Tracia McDougal signed Hart Intercivic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hart Intercivic, Inc.'s EIN is 95-3248916.
Download the official 2024 Form 5500 (PDF) for Hart Intercivic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hart Intercivic, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | OMAHA, NE | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $17.8M | 96.9% | |
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $5.0M | 27.4% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.6M | 13.9% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2.6M | 13.9% | |
| FLEXPATH INDEX+ MODERATE 2055 FUND- WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $711K | 3.9% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $626K | 3.4% | |
| BLACKROCK U.S. DEBT INDEX FUND - CL WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $225K | 1.2% | |
| FLEX PATH INDEX + CONSERVATIVE 2035 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 233 | Common Collective Trust | — | — | $140K | 0.8% | |
| FLEXPATH CONSER RET FUND WILMINGTON TRUST RET AND INS SVC · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $136K | 0.7% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $75K | 0.4% | |
| FLEXPATH INDEX CON 2045 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $62K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $59K | 0.3% | |
| FLEXPATH INDEXAND MO 2065 FUND WILMINGTON TRUSTRET AND INST SERV · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $53K | 0.3% | |
| BLACKROCK EAFE EQ INDEX FUND - CLA WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $40K | 0.2% | |
| FLEXPATH INDEX+ AGGRESSIVE RET R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX CON 2055 R1 WILMINGTON TRUST RETIREMENT AND INST SERV CO · EIN 47-2851418 / PN 225 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 FUN WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 F WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES CO · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
