HIAS Pennsylvania's EIN is 23-1405597.
Download the official 2023 Form 5500 (PDF) for HIAS Pennsylvania from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)HIAS Pennsylvania's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRAADVISORY SERVICES | 74-2794194 | AUSTIN, TX | INVESTMENT ADVISORY | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2060 R6 | Other securities | — | — | $655K | 16.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $523K | 13.1% | |
| JPMorgan SmartRetirement Blend 2055 R6 | Other securities | — | — | $361K | 9.1% | |
| JPMorgan SmartRetirement Blend 2050 R6 | Other securities | — | — | $352K | 8.8% | |
| JPMorgan SmartRetirement Blend 2030 R6 | Other securities | — | — | $340K | 8.5% | |
| American Funds American Funds Income Fund of Amer R6 | Mutual Funds | — | — | $332K | 8.3% | |
| The Standard Insurance Standard Stable Asset Fund | Other securities | — | — | $259K | 6.5% | |
| JPMorgan SmartRetirement Blend 2040 R6 | Other securities | — | — | $184K | 4.6% | |
| JPMorgan SmartRetirement Blend 2045 R6 | Other securities | — | — | $169K | 4.2% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $153K | 3.8% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $115K | 2.9% | |
| Vanguard EquityIncome Adm | Mutual Funds | — | — | $111K | 2.8% | |
| JPMorgan SmartRetirement Blend 2035 R6 | Other securities | — | — | $80K | 2.0% | |
| Schwab International Index | Mutual Funds | — | — | $54K | 1.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $51K | 1.3% | |
| JPMorgan SmartRetirement Blend 2020 R6 | Other securities | — | — | $50K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $48K | 1.2% | |
| Janus Henderson Janus Henderson Small Cap Value N | Mutual Funds | — | — | $46K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $34K | 0.9% | |
| Vanguard US Growth Investor | Mutual Funds | — | — | $23K | 0.6% | |
| Company * Notes receivable from Interest rates 9.5%, maturing through | Bonds / Notes | — | — | $15K | 0.4% | |
| Particiant Loans 9.50% - | Bonds / Notes | — | — | $15K | 0.4% | |
| Principal MidCap Institutional | Other securities | — | — | $11K | 0.3% | |
| JPMorgan SmartRetirement Blend IncomeR6 | Other securities | — | — | $9K | 0.2% | |
| Vanguard Explorer Inv | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Wellesley Income Inv | Mutual Funds | — | — | $5K | 0.1% | |
| Dodge & Cox Dodge & Cox Balanced I | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
