Patrick Soken signed Hawktree International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hawktree International, Inc.'s EIN is 99-0090520.
Download the official 2024 Form 5500 (PDF) for Hawktree International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hawktree International, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $4.4M | 26.7% | |
| KEY GUARANTEED PORTFOLIO FUND FULLY BENEFIT-RESPONSIVE INV C | Other securities | — | — | $1.7M | 10.5% | |
| PUTNAM DYNAMIC ASSET ALLOC BAL MUTUAL FUND | Mutual Funds | — | — | $1.6M | 9.7% | |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | Common Collective Trusts | — | — | $1.5M | 9.4% | |
| MFS RESEARCH INTERNATIONAL R4 MUTUAL FUND | Mutual Funds | — | — | $807K | 4.9% | |
| AB LARGE CAP GROWTH ADV MUTUAL FUND | Other securities | — | — | $699K | 4.3% | |
| VANGUARD INTERM-TERM BOND INDE MUTUAL FUND | Mutual Funds | — | — | $653K | 4.0% | |
| BLACKROCK 20/80 TARGET ALLOC K MUTUAL FUND | Other securities | — | — | $559K | 3.4% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $530K | 3.2% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $497K | 3.0% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $462K | 2.8% | |
| PUTNAM EQUITY INCOME Y MUTUAL FUND | Mutual Funds | — | — | $421K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND | Mutual Funds | — | — | $401K | 2.4% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $336K | 2.0% | |
| BLACKROCK MID-CAP GROWTH EQUIT MUTUAL FUND | Other securities | — | — | $307K | 1.9% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $216K | 1.3% | |
| FIDELITY ADVISOR TOTAL BOND I MUTUAL FUND | Mutual Funds | — | — | $214K | 1.3% | |
| DFA GLOBAL REAL ESTATE SECURIT MUTUAL FUND | Mutual Funds | — | — | $207K | 1.3% | |
| VANGUARD MID CAP INDEX FUND - MUTUAL FUND | Common Collective Trusts | — | — | $184K | 1.1% | |
| JPMORGAN SMALL CAP GROWTH R6 MUTUAL FUND | Other securities | — | — | $140K | 0.8% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $125K | 0.8% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $97K | 0.6% | |
| PUTNAM DYNAMIC ASSET ALLOC GRW MUTUAL FUND | Mutual Funds | — | — | $78K | 0.5% | |
| AMERICAN CENTURY SMALL CAP VAL MUTUAL FUND | Other securities | — | — | $71K | 0.4% | |
| AMERICAN FUNDS AMERICAN HI INC MUTUAL FUND | Mutual Funds | — | — | $70K | 0.4% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $55K | 0.3% | |
| PARTICIPANT LOANS Notes receivable 4.25% to 8% | Bonds / Notes | — | — | $46K | 0.3% | |
| MFS MID CAP VALUE R6 MUTUAL FUND | Mutual Funds | — | — | $13K | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| 3 38 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKOH INVESTMENT SERVICES | — | HONOLULUL, HI | BROKER/ADVISE R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| N&K CPAS, INC. | — | HONOLULU, HI | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION GROUP | — | HONOLULU, HI | CONTRACT ADMI | $12K | — |
