Jane Hadley signed Society for Human Resource Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Society for Human Resource Management's EIN is 34-0948453.
Download the official 2024 Form 5500 (PDF) for Society for Human Resource Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Society for Human Resource Management's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $154K | — |
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Thornburg Limited Thornburg Limited-Trm Inc Inst | Common Stocks | — | $11.7M | $11.4M | 12.8% | |
| First Eagle First Eagle Overseas I | Other securities | — | $6.2M | $6.1M | 6.9% | |
| TCW Metwest Tot Ret Bd I | Other securities | — | $7.1M | $6.0M | 6.8% | |
| Thornburg Intl Value I | Other securities | — | $6.4M | $5.9M | 6.6% | |
| Artisan Developing World ADV | Other securities | — | $6.3M | $5.6M | 6.3% | |
| SPDR S&P 500 ETF Trust | Common Collective Trusts | — | $2.6M | $5.5M | 6.2% | |
| Calamos Growth & Income I | Other securities | — | $4.8M | $5.5M | 6.2% | |
| PGIM Jennison PGIM Jennison Growth Z | Other securities | — | $4.9M | $5.5M | 6.2% | |
| PIMCO Intl BD USD Hedged I2 | Mutual Funds | — | $3.8M | $3.6M | 4.0% | |
| Federated Hermes Federated Hermes GOVT OBL AVR N/A | Other securities | — | — | $3.3M | 3.7% | |
| Blackrock Hi Yield Bd PTF Inst | Other securities | — | $2.9M | $2.7M | 3.0% | |
| Baron Growth Baron Growth Institutional | Other securities | — | $2.4M | $2.3M | 2.6% | |
| Nuance Mid Cap Value Instnl | Other securities | — | $2.7M | $2.3M | 2.6% | |
| Columbia Thermostat Columbia Thermostat Inst | Other securities | — | $2.2M | $2.3M | 2.6% | |
| PGIM Jennison PGIM SHRT DUR HGH YLD Inc Z | Common Stocks | — | $2.0M | $2.0M | 2.2% | |
| Calamos Global Growth & Inc I | Common Stocks | — | $1.7M | $1.9M | 2.2% | |
| Fuller & Thaler Fuller & Thaler BHV SMCP EQ INST | Other securities | — | $1.3M | $1.6M | 1.8% | |
| Macquarie Small Cap Value I | Other securities | — | $1.7M | $1.6M | 1.8% | |
| Federated Hermes Federated Hermes GOVT OBL AVR N/A | Other securities | — | — | $1.5M | 1.7% | |
| Blackstone Alt Multi-Strat I | Other securities | — | $1.4M | $1.4M | 1.6% | |
| Goldman Sachs Abslt Ret Trck I | Other securities | — | $1.3M | $1.4M | 1.6% | |
| PGIM Jennison PGIM Jennison Energy Infras Z | Other securities | — | $1.2M | $1.3M | 1.5% | |
| Cohen & Steers Realty Cohen & Steers Realty SHS Inc | Common Stocks | — | $1.1M | $1.2M | 1.3% | |
| iShares Barclays 1-3 YR TSY BD | U.S. Treasuries | — | $1.1M | $1.0M | 1.1% | |
| Federated Hermes Federated Hermes GOVT OBL AVR N/A | Other securities | — | — | $966K | 1.1% | |
| Morgan Stanley Smith Barney Interest bearing cash - | Cash / Money Market | — | — | $848K | 1.0% | |
| Charles Schwab Interest bearing cash - | Mutual Funds | — | — | $438K | 0.5% | |
| Air Lease Corp $228,000 bond; maturity date 12/01/2027, 3.625% interest | Bonds / Notes | — | $201K | $221K | 0.2% | |
| HP Inc $223,000 bond; maturity date 06/17/2027, 3.000% interest | Bonds / Notes | — | $201K | $214K | 0.2% | |
| Comcast Corp $221,000 bond; maturity date 01/15/2027, 2.350% interest | Bonds / Notes | — | $201K | $214K | 0.2% | |
| Stanley Black & Decker Inc $200,000 bond; maturity date 03/06/2028, 6.000% interest | Bonds / Notes | — | $206K | $211K | 0.2% | |
| Citigroup Inc $212,000 bond; maturity date 02/14/2030, 5.000% interest | Bonds / Notes | — | $203K | $209K | 0.2% | |
| Celtic Bank Celtic Bank CD Salt Lake City UT CD | Other securities | — | $199K | $207K | 0.2% | |
| First National Bank First Natl Bk CD East Lansing MI CD | Other securities | — | $199K | $206K | 0.2% | |
| Equifax Inc $204,000 bond; maturity date 12/15/2027, 5.100% interest | Bonds / Notes | — | $200K | $206K | 0.2% | |
| McDonald's Corp $200,000 bond; maturity date 05/26/2025, 3.375% interest | Bonds / Notes | — | $206K | $200K | 0.2% | |
| UnitedHealth Group Inc $200,000 bond; maturity date 01/15/2026, 1.250% interest | Bonds / Notes | — | $200K | $195K | 0.2% | |
| Walt Disney Co/The $182,000 bond; maturity date 10/01/2026, 7.430% interest | Bonds / Notes | — | $201K | $194K | 0.2% | |
| Southern California Edison $200,000 bond; maturity date 02/01/2026, 1.200% interest | Bonds / Notes | — | $198K | $194K | 0.2% | |
| Verizon Communications Inc $200,000 bond; maturity date 03/22/2028, 2.100% interest | Bonds / Notes | — | $175K | $185K | 0.2% | |
| Intel Corp $150,000 bond; maturity date 02/10/2028, 4.875% interest | Bonds / Notes | — | $150K | $152K | 0.2% | |
| Carlisle Cos Inc $119,000 bond; maturity date 03/01/2030, 2,750% interest | Bonds / Notes | — | $99K | $108K | 0.1% | |
| Southwest Airlines Co $120,000 bond; maturity date 02/10/2030, 2.625% interest | Bonds / Notes | — | $99K | $107K | 0.1% | |
| Eversource Energy $100,000 bond; maturity date 04/15/2031, 5.850% interest | Bonds / Notes | — | $101K | $104K | 0.1% | |
| JPMorgan Chase & Co $100,000 bond; maturity date 07/15/2025, 3.900% interest | Bonds / Notes | — | $106K | $101K | 0.1% | |
| CVS Health Corp $100,000 bond; maturity date 07/20/2025, 3.875% interest | Bonds / Notes | — | $104K | $101K | 0.1% | |
| Biogen Inc $100,000 bond; maturity date 09/15/2025, 4.050% interest | Bonds / Notes | — | $106K | $101K | 0.1% | |
| Astrazeneca Plc $100,000 bond; maturity date 11/16/2025, 3.375% interest | Bonds / Notes | — | $102K | $99K | 0.1% | |
| Newmarket Corp $100,000 bond; maturity date 03/18/2031, 2.700% interest | Bonds / Notes | — | $83K | $86K | <0.1% | |
| Lockheed Martin Cp $24,000 bond; maturity date 01/15/2026, 3.550% interest | Bonds / Notes | — | $27K | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
