Jeremiah Bogdon signed My HR Pros' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
My HR Pros' EIN is 71-0772119.
Download the official 2024 Form 5500 (PDF) for My HR Pros from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)My HR Pros' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY PLAN | $258K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins. Co. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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 | Other securities | — | — | $3.0M | 3.8% | |
| Transamerica Financial Life Ins. Co. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $1.2M | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY PLAN |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN PERSONNEL MGMT, INC | 71-0772119 | — | PLAN SPONSOR | $73K | — |
