TINA Daniel signed Human Kinetics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Human Kinetics, Inc.'s EIN is 37-1064571.
Download the official 2024 Form 5500 (PDF) for Human Kinetics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Human Kinetics, 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 |
|---|---|---|---|---|---|
| EPIC ADVISORS INC | 16-1450952 | — | NONE | $38K | — |
| NBT CAPITAL MANAGEMENT | 55-0846628 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s, at Fair Value * Schwab S&P 500 Index Fund Select | Mutual Funds | — | — | $3.5M | 17.6% | |
| American Mutual Fund R6 | Other securities | — | — | $2.5M | 12.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.8M | 8.9% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.6M | 8.4% | |
| STABLE VALUE FUND CIT, SERIES 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $1.4M | 6.9% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $1.2M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.2M | 6.3% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $1.2M | 6.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $822K | 4.2% | |
| Baird Aggregate Bond Fund Institutional | Other securities | — | — | $737K | 3.7% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $599K | 3.0% | |
| Vanguard Small Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $571K | 2.9% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $539K | 2.7% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $284K | 1.4% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $271K | 1.4% | |
| Parnassus Core Equity Fund Institutional | Other securities | — | — | $236K | 1.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $183K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $161K | 0.8% | |
| Vanguard Target Retirement Income Fund Investor | Mutual Funds | — | — | $140K | 0.7% | |
| Schwab Treasury Inflation Protection Securities Index Fund | U.S. Treasuries | — | — | $138K | 0.7% | |
| Brandywineglobal Global Opportunity Fund Investor | Other securities | — | — | $121K | 0.6% | |
| DFA Commodity Strategy Portfolio Fund Institutional | Mutual Funds | — | — | $119K | 0.6% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $112K | 0.6% | |
| Principal Investor High Yield II Fund Institutional | Other securities | — | — | $53K | 0.3% | |
| Party-In- Current Interest Identity of Party Involved and Description of Investment Cost Value Cash * Charles Schwab Cash Account | Mutual Funds | — | — | $41K | 0.2% | |
| Pimco GNMA & Government Securities Fund Institutional | Agency / Mortgage-Backed | — | — | $38K | 0.2% | |
| Current Interest Identity of Party Involved and Description of Investment Cost Value Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
