Decisionhr, Inc.'s EIN is 59-3405686.
Download the official 2024 Form 5500 (PDF) for Decisionhr, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Decisionhr, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $365K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $73K | — |
| DECISIONHR, INC. | 59-3405686 | — | NONE | $26K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.8M | 17.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $7.1M | 10.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.9M | 8.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.0M | 7.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.9M | 7.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.3M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.1M | 4.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.9M | 4.4% | |
| MFS Growth Fund CL R6 | Mutual Funds | — | — | $2.2M | 3.3% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $1.9M | 2.9% | |
| Vanguard Inflation Protection SEC Admiral | Mutual Funds | — | — | $1.8M | 2.7% | |
| American Funds American Funds American Bal FD R6 | Mutual Funds | — | — | $1.4M | 2.2% | |
| Metropolitan West Metropolitan West Total Return Bond Plan | Other securities | — | — | $1.4M | 2.1% | |
| Schwab Bank Savings | Mutual Funds | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1000K | 1.5% | |
| Notes receivable from Interest rate of 4.25% to 9.50%, maturity $-- | Bonds / Notes | — | — | $905K | 1.4% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $894K | 1.3% | |
| Admiral American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $869K | 1.3% | |
| MFS Value Fund CL R6 | Mutual Funds | — | — | $856K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $790K | 1.2% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $774K | 1.2% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $641K | 1.0% | |
| Clearbridge Small Cap Growth IS | Other securities | — | — | $499K | 0.7% | |
| Principal High Yield R6 | Other securities | — | — | $488K | 0.7% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $387K | 0.6% | |
| DFA US Targeted Value Port Instl | Mutual Funds | — | — | $228K | 0.3% | |
| Schwab Self-Directed Invesments | Self-Directed Brokerage | — | — | $213K | 0.3% | |
| American Beacon American Beacon Shapiro SMID Cap R6 | Other securities | — | — | $184K | 0.3% | |
| Vanguard Selected Value Fund Investor | Mutual Funds | — | — | $71K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB BANK |
| 82-3967259 |
| — |
| NONE |
| $7K |
| — |
