Back to filter
Original filing (PDF)20251013131008NAL0002947170001
HUMAN TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
HUMAN TECHNOLOGIES CORPORATION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
328
Accounts w/ balance
375
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 122% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMAN TECHNOLOGIES CORPORATION.
Plan sponsor
Name
HUMAN TECHNOLOGIES CORPORATION
EIN
15-0571056
Address
2201 DWYER AVENUE · UTICA, NY · 13501
Phone
(315) 724-9891
Industry
Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2J · 401(k) feature
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | — | NEW YORK, NY | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $45K | — |
Investments
16 direct securities · 1 pooled fund· $11.8M(100% of reported assets)
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.
Uncategorized
$9.6M
16 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $2.2M | 18.8% | |
| Dodge and Cox Income Fund Mutual Fund | — | — | — | $2.2M | 18.6% | |
| Columbia Large Cap Index Mutual Fund | — | — | — | $1.8M | 15.6% | |
| MFS Growth Mutual Fund | — | — | — | $1.3M | 11.4% | |
| MFS Value Mutual Fund | — | — | — | $1.2M | 10.3% | |
| Columbia Mid Cap Index Mutual Fund | — | — | — | $555K | 4.7% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $528K | 4.5% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | — | — | — | $368K | 3.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $343K | 2.9% | |
| Dodge and Cox International Mutual Fund | — | — | — | $308K | 2.6% | |
| DFA U.S. Small Cap Mutual Fund | — | — | — | $279K | 2.4% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $275K | 2.3% | |
| American Funds New World Mutual Fund | — | — | — | $123K | 1.0% | |
| Vanguard Wellington Admiral Mutual Fund | — | — | — | $108K | 0.9% | |
| American Funds US Government Mutual Fund | — | — | — | $71K | 0.6% | |
| American Funds Capital World Gr Inc Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $4K | <0.1% |
Related plans
Other plans using AMERICAN TRUST COMPANY
MCKEE FOODS CORPORATION
MCKEE FOODS RETIREMENT PLAN
$1.0B · 7,041 participants
GBA RETIREMENT SERVICES, INC
GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS
$314.8M
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN
UFCW LOCAL ONE 401(K) SAVINGS PLAN
$154.2M · 9,699 participants
GARBER MANAGEMENT GROUP, INC.
GMG EMPLOYEES SAVINGS PLAN
$126.5M · 2,211 participants
HORNE LLP
HORNE LLP PROFIT SHARING PLAN
$107.8M · 1,287 participants
ST. PAUL'S SCHOOL
ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$103.4M · 318 participants
Similar-size Health Care & Social Assistance plans
NORTHEASTERN CENTER, INC.
NORTHEASTERN CENTER, INC. RETIREMENT PLAN
$11.8M · 151 participants
KASKASKIA WORKSHOP, INC.
KASKASKIA WORKSHOP, INC. PROFIT SHARING PLAN
$11.5M · 87 participants
NORRIS, INC.
NORRIS, INC. PENSION PLAN
$12.1M · 9 participants
CURATIVE CARE NETWORK, INC.
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC.
$12.2M · 365 participants
THE WRIGHT REHABILITATION
THE WRIGHT REHABILITATION SERVICE, INC. 401(K) PLAN
$12.2M · 128 participants
EASTER SEALS TRISTATE LLC
EASTER SEALS TRISTATE LLC 401(K) RETIREMENT PLAN
$11.2M · 625 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B