Kimberly Burke signed The Washington Humane Society DBA Humane Rescue Alliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Washington Humane Society DBA Humane Rescue Alliance's EIN is 53-0219724.
Download the official 2024 Form 5500 (PDF) for The Washington Humane Society DBA Humane Rescue Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Washington Humane Society DBA Humane Rescue Alliance'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.2M | 19.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $867K | 13.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $681K | 10.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $624K | 10.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $564K | 9.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $485K | 7.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $439K | 7.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $402K | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $313K | 5.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $265K | 4.2% | |
| with Various Maturities - | Other securities | — | — | $87K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $59K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $54K | 0.9% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $38K | 0.6% | |
| Fidelity International Index | Mutual Funds | — | — | $37K | 0.6% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $33K | 0.5% | |
| J.P. Morgan Large Cap Growth | Other securities | — | — | $27K | 0.4% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $24K | 0.4% | |
| Undiscovered Mgrs Behavioral Value | Other securities | — | — | $13K | 0.2% | |
| iShares Developed Real Estate Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| AB Global Bond Fund Class Z | Other securities | — | — | $2K | <0.1% | |
| Mirova Global Sustainable Equity N | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASAE BUSINESS SERVICES | — | WASHINGTON, DC | OTHER | $1K | — |
