Rhonna Duntenschachte signed H Lodge, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H Lodge, LLC's EIN is 93-1172480.
Download the official 2023 Form 5500 (PDF) for H Lodge, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)H Lodge, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
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 | $770 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pimco Realpath Blend 2035 Fund Institutional Class a | Mutual Funds | — | — | $918K | 15.1% | |
| Pimco Realpath Blend 2030 Fund Institutional Class a | Mutual Funds | — | — | $798K | 13.1% | |
| Pimco Realpath Blend 2045 Fund Institutional Class a | Mutual Funds | — | — | $781K | 12.9% | |
| s * Fidelity 500 Index Fund a | Mutual Funds | — | — | $777K | 12.8% | |
| Pimco Realpath Blend 2050 Fund Institutional Class a | Mutual Funds | — | — | $662K | 10.9% | |
| Pimco Realpath Blend 2040 Fund Institutional Class a | Mutual Funds | — | — | $555K | 9.1% | |
| Pimco Realpath Blend 2055 Fund Institutional Class a | Mutual Funds | — | — | $414K | 6.8% | |
| Pimco Realpath Blend 2025 Fund Institutional Class a | Mutual Funds | — | — | $276K | 4.5% | |
| Pimco Realpath Blend Income Fund Institutional Class a | Mutual Funds | — | — | $273K | 4.5% | |
| Voya Intermediate Bond Fund Class I a | Other securities | — | — | $184K | 3.0% | |
| ClearBridge Small Cap Growth Fund Class I a | Other securities | — | — | $113K | 1.9% | |
| T. Rowe Price Blue Chip Growth Fund Advisor Class a | Other securities | — | — | $82K | 1.4% | |
| installments Maturing 2024 - 2029 (face value equals current value) | Other securities | — | — | $58K | 1.0% | |
| MFS International Growth Fund Class R6 a | Mutual Funds | — | — | $46K | 0.8% | |
| Baron Focused Growth Fund R6 Shares a | Other securities | — | — | $28K | 0.5% | |
| JPMorgan US Value Fund Class R6 a | Other securities | — | — | $25K | 0.4% | |
| Diamond Hill Select Fund Class I a | Other securities | — | — | $21K | 0.3% | |
| Royce Small Cap Growth a | Other securities | — | — | $14K | 0.2% | |
| American Beacon American Beacon Small Cap Value Investor Class a | Other securities | — | — | $11K | 0.2% | |
| Pimco RAE PLUS EMG Fund Institutional Class a | Mutual Funds | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
