Donna L. Fugaro signed Humanscale Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Humanscale Corporation's EIN is 11-2793425.
Download the official 2024 Form 5500 (PDF) for Humanscale Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Humanscale Corporation's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $65.5M | 96.9% | |
| REGISTERED INVESTMENT COMPANIES * Vanguard Trgt Retire 2045 FD | Mutual Funds | — | $455K | $13.9M | 20.5% | |
| JP Morgan Lrg Cap Growth Fnd R6 | Other securities | — | $88K | $6.8M | 10.0% | |
| Vanguard Trgt Retire 2035 FD | Mutual Funds | — | $203K | $5.6M | 8.2% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | Common Collective Trusts | — | — | $4.8M | 7.2% | |
| Vangrd Trgt Retire 2055 Fd | Other securities | — | $142K | $4.4M | 6.5% | |
| Vanguard Trgt Retire 2040 Fd | Mutual Funds | — | $90K | $2.6M | 3.9% | |
| American Funds Am Balanced R6 | Mutual Funds | — | $84K | $2.6M | 3.8% | |
| Vanguard Trgt Retire 2025 Fd | Mutual Funds | — | $104K | $2.5M | 3.6% | |
| Vanguard Equity income Fund Adm | Mutual Funds | — | $55K | $2.1M | 3.1% | |
| American Funds Wash Mutual Inv R6 | Mutual Funds | — | $44K | $2.0M | 2.9% | |
| Vanguard Trgt Retire 2050 Fd | Mutual Funds | — | $55K | $1.7M | 2.5% | |
| Vanguard International Grwth | Mutual Funds | — | $54K | $1.5M | 2.2% | |
| FUNDS HELD IN INSURANCE COMPANY GENERAL ACCOUNT * Voya Fixed Account (4062) | Common Stocks | — | — | $1.4M | 2.1% | |
| Vanguard Trgt Retire 2060 Fnd Inv | Mutual Funds | — | $42K | $1.3M | 2.0% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | $45K | $1.2M | 1.8% | |
| MFS Midcap Growth Fund R6 | Mutual Funds | — | $46K | $1.2M | 1.8% | |
| DFA U.S. Targeted Value Port Inst | Mutual Funds | — | $29K | $1.2M | 1.7% | |
| Fidelity Sm Cp Ind Fd In Pr C | Mutual Funds | — | $63K | $975K | 1.4% | |
| Victory Sycme Established Value F | Other securities | — | $32K | $964K | 1.4% | |
| DFA Emerging Markets Portfolio Inst | Mutual Funds | — | $60K | $885K | 1.3% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | Common Stocks | — | — | $821K | 1.2% | |
| Vanguard Trgt Retire 2030 Fd | Mutual Funds | — | $32K | $804K | 1.2% | |
| The interest rate of these loans range from * NOTES RECEIVABLE FROM PARTICIPANTS 3.25% - 8.50% with maturities through 2029 | Bonds / Notes | — | — | $665K | 1.0% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | $52K | $656K | 1.0% | |
| PIMCO Income Fund Inst | Mutual Funds | — | $32K | $606K | 0.9% | |
| Vanguard Trgt Retire Income Fd | Mutual Funds | — | $35K | $597K | 0.9% | |
| Vanguard Developed Mkts Indx Fd Adm | Mutual Funds | — | $37K | $577K | 0.9% | |
| DFA Real Estate Securities Port Inst | Mutual Funds | — | $20K | $569K | 0.8% | |
| AB Disc Value Fnd Z Registered Investment Company | Common Stocks | — | — | $531K | 0.8% | |
| DFA Inflat-Prot Securities Port Inst | Mutual Funds | — | $43K | $520K | 0.8% | |
| DFA Intl Core Equity Port Inst | Mutual Funds | — | $21K | $390K | 0.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | Common Stocks | — | — | $380K | 0.6% | |
| Vanguard Trgt Retire 2020 Fd | Mutual Funds | — | $16K | $335K | 0.5% | |
| Lord Abbell High Yield Fund R6 | Other securities | — | $21K | $273K | 0.4% | |
| Goldman Sachs Intl Sm Cp Insgts F R6 | Other securities | — | $8K | $137K | 0.2% | |
| DFA Intl Small Comp Port Ins | Mutual Funds | — | $4K | $99K | 0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) | Cash / Money Market | — | $2K | $32K | <0.1% | |
| Vanguard Trgt Retire 2070 Fd 257 | Mutual Funds | — | — | $10K | <0.1% |
