Katie Bruns signed HEAR.COM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HEAR.COM's EIN is 47-4305088.
Download the official 2024 Form 5500 (PDF) for HEAR.COM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HEAR.COM's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Adv | Other securities | — | — | $728K | 11.7% | |
| Columbia Dividend Income Adv | Other securities | — | — | $588K | 9.4% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $554K | 8.9% | |
| Blackrock High Yield Bond Instl | Other securities | — | — | $452K | 7.2% | |
| MFS International Diversification R3 | Mutual Funds | — | — | $444K | 7.1% | |
| Principal Global Real Estate Sec Inst | Other securities | — | — | $419K | 6.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $396K | 6.3% | |
| Capital Group American Funds New World R5 | Mutual Funds | — | — | $331K | 5.3% | |
| BNY Mellon Global Dynamic Bond Income I | Other securities | — | — | $264K | 4.2% | |
| Prudential Guaranteed Interest Account | Other securities | — | — | $257K | 4.1% | |
| Pioneer Bond Y | Other securities | — | — | $257K | 4.1% | |
| JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $254K | 4.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $242K | 3.9% | |
| Vanguard Total Intl Bond Idx Admiral | Common Collective Trusts | — | — | $211K | 3.4% | |
| Parnassus Mid Cap Fund | Other securities | — | — | $204K | 3.3% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $192K | 3.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $192K | 3.1% | |
| State Street Bank & Trust Company Cash Reserve Accounts | Cash / Money Market | — | — | $49K | 0.8% | |
| Fidelity Adv Materials I | Mutual Funds | — | — | $3K | <0.1% | |
| Stable Value Fund Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP | 44-0160260 | — | AUDITOR | $21K | — |
