Wendy KATZ signed Total HR 401(k) Profit Sharing Plan's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total HR 401(k) Profit Sharing Plan's EIN is 57-1088358.
Download the official 2022 Form 5500 (PDF) for Total HR 401(k) Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Total HR 401(k) Profit Sharing Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY ALLIANCE, LLC | — | GREENVILLE, SC | ADVISOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $60K | — |
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.
| % of plan | |||
|---|---|---|---|
| STADION TARGETFIT INCOME MODERATE S BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 070 | Common Collective Trust | $0 | — |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
