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Original filing (PDF)20250725154807NAL0015195138001
HUMANSCALE CORPORATION
Form 5500
FILING_RECEIVED
HUMANSCALE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
697
Accounts w/ balance
922
Plan assets (EOY)
$67.5M
Net assets (EOY)
$67.5M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMANSCALE CORPORATION.
Plan sponsor
Name
HUMANSCALE CORPORATION
EIN
11-2793425
Address
220 CIRCLE DRIVE NORTH · PISCATAWAY, NJ · 08854
Phone
(732) 537-2944
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
45 direct securities · 1 pooled fund· $144.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$79.0M
45 holdings
Pooled Separate Account
$65.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $455K | $13.9M | 20.5% | |
| JP Morgan Lrg Cap Growth Fnd R6 | — | — | $88K | $6.8M | 10.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $6.8M | 10.0% | |
| Vanguard Trgt Retire 2035 FD | — | — | $203K | $5.6M | 8.2% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | $131K | $4.8M | 7.2% | |
| Vangrd Trgt Retire 2055 Fd | — | — | $142K | $4.4M | 6.5% | |
| Vanguard Trgt Retire 2040 Fd | — | — | $90K | $2.6M | 3.9% | |
| American Funds Am Balanced R6 | — | — | $84K | $2.6M | 3.8% | |
| Vanguard Trgt Retire 2025 Fd | — | — | $104K | $2.5M | 3.6% | |
| Vanguard Equity income Fund Adm | — | — | $55K | $2.1M | 3.1% | |
| American Funds Wash Mutual Inv R6 | — | — | $44K | $2.0M | 2.9% | |
| Vanguard Trgt Retire 2050 Fd | — | — | $55K | $1.7M | 2.5% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | — | — | — | $1.5M | 2.2% | |
| Vanguard International Grwth | — | — | $54K | $1.5M | 2.2% | |
| FUNDS HELD IN INSURANCE COMPANY GENERAL ACCOUNT * Voya Fixed Account (4062) | — | — | — | $1.4M | 2.1% | |
| Vanguard Trgt Retire 2060 Fnd Inv | — | — | $42K | $1.3M | 2.0% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | $45K | $1.2M | 1.8% | |
| MFS Midcap Growth Fund R6 | — | — | $46K | $1.2M | 1.8% | |
| DFA U.S. Targeted Value Port Inst | — | — | $29K | $1.2M | 1.7% | |
| Fidelity Sm Cp Ind Fd In Pr C | — | — | $63K | $975K | 1.4% | |
| Victory Sycme Established Value F | — | — | $32K | $964K | 1.4% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $964K | 1.4% | |
| DFA Emerging Markets Portfolio Inst | — | — | $60K | $885K | 1.3% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | — | — | — | $821K | 1.2% | |
| JP Morgan Small Cap Growth Funf R6 | — | — | $40K | $821K | 1.2% | |
| Vanguard Trgt Retire 2030 Fd | — | — | $32K | $804K | 1.2% | |
| LOAN FUND Participant Loans - Rates 3.25% to 8.50% | — | — | — | $665K | 1.0% | |
| The interest rate of these loans range from * NOTES RECEIVABLE FROM PARTICIPANTS 3.25% - 8.50% with maturities through 2029 | — | — | — | $665K | 1.0% | |
| Voya Intermediate Bond Fund R6 | — | — | $52K | $656K | 1.0% | |
| PIMCO Income Fund Inst | — | — | $32K | $606K | 0.9% | |
| Vanguard Trgt Retire Income Fd | — | — | $35K | $597K | 0.9% | |
| Vanguard Developed Mkts Indx Fd Adm | — | — | $37K | $577K | 0.9% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $577K | 0.9% | |
| DFA Real Estate Securities Port Inst | — | — | $20K | $569K | 0.8% | |
| AB Disc Value Fnd Z Registered Investment Company | — | — | $23K | $531K | 0.8% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | $43K | $520K | 0.8% | |
| DFA Intl Core Equity Port Inst | — | — | $21K | $390K | 0.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | $20K | $380K | 0.6% | |
| Vanguard Trgt Retire 2020 Fd | — | — | $16K | $335K | 0.5% | |
| Lord Abbell High Yield Fund R6 | — | — | $21K | $273K | 0.4% | |
| Goldman Sachs Intl Sm Cp Insgts F R6 | — | — | $8K | $137K | 0.2% | |
| Gldmn Sachs Int Sm Cp Ins F R6 Registered Investment Company | — | — | — | $137K | 0.2% | |
| DFA Intl Small Comp Port Ins | — | — | $4K | $99K | 0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) | — | — | $2K | $32K | <0.1% | |
| Vanguard Trgt Retire 2070 Fd 257 | — | — | — | $10K | <0.1% |
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