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Original filing (PDF)20251009165221NAL0006923777001
HIREVUE, INC.
Form 5500
FILING_RECEIVED
HIREVUE RETIREMENT TRUST
Defined-contribution retirement plan
Signals · 1
54% in single holding
Active participants
310
Accounts w/ balance
443
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "ALTA TRUST SHORT TERM INVESTMENT" is 54% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIREVUE, INC..
Plan sponsor
Name
HIREVUE, INC.
EIN
20-2438190
Address
9800 S MONROE STREET · SUITE 810 · SANDY, UT · 84070
Phone
(414) 336-4908
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $41K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $22K | — |
Investments
2 direct securities · 2 pooled funds· $1.1M(3% 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
$528K
2 holdings
Common Collective Trust
$528K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALTA TRUST SHORT TERM INVESTMENT | — | — | — | $283K | 0.7% | |
| EAGLE MID CAP GR 2 ALTA TRUST · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $283K | 0.7% | |
| [DFE: COHEN & STEERS COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $245K | 0.6% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $245K | 0.6% |
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