How big is Society for Human Resource Management's plan?

Society for Human Resource Management's plan reported $107.3M in assets and 414 participants for 2024.

Original filing (PDF)20251013083516NAL0000962769001

Society for Human Resource Management

Name: Society for Human Resource Management — Society for, Form 5500 (2024)
Creator: Society for Human Resource Management
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Society for Human Resource Management Incentive Savings Plan

401(k) retirement plan · Society for Human Resource Management's Society for Human Resource Management Incentive Savings Plan held $107.3M in plan assets for 414 participants in 2024, with Fidelity as recordkeeper.

Active participants

414

Accounts w/ balance

815

Plan assets (EOY)

$107.3M

Net assets (EOY)

$107.3M

People on this filing

Jane Hadley signed Society for Human Resource Management's 2024 Form 5500 as plan administrator.

Jane Hadley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Society for Human Resource Management's EIN is 34-0948453.

EIN 34-0948453

Plan number 002

Plan year 2024

ACK ID 20251013083516NAL0000962769001

Official Form 5500 document

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)

Plan features

Society for Human Resource Management's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY FOR HUMAN RESOURCE MANAGEMENT.

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SOCIETY FOR HUMAN RESOURCE MANAGEMENT

EIN

all filings

Address

1800 DUKE STREET · ALEXANDRIA, VA · 223143494

Phone

(703) 548-3440

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

26 direct securities · 1 pooled fund· $105.7M(99% of reported assets)

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.

Mutual Funds

$90.4M

21 holdings

Common Collective Trusts

$14.2M

4 holdings

Common Collective Trust

$627K

1 holding

Bonds / Notes

$571K

1 holding

					% of plan
s * Fidelity Management Trust Company, Inc. Fidelity Growth Company K Fund	Mutual Funds	—	—	$25.9M	24.1%
Fidelity Management Trust Company, Inc. Fidelity 500 Index Fund	Common Collective Trusts	—	—	$11.3M	10.6%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2040 K Fund	Mutual Funds	—	—	$10.8M	10.0%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2030 K Fund	Mutual Funds	—	—	$10.6M	9.9%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2045 K Fund	Mutual Funds	—	—	$8.0M	7.5%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2050 K Fund	Mutual Funds	—	—	$6.9M	6.4%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2035 K Fund	Mutual Funds	—	—	$5.7M	5.3%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2055 K Fund	Mutual Funds	—	—	$3.8M	3.6%
Fidelity Management Trust Company, Inc. Fidelity Mid-Cap Stock K Fund	Mutual Funds	—	—	$2.6M	2.4%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2020 K Fund	Mutual Funds	—	—	$2.3M	2.1%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2060 K Fund	Mutual Funds	—	—	$2.2M	2.1%
Fidelity Management Trust Company, Inc. Fidelity Balanced K Fund	Mutual Funds	—	—	$2.0M	1.8%
Fidelity Management Trust Company, Inc. Fidelity Freedom Blend 2025 K Fund	Mutual Funds	—	—	$1.9M	1.8%
Fidelity Management Trust Company, Inc. Fidelity Government Money Market	Mutual Funds	—	—	$1.9M	1.7%
Fidelity Management Trust Company, Inc. Fidelity Diversified International K	Mutual Funds	—	—	$1.7M	1.5%
Fidelity Management Trust Company, Inc. Fidelity Value K Fund	Mutual Funds	—	—	$1.4M	1.3%
Putnam Investments Putnam Large Cap Value Fund	Mutual Funds	—	—	$1.3M	1.2%
Fidelity Management Trust Company, Inc. Fidelity International Index Fund	Common Collective Trusts	—	—	$1.3M	1.2%
Fidelity Management Trust Company, Inc. Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$876K	0.8%
Fidelity Management Trust Company, Inc. Fidelity Freedom Blend Inc. K Fund	Mutual Funds	—	—	$837K	0.8%
Common Collective Trust * Fidelity Management Trust Company, Inc. Fidelity Managed Income Portfolio	Common Collective Trusts	—	—	$627K	0.6%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$627K	0.6%
10.25%	Bonds / Notes	—	—	$571K	0.5%
Dimensional Fund Advisors US Small Cap Value Fund	Mutual Funds	—	—	$288K	0.3%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2065 K Fund	Mutual Funds	—	—	$202K	0.2%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2015 K Fund	Mutual Funds	—	—	$65K	<0.1%
Fidelity Management Trust Company, Inc. Fidelity Freedom 2010 K Fund	Mutual Funds	—	—	$18K	<0.1%