Jeremy Oswald signed Truhearing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Truhearing, Inc.'s EIN is 20-0415501.
Download the official 2024 Form 5500 (PDF) for Truhearing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Truhearing, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.9M | 15.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $2.5M | 13.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 11.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.7M | 9.1% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.7M | 9.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.3M | 6.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $919K | 4.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $826K | 4.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $564K | 3.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $436K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $347K | 1.8% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $250K | 1.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $231K | 1.2% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $230K | 1.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $226K | 1.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $213K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $181K | 1.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $115K | 0.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $113K | 0.6% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $100K | 0.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $95K | 0.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $92K | 0.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $86K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $80K | 0.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $73K | 0.4% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
