | 0.6% | |
| Vanguard International Equity Index Fd Inc | Common Collective Trusts | — | — | $79K | 0.6% | |
| NVIDIA Corporation Shares | Common Stocks | — | — | $78K | 0.6% | |
| YieldMax Magnificent 7 Fund 250 Vanguard Internaltional equity Index FDSFTSE | Common Collective Trusts | — | — | $51K | 0.4% | |
| iShares Russell 1000 Value | Common Collective Trusts | — | — | $51K | 0.4% | |
| Morgan Stanley International Advantage | Other securities | — | — | $45K | 0.3% | |
| American Funds High Income Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Brookfield Global Listed Infrastructure | Other securities | — | — | $41K | 0.3% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $41K | 0.3% | |
| Brown Advisory Sustainable Growth | Other securities | — | — | $30K | 0.2% | |
| American Beacon Shapiro Equity Opportunities | Other securities | — | — | $28K | 0.2% | |
| Artisan Intl Value Fund Instl | Other securities | — | — | $25K | 0.2% | |
| RBC Small Cap Value | Other securities | — | — | $23K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $17K | 0.1% | |
| Lord Abbett Bond Debenture Class Y | U.S. Treasuries | — | — | $16K | 0.1% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $15K | 0.1% | |
| Conestoga Capital Advisors Smid Cap Fund Institutional | Other securities | — | — | $15K | 0.1% | |
| MFS Mid Cap Growth R3 | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Real Estate Invs | Mutual Funds | — | — | $12K | <0.1% | |
| Northern Small Cap Core | Other securities | — | — | $11K | <0.1% | |
| RBC Emerging Markets Equity | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
