Cassandra Owens signed Houstons, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houstons, Inc.'s EIN is 93-0457161.
Download the official 2024 Form 5500 (PDF) for Houstons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houstons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | 20-0361079 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $7.2M | 43.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2.1M | 12.4% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $1.7M | 10.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $993K | 5.9% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $760K | 4.6% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $657K | 3.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $533K | 3.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $532K | 3.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $442K | 2.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $331K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $217K | 1.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $207K | 1.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $192K | 1.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $128K | 0.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $94K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $91K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $82K | 0.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $64K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $9K |
| — |
