Kristi a Murphy signed Hearts for Hearing Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hearts for Hearing Foundation's EIN is 41-2043960.
Download the official 2023 Form 5500 (PDF) for Hearts for Hearing Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Hearts for Hearing Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $60 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2055 R2 JP Morgan 0 | Other securities | — | — | $1.4M | 34.1% | |
| JPMorgan SmartRetirement 2050 R2 JP Morgan 0 | Other securities | — | — | $498K | 11.9% | |
| Nuveen S&P 500 Index Retirement Nuveen 0 | Common Collective Trusts | — | — | $419K | 10.0% | |
| JPMorgan SmartRetirement 2045 R2 JP Morgan 0 | Other securities | — | — | $419K | 10.0% | |
| JPMorgan SmartRetirement 2030 R2 JP Morgan 0 | Other securities | — | — | $371K | 8.8% | |
| JPMorgan SmartRetirement 2035 R2 JP Morgan 0 | Other securities | — | — | $280K | 6.7% | |
| JPMorgan SmartRetirement 2025 R2 JP Morgan 0 | Other securities | — | — | $208K | 4.9% | |
| JPMorgan SmartRetirement 2040 R2 JP Morgan 0 | Other securities | — | — | $168K | 4.0% | |
| BlackRock Equity Dividend R BlackRock 0 | Other securities | — | — | $77K | 1.8% | |
| Hartford International Opportunities R3 Hartford 0 | Other securities | — | — | $72K | 1.7% | |
| PGIM Total Return Bond CL R PGIM 0 | Other securities | — | — | $66K | 1.6% | |
| ClearBridge Growth Fund R Legg Mason 0 | Other securities | — | — | $61K | 1.5% | |
| Invesco Main Street Mid Cap R Invesco 0 | Mutual Funds | — | — | $32K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $29K | 0.7% | |
| Macquarie Small Cap Core R Macquarie 0 | Other securities | — | — | $13K | 0.3% | |
| MFS Growth Allocation R3 MFS 0 | Mutual Funds | — | — | $13K | 0.3% | |
| MFS Moderate Allocation R3 MFS 0 | Mutual Funds | — | — | $12K | 0.3% | |
| Principal Real Estate Securities R3 Principal 0 | Other securities | — | — | $11K | 0.3% | |
| American Funds New World R2 American Funds 0 | Mutual Funds | — | — | $8K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $4K | <0.1% | |
| JPMorgan SmartRetirement Income R2 JP Morgan 0 | Other securities | — | — | $1K | <0.1% | |
| JPMorgan SmartRetirement 2020 R2 JP Morgan 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
