Hampton Tedder Electric Company's EIN is 95-2485945.
Download the official 2024 Form 5500 (PDF) for Hampton Tedder Electric Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hampton Tedder Electric Company's plan includes 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 | BOSTON, MA | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | CLAREMONT, CA | INVESTMENT ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity BrokerageLink Account Various | Mutual Funds | — | — | $20.0M | 75.1% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 5.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $689K | 2.6% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $605K | 2.3% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $563K | 2.1% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $548K | 2.1% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $389K | 1.5% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $361K | 1.4% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $174K | 0.7% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $154K | 0.6% | |
| iShares S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $154K | 0.6% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $113K | 0.4% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund 6 * Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Putnam Core Equity Fund Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| Putnam Global Technology Fund Mutual Fund | Mutual Funds | — | — | $14K | <0.1% | |
| JPMorgan Mid Cap Value Fund Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| Investments ClearBridge Select Fund Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Invesco Discovery Large Cap Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Nuveen Small Cap Growth Opportunities Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Capital & Income Fund Mutual Fund | 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.
