Teresa Carper signed Human Resources Unlimited, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Human Resources Unlimited, Inc.'s EIN is 38-2567062.
Download the official 2024 Form 5500 (PDF) for Human Resources Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Human Resources Unlimited, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund N/A | Common Collective Trusts | — | — | $788K | 10.4% | |
| Fidelity Investments Government Money Market Fund K6 N/A | Mutual Funds | — | — | $635K | 8.4% | |
| Fidelity Investments Freedom 2020 Fund N/A | Mutual Funds | — | — | $632K | 8.3% | |
| Fidelity Investments Growth Discovery Fund N/A | Mutual Funds | — | — | $468K | 6.2% | |
| Fidelity Investments Freedom 2050 Fund N/A | Mutual Funds | — | — | $447K | 5.9% | |
| Fidelity Investments Freedom 2035 Fund N/A | Mutual Funds | — | — | $433K | 5.7% | |
| Fidelity Investments Freedom 2025 Fund N/A | Mutual Funds | — | — | $410K | 5.4% | |
| Fidelity Investments Freedom 2040 Fund N/A | Mutual Funds | — | — | $388K | 5.1% | |
| Fidelity Investments Freedom 2045 Fund N/A | Mutual Funds | — | — | $376K | 5.0% | |
| Fidelity Investments Freedom 2060 Fund N/A | Mutual Funds | — | — | $359K | 4.7% | |
| Fidelity Investments Freedom 2065 Fund N/A | Mutual Funds | — | — | $309K | 4.1% | |
| Fidelity Investments Freedom 2030 Fund N/A | Mutual Funds | — | — | $257K | 3.4% | |
| JP Morgan U.S. Equity Fund R6 N/A | Other securities | — | — | $239K | 3.1% | |
| Fidelity Investments Balanced Fund N/A | Mutual Funds | — | — | $222K | 2.9% | |
| Fidelity Investments Freedom 2055 Fund N/A | Mutual Funds | — | — | $187K | 2.5% | |
| Fidelity Investments Blue Chip Growth K6 Fund N/A | Mutual Funds | — | — | $177K | 2.3% | |
| Fidelity Investments Mid Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $168K | 2.2% | |
| Fidelity Investments Emerging Markets Fund N/A | Mutual Funds | — | — | $155K | 2.0% | |
| American Funds American Mutual R6 N/A | Mutual Funds | — | — | $145K | 1.9% | |
| Fidelity Investments Freedom 2070 Fund N/A 346 * Fidelity Investments Small Cap Growth Fund N/A | Mutual Funds | — | — | $139K | 1.8% | |
| American Funds American Century Small Cap Value Fund R6 N/A | Mutual Funds | — | — | $109K | 1.4% | |
| Columbia Select Mid Cap Value Fund Class I N/A | Other securities | — | — | $109K | 1.4% | |
| Fidelity Investments Government Income Fund N/A | Mutual Funds | — | — | $96K | 1.3% | |
| MFS Mid Cap Growth Fund R6 N/A | Mutual Funds | — | — | $95K | 1.2% | |
| PIMCO Investments PIMCO Total Return Fund ADM N/A | Mutual Funds | — | — | $74K | 1.0% | |
| Fidelity Investments International Index Fund N/A | Common Collective Trusts | — | — | $62K | 0.8% | |
| Fidelity Investments Freedom 2010 Fund N/A 824 * Fidelity Investments Freedom 2015 Fund N/A | Mutual Funds | — | — | $41K | 0.5% | |
| Notes receivable from participants Interest rates range from 4.25% – 9.50% -0- | Bonds / Notes | — | — | $34K | 0.4% | |
| Fidelity Investments Freedom Income Fund N/A | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Investments Small Cap Value Fund N/A | Mutual Funds | — | — | $16K | 0.2% | |
| ClearBridge International Growth Fund IS | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
