Melissa Visser signed Hornblower Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hornblower Group, Inc.'s EIN is 94-3460564.
Download the official 2024 Form 5500 (PDF) for Hornblower Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hornblower Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $35K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2050 Fund Investor Shares | Mutual Funds | — | — | $12.2M | 12.0% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $11.6M | 11.4% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | Mutual Funds | — | — | $11.6M | 11.4% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | Mutual Funds | — | — | $10.7M | 10.5% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $9.0M | 8.8% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | — | $8.6M | 8.4% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | Mutual Funds | — | — | $6.9M | 6.8% | |
| Vanguard 500 Index - Admiral | Common Collective Trusts | — | — | $5.6M | 5.5% | |
| JPMorgan Large Cap Growth - R6 | Other securities | — | — | $4.1M | 4.0% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | Mutual Funds | — | — | $2.6M | 2.5% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $2.5M | 2.4% | |
| dates ranging from January 2025 - February 2039 | Other securities | — | — | $2.1M | 2.0% | |
| Vanguard Target Retirement Income Fund Investor Shares | Mutual Funds | — | — | $1.1M | 1.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Vanguard Midcap Index - Admiral | Mutual Funds | — | — | $788K | 0.8% | |
| BrokerageLink | Other securities | — | — | $747K | 0.7% | |
| Vanguard Small Cap Index - Admiral | Mutual Funds | — | — | $732K | 0.7% | |
| Vanguard Total Institutional Stock - Admiral | Mutual Funds | — | — | $501K | 0.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $421K | 0.4% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $411K | 0.4% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $360K | 0.4% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $289K | 0.3% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $286K | 0.3% | |
| Principal Small Cap Growth I - R6 | Other securities | — | — | $251K | 0.2% | |
| PGIM Total Return Bond - R6 | Other securities | — | — | $190K | 0.2% | |
| Allspring Special Small Cap Value - R6 | Other securities | — | — | $185K | 0.2% | |
| Vanguard Total Bond Market - Admiral | Mutual Funds | — | — | $86K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | Mutual Funds | — | — | $84K | <0.1% | |
| Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $67K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
