JEAN Moloney signed Hermann Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hermann Services, Inc.'s EIN is 22-1964276.
Download the official 2024 Form 5500 (PDF) for Hermann Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hermann Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund 139,268 | Mutual Funds | — | — | $2.9M | 19.4% | |
| COLLECTIVE TRUST FUND * Managed Income Portfolio Cl 1 2,537,824 | Common Collective Trusts | — | — | $2.5M | 16.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.5M | 16.8% | |
| Fidelity 500 Index Fund 7,520 | Common Collective Trusts | — | — | $1.5M | 10.2% | |
| Fidelity Disciplined Equity Fund 14,666 | Mutual Funds | — | — | $985K | 6.5% | |
| Fidelity Capital Appreciation Fund 22,695 | Mutual Funds | — | — | $957K | 6.3% | |
| Columbia Dividend Income Advantage Fund 22,674 | Other securities | — | — | $748K | 5.0% | |
| Fidelity Freedom 2030 K Fund 41,563 | Mutual Funds | — | — | $729K | 4.8% | |
| Fidelity Freedom 2025 K Fund 37,928 | Mutual Funds | — | — | $516K | 3.4% | |
| Fidelity US Bond Index Fund 48,953 | Common Collective Trusts | — | — | $500K | 3.3% | |
| Fidelity Low Priced Stock Fund 11,941 | Mutual Funds | — | — | $487K | 3.2% | |
| Fidelity Diversified International Fund 11,285 | Mutual Funds | — | — | $476K | 3.2% | |
| Fidelity Freedom 2035 K Fund 29,459 | Mutual Funds | — | — | $461K | 3.1% | |
| Fidelity Freedom 2050 K Fund 23,451 | Mutual Funds | — | — | $320K | 2.1% | |
| Fidelity Freedom 2045 K Fund 22,805 | Mutual Funds | — | — | $307K | 2.0% | |
| Fidelity Freedom 2010 K Fund 14,079 | Mutual Funds | — | — | $196K | 1.3% | |
| Fidelity International Index Fund 3,536 | Common Collective Trusts | — | — | $168K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through July 2032 0 | Bonds / Notes | — | — | $157K | 1.0% | |
| Fidelity Freedom 2040 K Fund 12,971 | Mutual Funds | — | — | $150K | 1.0% | |
| Fidelity Freedom 2055 K Fund 9,260 | Mutual Funds | — | — | $146K | 1.0% | |
| Fidelity Freedom 2020 K Fund 9,740 | Mutual Funds | — | — | $140K | 0.9% | |
| Fidelity Investment Grade Bond Fund 18,857 | Mutual Funds | — | — | $134K | 0.9% | |
| Fidelity Total Market Index Fund 807 | Common Collective Trusts | — | — | $130K | 0.9% | |
| Fidelity Freedom Income Fund 11,110 | Mutual Funds | — | — | $117K | 0.8% | |
| Fidelity Freedom 2060 K Fund 6,543 | Mutual Funds | — | — | $95K | 0.6% | |
| Fidelity Extended Market Index Fund 816 | Common Collective Trusts | — | — | $74K | 0.5% | |
| Fidelity Value Fund 2,756 | Mutual Funds | — | — | $37K | 0.2% | |
| PIM RAE US SM I 3,152 | Other securities | — | — | $36K | 0.2% | |
| PIF SMALL CAP R5 393 | Other securities | — | — | $11K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund 1,013 | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Freedom 2065 K Fund 401 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom 2015 K Fund 234 | Mutual Funds | — | — | $3K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES Carillon Eagle Mid Cap Growth Fund I 23 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
