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Original filing (PDF)20251015121320NAL0004812145002
MY HR PROS
Form 5500
FILING_RECEIVED
MY HR PROS 401(K) PLAN
401(k) retirement plan
Active participants
4,608
Accounts w/ balance
2,266
Plan assets (EOY)
$79.6M
Net assets (EOY)
$79.6M
How this plan invests
This plan
48 pooled trusts
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 56 bps in Schedule C fees — 249% above peer band of 16 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MY HR PROS.
Plan sponsor
Name
MY HR PROS
EIN
71-0772119
Address
1701 MAIN STREET · SUITE B · VAN BUREN, AR · 72956
Phone
(479) 474-7752
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SHOPTAW, LABAHN & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $99K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY PLAN | $258K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT ADVISORY PLAN | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN PERSONNEL MGMT, INC | 71-0772119 | — | PLAN SPONSOR | $73K | — |
Investments
47 direct securities · 48 pooled funds· $144.8M(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
$73.5M
48 holdings
Uncategorized
$71.3M
47 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins. Co. | — | — | — | $4.3M | 5.4% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $4.3M | 5.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $3.8M | 4.8% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $3.8M | 4.8% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $3.3M | 4.1% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $3.3M | 4.1% | |
| Various participants | — | — | — | $3.0M | 3.8% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.9M | 3.7% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $2.9M | 3.7% | |
| AMERICAN FDS GR FD OF AMER INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 147 | Pooled Separate Account | — | — | $2.9M | 3.7% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.8M | 3.5% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $2.8M | 3.5% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.6M | 3.3% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $2.6M | 3.3% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.6M | 3.2% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $2.6M | 3.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.5M | 3.2% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $2.5M | 3.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.5M | 3.1% | |
| BLACKROCK HEALTH SCIENCES OPS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $2.5M | 3.1% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.3M | 2.9% | |
| STATE STREET RUSS LG CP VAL IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $2.3M | 2.9% | |
| TA VANGUARD TTL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $2.3M | 2.9% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.1M | 2.6% | |
| MACQUARIE IVY SCIENCE & TECH INV TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 090 | Pooled Separate Account | — | — | $2.1M | 2.6% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.0M | 2.6% | |
| PIONEER DISCIPLINED VAL INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 100 | Pooled Separate Account | — | — | $2.0M | 2.6% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $2.0M | 2.5% | |
| AMERICAN CENTURY INF-ADJ BD INV TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 440 | Pooled Separate Account | — | — | $2.0M | 2.5% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.9M | 2.4% | |
| AMERICAN FDS FDMNTL INVS INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 141 | Pooled Separate Account | — | — | $1.9M | 2.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.8M | 2.2% | |
| AMERICAN FUNDS BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 158 | Pooled Separate Account | — | — | $1.8M | 2.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.7M | 2.2% | |
| AMERICAN FDS NEW PRSPCTV INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 155 | Pooled Separate Account | — | — | $1.7M | 2.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.6M | 2.1% | |
| AMERICAN FDS SMALLCAP WRLD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $1.6M | 2.1% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.6M | 2.0% | |
| JANUS HENDERSON BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 298 | Pooled Separate Account | — | — | $1.6M | 2.0% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.5M | 1.9% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.4M | 1.8% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.4M | 1.7% | |
| STATE ST RUSS SM CP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $1.4M | 1.7% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.3M | 1.6% | |
| AMERICAN FDS WA MTL INVS INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 140 | Pooled Separate Account | — | — | $1.3M | 1.6% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.2M | 1.5% | |
| AMERICAN FUNDS AMCAP INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 146 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.2M | 1.5% | |
| LOOMIS SAYLES BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.4% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.4% | |
| STATE STREET RUSSELL SM CP IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.4% | |
| FRANKLIN TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 087 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.4% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.4% | |
| STATE STREET RUSS SM CAP GR IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.1M | 1.3% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $1.0M | 1.3% | |
| LORD ABBETT TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 584 | Pooled Separate Account | — | — | $1.0M | 1.3% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $989K | 1.2% | |
| INVESCO MAIN STREET INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 144 | Pooled Separate Account | — | — | $989K | 1.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $954K | 1.2% | |
| INVESCO SMALL CAP GR INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 114 | Pooled Separate Account | — | — | $954K | 1.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $827K | 1.0% | |
| MFS MASSACHUSETTS INVS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $827K | 1.0% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $814K | 1.0% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $814K | 1.0% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $708K | 0.9% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $708K | 0.9% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $687K | 0.9% | |
| INVESCO DEVELOPING MKTS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $687K | 0.9% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $630K | 0.8% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $630K | 0.8% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $590K | 0.7% | |
| PGIM JENNISON UTILITY INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 093 | Pooled Separate Account | — | — | $590K | 0.7% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $582K | 0.7% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $582K | 0.7% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $529K | 0.7% | |
| LORD ABBETT VAL OPP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 536 | Pooled Separate Account | — | — | $529K | 0.7% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $502K | 0.6% | |
| JPMORGAN INTREPID MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 331 | Pooled Separate Account | — | — | $502K | 0.6% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $201K | 0.3% | |
| FRANKLIN MTL FNCL SRVC INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 043 | Pooled Separate Account | — | — | $201K | 0.3% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $132K | 0.2% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $132K | 0.2% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $95K | 0.1% | |
| TA VANGUARD LIFESTRATEGY GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $95K | 0.1% | |
| Transamerica Financial Life Ins. Co. | — | — | — | $28K | <0.1% | |
| TA VANGUARD LIFESTRATEGY INC RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $28K | <0.1% |
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