David Orkin signed Hackman Capital Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hackman Capital Partners, LLC's EIN is 95-4665268.
Download the official 2024 Form 5500 (PDF) for Hackman Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hackman Capital Partners, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $35K | — |
| UBS FINANCIAL SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $4.1M | 16.8% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $3.6M | 15.1% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $2.1M | 8.5% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.0M | 8.2% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.8M | 7.4% | |
| FID LG CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $1.8M | 7.4% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $1.1M | 4.8% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $767K | 3.2% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $721K | 3.0% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $636K | 2.6% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $487K | 2.0% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $351K | 1.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $345K | 1.4% | |
| FID LG CAP VAL IDX Mutual fund | Common Collective Trusts | — | — | $299K | 1.2% | |
| Notes receivable from participants 4.50% - 9.50% | Bonds / Notes | — | — | $237K | 1.0% | |
| PIF DVRSD RL AST R6 Mutual fund | Other securities | — | — | $168K | 0.7% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $143K | 0.6% | |
| FID GOVT MMKT K6 Money market fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| ADVISOR |
| $11K |
| — |
