Hunter-Davisson, Inc.'s EIN is 93-0549473.
Download the official 2024 Form 5500 (PDF) for Hunter-Davisson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hunter-Davisson, 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 |
|---|---|---|---|---|---|
| MARTEL WEALTH ADVISORS | 91-2092070 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm 5,621 shares | Common Collective Trusts | — | — | $3.1M | 15.7% | |
| JPMorgan Large Cap Growth R6 24,681 shares | Other securities | — | — | $2.1M | 10.6% | |
| Dodge & Cox Income 135,741 shares | Mutual Funds | — | — | $1.7M | 8.6% | |
| Vanguard Equity-Income Adm 18,627 shares | Mutual Funds | — | — | $1.6M | 8.4% | |
| Standard Stable Asset A 46,258 shares | Other securities | — | — | $1.6M | 8.3% | |
| American Funds Europacific Gr R6 29,786 shares | Mutual Funds | — | — | $1.6M | 8.2% | |
| Vanguard Small Cap Index Adm 11,202 shares | Mutual Funds | — | — | $1.3M | 6.6% | |
| Vanguard Information Technology Idx Adm 3,025 shares | Common Collective Trusts | — | — | $963K | 4.9% | |
| Vanguard Developed Markets Idx Adm 60,413 shares | Common Collective Trusts | — | — | $928K | 4.8% | |
| Vanguard Mid-Cap Growth Index Adm 6,513 shares | Mutual Funds | — | — | $712K | 3.7% | |
| Vanguard Target Retirement 2045 Inv 17,844 shares | Mutual Funds | — | — | $529K | 2.7% | |
| Vanguard Mid Cap Index Adm 1,601 shares | Mutual Funds | — | — | $523K | 2.7% | |
| Vanguard Interm-Term Bond Index Adm 43,506 shares | Mutual Funds | — | — | $441K | 2.3% | |
| Vanguard Mid-Cap Value Index Adm 5,020 shares | Mutual Funds | — | — | $421K | 2.2% | |
| American Funds American Balanced R6 9,704 shares | Mutual Funds | — | — | $333K | 1.7% | |
| Vanguard Target Retirement 2035 Inv 13,846 shares | Mutual Funds | — | — | $332K | 1.7% | |
| Cohen & Steers Instl Realty Shares 6,266 shares | Other securities | — | — | $300K | 1.5% | |
| Vanguard Target Retirement 2055 Inv 4,455 shares | Mutual Funds | — | — | $248K | 1.3% | |
| Vanguard Target Retirement 2060 Inv 4,070 shares | Mutual Funds | — | — | $209K | 1.1% | |
| August 2041 -0- | Other securities | — | — | $144K | 0.7% | |
| Vanguard Target Retirement 2025 Inv 7,090 shares | Mutual Funds | — | — | $133K | 0.7% | |
| American Funds Capital World G/I R6 1,619 shares | Mutual Funds | — | — | $103K | 0.5% | |
| Vanguard Target Retirement 2065 Inv 2,923 shares | Mutual Funds | — | — | $98K | 0.5% | |
| American Funds New Perspective R6 1,363 shares | Mutual Funds | — | — | $85K | 0.4% | |
| Fidelity US Sustainability Index Fund 604 shares | Common Collective Trusts | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Inv 422 shares | Mutual Funds | — | — | $11K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
