Michelle Hope signed Master-Halco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Master-Halco, Inc.'s EIN is 95-2871932.
Download the official 2024 Form 5500 (PDF) for Master-Halco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Master-Halco, Inc.'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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS LLC | — | MIAMI, FL | INVESTMENT ADVISOR | $120K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RFFTX AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $10.7M | 14.4% | |
| RFETX AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $8.8M | 11.8% | |
| RFGTX AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $7.2M | 9.7% | |
| RFDTX AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $6.9M | 9.4% | |
| LRFHTX AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $5.0M | 6.7% | |
| SGVTQ0 SAGIC DIVERSIFIED BOND II | Other securities | — | — | $4.9M | 6.6% | |
| RFKTX AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.4M | 4.5% | |
| RFITX AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.2M | 4.3% | |
| RRCTX AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.2M | 4.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.0M | 4.1% | |
| from Participants dates through 7/03/2033. | Other securities | — | — | $2.6M | 3.4% | |
| RFUTX AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $2.5M | 3.4% | |
| NFIAX VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $2.2M | 3.0% | |
| VWUAX VANGUARD US GROWTH ADM | Mutual Funds | — | — | $1.9M | 2.5% | |
| VTSAX VANGUARD TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| RWMGX AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $1.0M | 1.4% | |
| VIMAX VANGUARD MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $874K | 1.2% | |
| RFJTX AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $708K | 1.0% | |
| VSMAX VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $678K | 0.9% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $634K | 0.9% | |
| BMGKX BLACKROCK MID-CAP GROWTH EQUITY K | Other securities | — | — | $526K | 0.7% | |
| CSZIX COHEN & STEERS REAL ESTATE SECURITIES Z - * JLGMX JPMORGAN LARGE CAP GROWTH R6 - * IDVSX MORGAN STANLEY INST INTL ADVTG IS | Other securities | — | — | $473K | 0.6% | |
| S6036R CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $436K | 0.6% | |
| RLBGX AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $395K | 0.5% | |
| PRILX PARNASSUS CORE EQUITY - INST | Other securities | — | — | $326K | 0.4% | |
| QUAZX AB SMALL CAP GROWTH Z | Other securities | — | — | $301K | 0.4% | |
| RERGX AMERICAN FUNDS EUROPACIFIC GR R6 - * RNWGX AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $229K | 0.3% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $226K | 0.3% | |
| BRHYX BLACKROCK HIGH YIELD K | Other securities | — | — | $209K | 0.3% | |
| VVIAX VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $161K | 0.2% | |
| PFORX PIMCO INT BOND (USD-HEDGED) INST | U.S. Treasuries | — | — | $145K | 0.2% | |
| RFTTX AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $131K | 0.2% | |
| MKSXX MASS MUTUAL US GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | — | $16K | <0.1% | |
| 103(a)(3)(C) – 29 with the Employee Retirement Income Security Act of 1974 (ERISA) Section 103(a)(3)(C) pursuant to CFR 2520.103-8 | Other securities | — | $3K | $3K | <0.1% |
