Paul Forlenza signed Congruity HR Holding Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Congruity HR Holding Company, LLC's EIN is 47-4028932.
Download the official 2024 Form 5500 (PDF) for Congruity HR Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Congruity HR Holding Company, LLC'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $125K | — |
| CONGRUITY HR HOLDING COMPANY, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VTTHX - Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.6M | 15.3% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.9M | 12.6% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.8M | 11.9% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.7M | 11.6% | |
| Vanguard VFIAX - Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.4M | 10.1% | |
| Vanguard VFIFX - Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.0M | 8.7% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 | Mutual Funds | — | — | $972K | 4.2% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 | Mutual Funds | — | — | $801K | 3.4% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | Mutual Funds | — | — | $781K | 3.3% | |
| T. Rowe Price PRUFX - T. Rowe Price Growth Stock I | Other securities | — | — | $527K | 2.3% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $443K | 1.9% | |
| Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $433K | 1.8% | |
| Vanguard VSMAX - Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $365K | 1.6% | |
| Vanguard VIMAX - Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $339K | 1.5% | |
| JP Morgan OIEJX - JPMorgan Equity Income CL R6 | Other securities | — | — | $298K | 1.3% | |
| JP Morgan JMGMX - JPMorgan Mid Cap Growth R6 | Other securities | — | — | $209K | 0.9% | |
| MFS MEIKX - MFS Value Fund Class R6 | Mutual Funds | — | — | $158K | 0.7% | |
| Vanguard VTIAX - Vanguard Total Int'l Stock Index Admiral | Mutual Funds | — | — | $152K | 0.6% | |
| JP Morgan JEMWX - JPMorgan Emerging Markets Equity Fund R6 | Other securities | — | — | $141K | 0.6% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | Mutual Funds | — | — | $114K | 0.5% | |
| American Century ANODX - American Century Small Cap Growth Fund R | Other securities | — | — | $95K | 0.4% | |
| Vanguard VBTLX - Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $92K | 0.4% | |
| Allspring WFPRX - Allspring Special Mid Cap Value R6 | Other securities | — | — | $81K | 0.3% | |
| Vanguard VMFXX - Vanguard Federal Money Market | Mutual Funds | — | — | $77K | 0.3% | |
| Columbia CRRYX - Columbia Small Cap Value Fund II Institu | Other securities | — | — | $74K | 0.3% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 | Mutual Funds | — | — | $67K | 0.3% | |
| Vanguard VAIPX - Vanguard Inflation Protected Securities | Mutual Funds | — | — | $63K | 0.3% | |
| MFS MGRDX - MFS International Growth Fund CL R6 | Mutual Funds | — | — | $54K | 0.2% | |
| PGIM PHYQX - PGIM High Yield R6 | Other securities | — | — | $50K | 0.2% | |
| Vanguard VFSUX - Vanguard Short-Term Investment Grade Adm | Mutual Funds | — | — | $42K | 0.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $37K | 0.2% | |
| Vanguard VTRIX - Vanguard International Value Port Inv CL | Mutual Funds | — | — | $36K | 0.2% | |
| AllianceBernstein ANAZX - AB Global Bond Z | Other securities | — | — | $36K | 0.2% | |
| Principal QJPFQ - Principal GLB Invstr CIT US REIT 1 | Common Collective Trusts | — | — | $35K | 0.1% | |
| Vanguard VTINX - Vanguard Target Retirement Income | Mutual Funds | — | — | $28K | 0.1% | |
| Allspring WTRIX - Allspring Core Bond Fund R6 | Other securities | — | — | $27K | 0.1% | |
| PIMCO PCRIX - Pimco Commodity Real Return Inst | Mutual Funds | — | — | $21K | <0.1% | |
| MFS MSFKX - MFS Total Return Fund R6 | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-4028932 |
| — |
| PLAN ADMINISTRATOR |
| $34K |
| — |
