XUAN Hoang signed Hanna, Brophy, Maclean, McAleer's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hanna, Brophy, Maclean, McAleer's EIN is 94-2709617.
Download the official 2024 Form 5500 (PDF) for Hanna, Brophy, Maclean, McAleer from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hanna, Brophy, Maclean, McAleer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.6M | 26.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $7.4M | 20.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.6M | 9.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.0M | 8.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $1.4M | 3.8% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| SMALL CAP GROWTH II - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $796K | 2.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $714K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $678K | 1.9% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $644K | 1.8% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $614K | 1.7% | |
| INTERNATIONAL GR II I1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $611K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $555K | 1.5% | |
| GS EMERGING MKTS EQUITY INC IN | Registered Investment Companies | — | — | $457K | 1.3% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $452K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $391K | 1.1% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $358K | 1.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $256K | 0.7% | |
| COLUMBIA STRATEGIC INCOME I2 | Registered Investment Companies | — | — | $211K | 0.6% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $191K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $185K | 0.5% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $170K | 0.5% | |
| CALVERT BOND FUND I 385 REGISTERED INVESTMENT COMPANY CALVERT INTL RES IDX I 71 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD SVC | Registered Investment Companies | — | — | $160K | 0.4% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $60K | 0.2% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $59K | 0.2% | |
| CALVERT US LC CORE RESP INDX I | 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.
| INVESTMENT/FINANCIAL ADVI |
| $67K |
| — |
