TINA Green signed HSP Direct, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HSP Direct, LLC's EIN is 54-2039701.
Download the official 2024 Form 5500 (PDF) for HSP Direct, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HSP Direct, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORTATION | 35-1140070 | — | SERVICE PROVIDER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS | 26-2091417 | — | TPA | $2K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $20.4M | 99.0% | |
| Lincoln Financial Group YourPath Hybrid 2040 Moderate | Common Stocks | — | — | $2.7M | 13.3% | |
| Lincoln Financial Group YourPath Hybrid 2035 Moderate | Common Stocks | — | — | $2.7M | 13.0% | |
| Lincoln Financial Group YourPath Hybrid 2045 Moderate | Common Stocks | — | — | $2.6M | 12.5% | |
| Lincoln Financial Group YourPath Hybrid 2050 Moderate | Common Stocks | — | — | $2.2M | 10.6% | |
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $1.7M | 8.0% | |
| Lincoln Financial Group YourPath Hybrid 2055 Aggressive 16 * Lincoln Financial Group YourPath Hybrid 2055 Moderate | Common Stocks | — | — | $1.1M | 5.2% | |
| American Funds The Growth Fund Of America Class R-6 | Mutual Funds | — | — | $925K | 4.5% | |
| Baird Asset Management Aggregate Bond Institutional Class | Other securities | — | — | $740K | 3.6% | |
| Lincoln Financial Group YourPath Hybrid 2060 Aggressive 772 * Lincoln Financial Group YourPath Hybrid 2060 Moderate | Common Stocks | — | — | $632K | 3.1% | |
| Dimensional Fund Advisors US Large Cap Value Portfolio Institutional Class | Mutual Funds | — | — | $615K | 3.0% | |
| Lincoln Financial Group YourPath Hybrid 2025 Moderate | Common Stocks | — | — | $567K | 2.8% | |
| Lincoln Financial Group YourPath Hybrid 2030 Moderate | Common Stocks | — | — | $565K | 2.7% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $519K | 2.5% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor 940 Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $398K | 1.9% | |
| American Funds Investment Co Of America Class R-6 | Mutual Funds | — | — | $392K | 1.9% | |
| Lincoln Financial Group YourPath Hybrid 2020 Moderate | Common Stocks | — | — | $269K | 1.3% | |
| Vanguard Ultra Short Term Bond Admiral | Mutual Funds | — | — | $263K | 1.3% | |
| Lincoln Financial Group YourPath Hybrid 2065 Moderate | Common Stocks | — | — | $237K | 1.2% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $226K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $142K | 0.7% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $133K | 0.6% | |
| DWS Group Enhanced Commodity Strategy Fund Class R-6 | Common Stocks | — | — | $123K | 0.6% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | Mutual Funds | — | — | $120K | 0.6% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS American Funds Intl Growth And Income Fund Class R-6 | Pooled Separate Accounts | — | — | $118K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $115K | 0.6% | |
| Vanguard LifeStrategy Income 576 Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $99K | 0.5% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $98K | 0.5% | |
| Lincoln Financial Group YourPath Hybrid 2050 Aggressive | Common Stocks | — | — | $73K | 0.4% | |
| Baird Asset Management Core Plus Bond Institutional Class | Other securities | — | — | $52K | 0.3% | |
| Vanguard High-Yield Corporate Fund Admiral | Mutual Funds | — | — | $35K | 0.2% | |
| INVESTMENT IN STABLE VALUE * Lincoln Financial Group Guaranteed Stable Value | Stable Value | — | — | $22K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral 572 Vanguard Intl Growth Fund Admiral | Mutual Funds | — | — | $17K | <0.1% | |
| Lincoln Financial Group YourPath Hybrid 2045 Aggressive | Common Stocks | — | — | $9K | <0.1% | |
| Lincoln Financial Group YourPath Hybrid 2065 Aggressive | Common Stocks | — | — | $4K | <0.1% | |
| Vanguard Intl Value Fund Investor | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Mod Growth Fund Investor Shares | Mutual Funds | — | — | $1K | <0.1% |
