KERI Kocur signed Vanasse Hangen Brustlin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vanasse Hangen Brustlin, Inc.'s EIN is 04-2931679.
Download the official 2024 Form 5500 (PDF) for Vanasse Hangen Brustlin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vanasse Hangen Brustlin, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
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 | 84-0467907 | — | NONE | $585K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $103K | — |
| PKF O'CONNOR DAVIES LLP |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES/UNITS Fidelity Contrafund K6 1,793,106 | Mutual Funds | — | — | $55.7M | 12.0% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $55.0M | 11.9% | |
| GUARANTEED INTEREST ACCOUNT * SAGIC Diversified I Guaranteed Interest Account | Other securities | — | — | $49.0M | 10.6% | |
| MASSMUTUAL SELECT TRP RETIRE 2040 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $32.1M | 6.9% | |
| MASSMUTUAL SELECT TRP RETIRE 2050 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $28.2M | 6.1% | |
| MASSMUTUAL SELECT TRP RETIRE 2030 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $24.8M | 5.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2055 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20.2M | 4.3% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $19.9M | 4.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2045 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17.6M | 3.8% | |
| MASSMUTUAL SELECT TRP RETIRE 2035 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17.5M | 3.8% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $15.6M | 3.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14.0M | 3.0% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $13.5M | 2.9% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $10.8M | 2.3% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.9M | 2.1% | |
| Goldman Sachs Small Cap Value Insights R6 162,511 | Other securities | — | — | $9.0M | 1.9% | |
| Calvert US Large Cap Core Responsible Index I 170,689 | Other securities | — | — | $8.7M | 1.9% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $8.6M | 1.8% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $8.5M | 1.8% | |
| MASSMUTUAL SELECT TRP RETIRE 2025 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $8.3M | 1.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7.2M | 1.6% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.7M | 1.4% | |
| Allspring Special Mid Cap Value Fund 117,148 | Other securities | — | — | $5.6M | 1.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2020 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.4M | 0.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2010 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.3M | 0.7% | |
| INVESCO REAL ESTATE R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.8M | 0.6% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| Notes Receivable from Participants 10.50%) - | Bonds / Notes | — | — | $2.6M | 0.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 0.4% | |
| Participant Loan Contributions Not Pending Repayments are Corrected Outside Corrected Correction in included: VFCP X - $ | Participant loans | — | — | $1.7M | 0.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2015 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $687K | 0.1% | |
| PIMCO COMMODITY REAL RET STRAT INST MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $409K | <0.1% | |
| MASSMUTUAL STRATEGIC BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GROWTH OPPS I MASSMUTUAL · EIN 90-0779283 / 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.
| — |
| DEPTFORD, NJ |
| NONE |
| $7K |
| — |
