Sonia Martins signed Hearx West, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hearx West, LLC's EIN is 65-0858341.
Download the official 2024 Form 5500 (PDF) for Hearx West, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hearx West, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2055 Trust II | Mutual Funds | — | — | $575K | 18.2% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $575K | 18.2% | |
| Vanguard Target Retrmnt 2025 Trust II | Mutual Funds | — | — | $513K | 16.2% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $513K | 16.2% | |
| Vanguard Target Retrmnt 2045 Trust II | Mutual Funds | — | — | $365K | 11.5% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $365K | 11.5% | |
| Vanguard Target Retrmnt 2035 Trust II | Mutual Funds | — | — | $287K | 9.1% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $287K | 9.1% | |
| Vanguard Target Retrmnt 2060 Trust II | Mutual Funds | — | — | $264K | 8.4% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $264K | 8.4% | |
| Vanguard Target Retrmnt 2040 Trust II | Mutual Funds | — | — | $229K | 7.3% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $229K | 7.3% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $194K | 6.1% | |
| Vanguard Target Retrmnt 2050 Trust II | Mutual Funds | — | — | $161K | 5.1% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $161K | 5.1% | |
| Vanguard Target Retrmnt 2030 Trust II | Mutual Funds | — | — | $135K | 4.3% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $135K | 4.3% | |
| Vanguard Target Retrmnt 2020 Trust II | Mutual Funds | — | — | $117K | 3.7% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $117K | 3.7% | |
| Columbia Dividend Inc Adv | Common Stocks | — | — | $68K | 2.1% | |
| dates through July 2029 | Other securities | — | — | $40K | 1.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $39K | 1.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $38K | 1.2% | |
| MFS Intl Diversification R3 | Mutual Funds | — | — | $35K | 1.1% | |
| Vanguard Target Retrmnt Incm Trust II | Mutual Funds | — | — | $34K | 1.1% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $34K | 1.1% | |
| AB Large Cap Growth Advisor | Other securities | — | — | $18K | 0.6% | |
| Victory Sycamore Est Val R6 20 * State Street Bank & Trust Company Cash Reserve Accounts | Cash / Money Market | — | — | $17K | 0.5% | |
| JPMorgan US Research Enhanced Eq R6 | Other securities | — | — | $17K | 0.5% | |
| Vanguard Instl Index | Mutual Funds | — | — | $16K | 0.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $15K | 0.5% | |
| Pioneer Bd Y | Other securities | — | — | $8K | 0.3% | |
| Capital Corporation Revenue to Mid Atlantic 0.6600.8250.8251. | Common Stocks | — | $8K | $7K | 0.2% | |
| Metlife Wilmington/MetLife Stable Class 80 | Other securities | — | — | $6K | 0.2% | |
| WILMINGTON/METLIFE STABLE CLASS 80 METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $6K | 0.2% | |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $5K | 0.2% | |
| Prudential Guaranteed Interest Account | Other securities | — | — | $2K | <0.1% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
