Gracia ANG signed Hankey Investment Company LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hankey Investment Company LP's EIN is 95-4361557.
Download the official 2024 Form 5500 (PDF) for Hankey Investment Company LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hankey Investment Company LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 Fund | Mutual Funds | — | — | $47.1M | 43.5% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $25.3M | 23.3% | |
| Vanguard Group Vanguard Real Estate Index Institutional Fund | Mutual Funds | — | — | $10.0M | 9.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $9.0M | 8.3% | |
| Victory Funds Victory Sycamore Small Company Opportunity I Fund | Common Stocks | — | — | $5.0M | 4.6% | |
| American Funds American Funds EUPAC R6 Fund | Mutual Funds | — | — | $3.9M | 3.6% | |
| Notes receivable from participants Interest Rates - 4.00% to 9.50% | Bonds / Notes | — | — | $3.5M | 3.2% | |
| Principal Global Investors Trust Co Principal Core Fixed Income Separate Account-Z | Pooled Separate Accounts | — | — | $2.8M | 2.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.8M | 2.6% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KOBAYASHI & COMPANY | 95-4297925 | — | ACCOUNTANT | $42K | — |
