Julie Delillo signed Heading Home Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heading Home Inc.'s EIN is 23-7364546.
Download the official 2023 Form 5500 (PDF) for Heading Home Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Heading Home Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | CEDAR RAPIDS, IA | RECORDKEEPER | $11K | — |
| EMPOWER ANNUITY CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMNT | $112 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.8M | 89.2% | |
| [Assets held in participant loans] | Other | — | — | $26K | 1.3% | |
| WMC DISCIPLINED US GROWTH RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SHRTHORZNRETOPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LONGHORZNRETOPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA ASSET ALLOC SHORTNTE TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA ASSET ALLOC INTERLONG TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA ASSET ALLOC INTER HORI TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN GOVERNMENT SECURITIES RET TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON RESEARCH RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 148 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL GROWTH RET OP TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO CHARTER RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO AMERICA FRANCHISE RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-3989781 / PN 137 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS LARGE CAP VALUE RET O TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL-MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICA CENTURY GLOBAL GROWTH RET TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 149 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AEGON BOND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN` | $14K | — |
