Plan Sponsor signed Huron, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huron, Inc.'s EIN is 38-2546791.
Download the official 2024 Form 5500 (PDF) for Huron, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huron, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $861 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2.8M | 23.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.7M | 22.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $925K | 7.6% | |
| T-Rowe Price T. ROWE PRICE LARGE CAP GROWTH I | Other securities | — | — | $696K | 5.7% | |
| JPMorgan EQUITY INCOME R6 | Other securities | — | — | $508K | 4.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $449K | 3.7% | |
| Fidelity US BOND INDEX | Mutual Funds | — | — | $418K | 3.4% | |
| with various maturities | Other securities | — | — | $262K | 2.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $233K | 1.9% | |
| Alliancebernstein AB GLOBAL BOND Z 4 Allspring CORE BOND R6 | Other securities | — | — | $226K | 1.9% | |
| JPMorgan MID CAP GROWTH R6 | Other securities | — | — | $196K | 1.6% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $190K | 1.6% | |
| American Century AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $184K | 1.5% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $174K | 1.4% | |
| Empower EI FIXED ACCOUNT SERIES CLASS I | Other securities | — | — | $163K | 1.3% | |
| Investments, at contract value | Other securities | — | — | $163K | 1.3% | |
| PGIM Funds (Prudential) PGIM HIGH-YIELD R6 | Other securities | — | — | $146K | 1.2% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $132K | 1.1% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $114K | 0.9% | |
| MFS TOTAL RETURN R6 | Mutual Funds | — | — | $98K | 0.8% | |
| Fidelity INFLATION PROTECTED BOND INDEX | Mutual Funds | — | — | $69K | 0.6% | |
| JPMorgan EMERGING MARKETS EQUITY R6 | Other securities | — | — | $61K | 0.5% | |
| American Century AMERICAN CENTURY SMALL CAP VALUE R6 | Other securities | — | — | $45K | 0.4% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $34K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $22K | 0.2% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $21K | 0.2% | |
| Allspring SPECIAL MID CAP VALUE R6 | Other securities | — | — | $18K | 0.2% | |
| PIMCO COMMODITY REAL RET STRAT INSTL | Mutual Funds | — | — | $15K | 0.1% | |
| PGIM Funds (Prudential) PGIM US REAL ESTATE R6 | Other securities | — | — | $10K | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLOOMFIELD HILLS, MI |
| OTHER |
| $33K |
| — |
