Advisor HR, Inc.'s EIN is 47-2456660.
Download the official 2024 Form 5500 (PDF) for Advisor HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisor HR, 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 |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | PORTFOLIO MGMT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $180K | — |
| ADVISOR HR, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admira 37,212.131 Shares | Common Collective Trusts | — | — | $5.2M | 22.1% | |
| Vanguard Intermediate-Term Bond Index Ad 243,564.497 Shares | Mutual Funds | — | — | $2.5M | 10.4% | |
| Vanguard Federal Money Market 1,614,175.330 Shares | Mutual Funds | — | — | $1.6M | 6.8% | |
| Vanguard Target Retirement 2040 35,005.756 Shares | Mutual Funds | — | — | $1.5M | 6.4% | |
| Vanguard 500 Index Admiral 2,512.453 Shares | Common Collective Trusts | — | — | $1.4M | 5.7% | |
| Vanguard Consumer Staples Index 12,278.370 Shares | Mutual Funds | — | — | $1.3M | 5.4% | |
| Vanguard Target Retirement 2050 19,311.466 Shares | Mutual Funds | — | — | $962K | 4.1% | |
| iShares MSCI EAFE International Index K 62,125.370 Shares | Mutual Funds | — | — | $949K | 4.0% | |
| Vanguard Target Retirement 2035 37,959.514 Shares | Mutual Funds | — | — | $910K | 3.8% | |
| Vanguard Target Retirement 2045 24,750.973 Shares | Mutual Funds | — | — | $734K | 3.1% | |
| Vanguard Target Retirement 2055 12,800.314 Shares | Mutual Funds | — | — | $712K | 3.0% | |
| Vanguard Target Retirement 2025 27,256.305 Shares | Mutual Funds | — | — | $509K | 2.1% | |
| Vanguard Growth Index Admiral 2,300.232 Shares | Mutual Funds | — | — | $486K | 2.0% | |
| Vanguard Target Retirement 2060 7,766.121 Shares | Mutual Funds | — | — | $398K | 1.7% | |
| Loans to participants Interest rates range from 4.25%-10.50% | Bonds / Notes | — | — | $354K | 1.5% | |
| Vanguard Target Retirement 2030 9,111.544 Shares | Mutual Funds | — | — | $345K | 1.5% | |
| American Funds New Perspective R6 5,024.873 Shares | Mutual Funds | — | — | $312K | 1.3% | |
| Vanguard Utilities Index Admiral 3,688.889 Shares | Mutual Funds | — | — | $303K | 1.3% | |
| Vanguard Small Cap Index Admiral 2,532.593 Shares | Mutual Funds | — | — | $292K | 1.2% | |
| Vanguard Target Retirement Income 21,336.260 Shares | Mutual Funds | — | — | $280K | 1.2% | |
| Vanguard Target Retirement 2065 Inv 8,264.629 Shares | Mutual Funds | — | — | $278K | 1.2% | |
| Vanguard Target Retirement 2020 9,781.249 Shares | Mutual Funds | — | — | $259K | 1.1% | |
| Vanguard Mid Cap Index Admiral 699.050 Shares | Mutual Funds | — | — | $228K | 1.0% | |
| Nationwide Ziegler NYSE Arca Tech 100 In 2,161.868 Shares | Other securities | — | — | $223K | 0.9% | |
| JPMorgan Core Plus Bond Fund R6 27,497.876 Shares | Other securities | — | — | $196K | 0.8% | |
| Vanguard Mid Cap Value Index Admiral 2,257.526 Shares | Mutual Funds | — | — | $189K | 0.8% | |
| JPMorgan U.S. Research Enhanced Equity F 3,765.001 Shares | Other securities | — | — | $164K | 0.7% | |
| DFA US Large Cap Value Prtf Instl 2,629.612 Shares | Mutual Funds | — | — | $130K | 0.5% | |
| Vanguard Energy Index Admiral 1,724.791 Shares | Mutual Funds | — | — | $104K | 0.4% | |
| Vanguard Small Cap Growth Index Adm 975.070 Shares | Mutual Funds | — | — | $96K | 0.4% | |
| American Funds EuroPacifc R6 1,658.947 Shares | Mutual Funds | — | — | $89K | 0.4% | |
| DFA Emerging Markets Core Equity 3,514.974 Shares | Mutual Funds | — | — | $82K | 0.3% | |
| Vanguard Small Cap Value Index Adm 941.853 Shares | Mutual Funds | — | — | $80K | 0.3% | |
| Principal Investors High Yield II 9,974.557 Shares | Other securities | — | — | $67K | 0.3% | |
| Vanguard Total Int'l Stock Index Admiral 1,907.556 Shares | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Total Bond Market Index Admiral 5,463.076 Shares | Mutual Funds | — | — | $52K | 0.2% | |
| Vanguard Mid Cap Growth 1,549.821 Shares | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Real Estate Index Admiral 263.590 Shares | Mutual Funds | — | — | $33K | 0.1% | |
| DFA Inflation Protected SEC Port 2,307.657 Shares | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral 2,432.350 Shares | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Target Retirement 2070 706.642 Shares | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Short-Term Federal Admiral 424.928 Shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-2456660 |
| — |
| PLAN ADMINISTRATOR |
| $50K |
| — |
