Elizabeth Wilkins signed H.Y.B., Inc. DBA Harper's' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.Y.B., Inc. DBA Harper's' EIN is 62-1105945.
Download the official 2024 Form 5500 (PDF) for H.Y.B., Inc. DBA Harper's from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.Y.B., Inc. DBA Harper'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 13-3689044 | — | RECORDKEEPER | $48K | — |
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES IN |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNTS TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $10.6M | 98.1% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $2.1M | 19.4% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $1.1M | 10.1% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $1.0M | 9.6% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $832K | 7.7% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $712K | 6.6% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $593K | 5.5% | |
| AB Large Cap Growth Z | Other securities | — | — | $585K | 5.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $550K | 5.1% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $438K | 4.1% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $306K | 2.8% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $249K | 2.3% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | — | $211K | 2.0% | |
| American Funds Hi Income Tr R6 | Mutual Funds | — | — | $208K | 1.9% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $189K | 1.8% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $158K | 1.5% | |
| BlackRock Mid Cap Growth Equity K | Other securities | — | — | $154K | 1.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $133K | 1.2% | |
| Vanguard International Value | Mutual Funds | — | — | $133K | 1.2% | |
| JP Morgan U.S. Treasury Securities MM | Other securities | — | — | $113K | 1.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $113K | 1.0% | |
| iShares MSCI Total International Index K | Other securities | — | — | $107K | 1.0% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $106K | 1.0% | |
| Fidelity Advisor Intl Small Cap Z | Mutual Funds | — | — | $95K | 0.9% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $92K | 0.9% | |
| iShares Russell Mid Cap Index K | Other securities | — | — | $87K | 0.8% | |
| BlackRock Total Return Instl | Other securities | — | — | $71K | 0.7% | |
| Janus Henderson Venture Fund Class N | Mutual Funds | — | — | $61K | 0.6% | |
| PIMCO International Bond (USD Hedged) Instl | Mutual Funds | — | — | $34K | 0.3% | |
| Notes receivable from participants 4.25% -0- | Bonds / Notes | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1531281 |
| — |
| INVESTMENT ADVISORY -PLA |
| $28K |
| — |
