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Original filing (PDF)20251007123821NAL0004768929001
HUMAN RIGHTS CAMPAIGN
Form 5500
FILING_RECEIVED
HUMAN RIGHTS CAMPAIGN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
357
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMAN RIGHTS CAMPAIGN.
Plan sponsor
Name
HUMAN RIGHTS CAMPAIGN
EIN
52-1243457
Address
1640 RHODE ISLAND AVE N.W. · WASHINGTON, DC · 20036
Phone
(202) 216-1529
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $87K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities· $47.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Retirement I 2030 I Fund - | — | — | — | $6.3M | 13.2% | |
| Vanguard Group Vanguard 500 Index Fund Admiral - | — | — | — | $5.5M | 11.6% | |
| T. Rowe Price Funds Retirement I 2040 I Fund - | — | — | — | $5.3M | 11.0% | |
| Shares b T. Rowe Price Funds Retirement I 2050 I Fund - | — | — | — | $3.8M | 7.9% | |
| JP Morgan Funds JPMorgan Large Cap Growth R6 - | — | — | — | $3.4M | 7.2% | |
| Management Class R6 b T. Rowe Price Funds Retirement I 2055 I Fund - | — | — | — | $2.3M | 4.8% | |
| T. Rowe Price Funds Retirement I 2045 I Fund - | — | — | — | $2.2M | 4.6% | |
| Management Co Class R6 b MFS Investment MFS International Diversification Fund - | — | — | — | $2.0M | 4.2% | |
| Ivy Investment Delaware Ivy Mid Cap Growth Fund - | — | — | — | $1.9M | 3.9% | |
| T. Rowe Price Funds Retirement I 2060 I Fund - | — | — | — | $1.7M | 3.5% | |
| Fund® Class R-6 b T. Rowe Price Funds Retirement I 2035 I Fund - | — | — | — | $1.6M | 3.3% | |
| The American Funds American Funds New Perspective - | — | — | — | $1.5M | 3.2% | |
| Principal Life Insurance Principal Fixed Income Guarantee - | — | — | — | $1.2M | 2.5% | |
| Vanguard Group Vanguard Value Index Admiral Fund - | — | — | — | $1.1M | 2.2% | |
| Pioneer Strategic Income Fund Class K - | — | — | — | $996K | 2.1% | |
| Admiral Shares b T. Rowe Price Funds Retirement I 2015 I Fund - | — | — | — | $846K | 1.8% | |
| Vanguard Group Vanguard Mid-Cap Value Index Fund - | — | — | — | $832K | 1.7% | |
| Shares b T. Rowe Price Funds Retirement I 2020 I Fund - | — | — | — | $731K | 1.5% | |
| Vanguard Group Vanguard Small-Cap Index Fund - | — | — | — | $714K | 1.5% | |
| AdmiralbShares b Parnassus Core Equity Fund - Investor - | — | — | — | $680K | 1.4% | |
| Fundbb b PIMCO Funds PIMCO Total Return FundbClass A - | — | — | — | $626K | 1.3% | |
| Participant loans Interest Rates Range from 4.25%- - | — | — | — | $503K | 1.1% | |
| Securities Fund b T. Rowe Price Funds Retirement I 2025 I Fund - | — | — | — | $491K | 1.0% | |
| Nationwide NationwidebGeneva MidbCap Group R6 - | — | — | — | $488K | 1.0% | |
| T. Rowe Price Funds Retirement I 2065 I Fund - | — | — | — | $349K | 0.7% | |
| Delaware Investments Delaware Small Cap Value R6 Fund - | — | — | — | $297K | 0.6% | |
| Virtus Duff & Phelps Global Real Estate - | — | — | — | $217K | 0.5% | |
| T. Rowe Price Funds Retirement I 2010 I Fund - | — | — | — | $180K | 0.4% | |
| (E) | — | — | — | $5K | <0.1% | |
| T. Rowe Price Funds Retirement I 2005 I Fund - | — | — | — | $5K | <0.1% |
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