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Original filing (PDF)20251013100307NAL0002338754001
HR PARTNERS, INC.
Form 5500
FILING_RECEIVED
HR PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
143
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HR PARTNERS, INC..
Plan sponsor
Name
HR PARTNERS, INC.
EIN
58-2394083
Address
3105 MEDLOCK BRIDGE ROAD · NORCROSS, GA · 30071
Phone
(770) 248-0401
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARSHALL JONES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $37K | — |
Investments
16 direct securities · 24 pooled funds· $11.2M(100% of reported assets)
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.
Pooled Separate Account
$6.2M
24 holdings
Uncategorized
$5.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins Co Transamerica LG 2045 BlackRock | — | — | — | $1.2M | 18.8% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $1.2M | 18.8% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $762K | 11.5% | |
| Transamerica Financial Life Ins Co Transamerica LG 2035 BlackRock | — | — | — | $663K | 10.0% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $663K | 10.0% | |
| Transamerica Financial Life Ins Co Transamerica LG 2030 BlackRock | — | — | — | $587K | 8.9% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $587K | 8.9% | |
| Transamerica Financial Life Ins Co Transamerica LG 2040 BlackRock | — | — | — | $461K | 7.0% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $461K | 7.0% | |
| Transamerica LifeGoal | — | — | — | $445K | 6.7% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $445K | 6.7% | |
| Transamerica Financial Life Ins Co Transamerica LG 2025 BlackRock | — | — | — | $430K | 6.5% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $430K | 6.5% | |
| Transamerica LifeGoal | — | — | — | $240K | 3.6% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $240K | 3.6% | |
| Transamerica TA Vanguard Total Stck | — | — | — | $233K | 3.5% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $233K | 3.5% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $233K | 3.5% | |
| Transamerica Financial Life Ins Co Transamerica LG 2050 BlackRock | — | — | — | $189K | 2.9% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $189K | 2.9% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $164K | 2.5% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $147K | 2.2% | |
| TRANSAMERICA LG D BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $110K | 1.7% | |
| Transamerica LifeGoal 206 * Transamerica LifeGoal Ret | — | — | — | $110K | 1.7% | |
| Transamerica Stable Value | — | — | — | $101K | 1.5% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | — | — | — | $101K | 1.5% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $84K | 1.3% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $78K | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $77K | 1.2% | |
| participants September 2029 | — | — | — | $77K | 1.2% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 508 | Pooled Separate Account | — | — | $72K | 1.1% | |
| Party-in- borrower, lessor, or similar (e) Current interest party (c) Description of investment value Aegon Bond Ret Acct | — | — | — | $23K | 0.3% | |
| AEGON BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 312 | Pooled Separate Account | — | — | $23K | 0.3% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Dimensional Fund Advisors DFA Inflation-Protected | — | — | — | $2K | <0.1% | |
| DFA INFL-PRTCTD SEC POFOLIO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $206 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY INC ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY MOD GR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% |
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