VU TRAN signed HSG, LLC d/b/a Herndon Solutions Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HSG, LLC d/b/a Herndon Solutions Group's EIN is 26-2285035.
Download the official 2024 Form 5500 (PDF) for HSG, LLC d/b/a Herndon Solutions Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HSG, LLC d/b/a Herndon Solutions Group's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $3K | — |
