Raymond SIU signed Hart Howerton, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hart Howerton, Ltd.'s EIN is 94-2787680.
Download the official 2024 Form 5500 (PDF) for Hart Howerton, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hart Howerton, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s - VANGUARD 500 INDEX ADMIRAL 13,373.5446 | Mutual Funds | — | — | $6.9M | 16.2% | |
| VANGUARD TOTAL STOCK MKT IDX ADM 39,473.0101 | Common Collective Trusts | — | — | $5.3M | 12.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R4 93,345.4138 | Mutual Funds | — | — | $2.4M | 5.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 66,266.2888 | Mutual Funds | — | — | $2.2M | 5.2% | |
| FIDELITY US BOND INDEX 180,180.7621 | Mutual Funds | — | — | $1.9M | 4.4% | |
| AB LARGE CAP GROWTH A 20,754.9864 | Other securities | — | — | $1.8M | 4.3% | |
| * EMPOWER INVESTMENTS FIXED ACCOUNT SERIES V, interest rate @2.44% | Guaranteed Income / GIC | — | — | $1.7M | 3.9% | |
| MASSMUTUAL SMALL CAP GR EQ SVC 120,115.7238 | Other securities | — | — | $1.5M | 3.5% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R4 66,253.8709 | Mutual Funds | — | — | $1.4M | 3.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R4 69,749.4777 | Mutual Funds | — | — | $1.2M | 2.8% | |
| DFA GLOBAL EQUITY I 36,370.6392 | Mutual Funds | — | — | $1.2M | 2.8% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R4 50,588.4012 | Mutual Funds | — | — | $1.1M | 2.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R4 67,241.0438 | Mutual Funds | — | — | $1.0M | 2.4% | |
| AB RELATIVE VALUE Z 156,146.6545 | Other securities | — | — | $1.0M | 2.4% | |
| PARNASSUS CORE EQUITY INVESTOR 16,527.1753 | Other securities | — | — | $960K | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 11,344.4140 | Mutual Funds | — | — | $888K | 2.1% | |
| VICTORY RS INTERNATIONAL A 53,993.6068 | Other securities | — | — | $854K | 2.0% | |
| EMPOWER T ROWE PRICE MDCP GR FUND INV 20,693.0876 | Mutual Funds | — | — | $722K | 1.7% | |
| PUTNAM DYNAMIC ASSET ALLOCATION GROWTH A 37,039.1738 | Mutual Funds | — | — | $709K | 1.7% | |
| VANGUARD UTILITIES INDEX ADM 7,540.7029 | Mutual Funds | — | — | $646K | 1.5% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R4 31,974.0015 | Mutual Funds | — | — | $605K | 1.4% | |
| PIMCO INCOME A 55,214.9369 | Mutual Funds | — | — | $591K | 1.4% | |
| FIDELITY ADVISOR VALUE STRATEGIES A 13,271.9486 | Mutual Funds | — | — | $525K | 1.2% | |
| INVESCO GOLD & SPECIAL MINERALS Y 14,620.1460 | Mutual Funds | — | — | $479K | 1.1% | |
| PIMCO STOCKSPLUS INTL (USD-HEDGED) INST 54,022.3801 | Mutual Funds | — | — | $472K | 1.1% | |
| AMER FUNDS MODERATE G/I PORTFOLIO R6 23,548.2239 | Other securities | — | — | $428K | 1.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R4 20,214.2146 | Mutual Funds | — | — | $409K | 1.0% | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL 7,732.2936 | Mutual Funds | — | — | $408K | 1.0% | |
| BLACKROCK HEALTH SCIENCES OPPS INV A 5,947.4502 | Other securities | — | — | $385K | 0.9% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R4 21,872.7203 | Mutual Funds | — | — | $373K | 0.9% | |
| COHEN & STEERS REAL ESTATE SECURITIES A 22,420.6781 | Other securities | — | — | $369K | 0.9% | |
| FIDELITY SELECT SOFTWARE & IT SERVICES 12,496.4150 | Mutual Funds | — | — | $301K | 0.7% | |
| DFA US SMALL CAP I 6,267.8090 | Mutual Funds | — | — | $282K | 0.7% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE A 3,559.2583 | Other securities | — | — | $278K | 0.6% | |
| BLACKROCK HIGH YIELD INV A 37,964.8908 | Other securities | — | — | $267K | 0.6% | |
| JPMORGAN INVESTOR GROWTH R6 9,893.9371 | Other securities | — | — | $255K | 0.6% | |
| GOLDMAN SACHS GOVERNMENT INCOME INSTL 17,625.3818 | Other securities | — | — | $230K | 0.5% | |
| EMPOWER SHORT DURATION BOND FUND INV 21,292.7731 | Other securities | — | — | $222K | 0.5% | |
| with maturity through 2032 | Other securities | — | — | $144K | 0.3% | |
| FIDELITY NATURAL RESOURCES 3,055.3203 | Mutual Funds | — | — | $139K | 0.3% | |
| PIMCO INT BOND (USD-HEDGED) A 13,538.1826 | U.S. Treasuries | — | — | $133K | 0.3% | |
| PGIM GLOBAL REAL ESTATE R6 4,474.3333 | Other securities | — | — | $87K | 0.2% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R4 3,050.1963 | Mutual Funds | — | — | $53K | 0.1% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R4 2,723.1436 | Mutual Funds | — | — | $37K | <0.1% | |
| BLACKROCK 40/60 TARGET ALLOCATION 2,094.8945 | Other securities | — | — | $26K | <0.1% | |
| EMPOWER SECUREFOUNDATION BALANCED SVC 729.9030 | Other securities | — | — | $10K | <0.1% | |
| DAVIS FINANCIAL Y 39.8624 | 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.
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAH & ASSOCIATES, LLP | — | SAN FRANCISCO, CA | AUDITOR | $10K | — |
