JAMI Kabus signed HC Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HC Services LLC's EIN is 61-1686206.
Download the official 2024 Form 5500 (PDF) for HC Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HC Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 35-1140070 | — | SERVICE PROVIDER | $97K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.8M | 16.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.8M | 15.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.9M | 10.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.6M | 9.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.3M | 7.4% | |
| Vanguard Growth Index Cl Admiral | Mutual Funds | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $949K | 5.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $870K | 5.0% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $755K | 4.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $439K | 2.5% | |
| Vanguard Extended Market Index Admiral Shares | Mutual Funds | — | — | $429K | 2.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $406K | 2.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $373K | 2.1% | |
| Virtus KAR Small-Cap Growth Fund Class R6 | Other securities | — | — | $301K | 1.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $289K | 1.6% | |
| Victory Sophus Emerging Markets Class Y | Other securities | — | — | $278K | 1.6% | |
| * Lincoln Stable Value Account- LNTPA | Guaranteed Income / GIC | — | — | $231K | 1.3% | |
| Participant loans*** 4.25%-9.50% with maturity dates through 2048 -0- | Bonds / Notes | — | — | $183K | 1.0% | |
| American Beacon American Beacon Small Cap Value Inst Class | Mutual Funds | — | — | $181K | 1.0% | |
| Vanguard Value Index Cl Admiral | Mutual Funds | — | — | $152K | 0.9% | |
| Western Asset Core Plus Bond Cl Is | Other securities | — | — | $103K | 0.6% | |
| Dodge & Cox Dodge & Cox Balanced | Mutual Funds | — | — | $58K | 0.3% | |
| Fidelity Advisor Strategic Income Class I | Mutual Funds | — | — | $50K | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Investor Shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
