Maria Hernandez signed Hellmann Worldwide Logistics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hellmann Worldwide Logistics' EIN is 95-4140705.
Download the official 2024 Form 5500 (PDF) for Hellmann Worldwide Logistics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hellmann Worldwide Logistics' plan includes 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Pooled Separate Account | — | — | $6.6M | 19.8% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Pooled Separate Account | — | — | $4.5M | 13.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $3.5M | 10.7% | |
| AB Funds AB Large Cap Growth Fund | Mutual Funds | — | — | $3.5M | 10.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Pooled Separate Account | — | — | $3.3M | 10.0% | |
| Fully Benefit-Responsive Investment Contract * MassMutual Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $3.2M | 9.5% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 4.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Pooled Separate Account | — | — | $1.3M | 3.8% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.8% | |
| Participants Participant Loans Interest Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $942K | 2.8% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $855K | 2.6% | |
| Fidelity Investments Fidelity Growth Strategies K6 | Mutual Funds | — | — | $694K | 2.1% | |
| CORE PLUS BOND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $527K | 1.6% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $386K | 1.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $342K | 1.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $271K | 0.8% | |
| Wells Fargo Allspring Spec Mid Cap Val Fund | Other securities | — | — | $227K | 0.7% | |
| Great Gray Trust Company, LLC IndexSelect Aggressive 2055 | Common Stocks | — | — | $110K | 0.3% | |
| STABLE VALUE CORE 2023 GREAT GRAY TRUST COMPANY, LLC · EIN 90-0779283 / PN 447 | Pooled Separate Account | — | — | $110K | 0.3% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4386547 / PN 301 | Pooled Separate Account | — | — | $72K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4393238 / PN 302 | Pooled Separate Account | — | — | $60K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4403657 / PN 303 | Pooled Separate Account | — | — | $59K | 0.2% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $57K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $51K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4532033 / PN 313 | Pooled Separate Account | — | — | $47K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4543855 / PN 314 | Pooled Separate Account | — | — | $22K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4515825 / PN 312 | Pooled Separate Account | — | — | $19K | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 81-4499160 / PN 310 | Pooled Separate Account | — | — | $4K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 81-4509619 / PN 311 | Pooled Separate Account | — | — | $582 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
