Brendan Flood signed Headway Workforce Solutions, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Headway Workforce Solutions, Inc.'s EIN is 75-2134871.
Download the official 2023 Form 5500 (PDF) for Headway Workforce Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Headway Workforce Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Total Stock Market Index Fund | Common Collective Trusts | — | — | $2.0M | 13.1% | |
| Vanguard Short-Term Corporate Bond Index Fund | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.8M | 11.9% | |
| Charles Schwab Treasury Inflation Protected Securities | U.S. Treasuries | — | — | $1.7M | 11.1% | |
| s * Charles Schwab International Index Fund | Mutual Funds | — | — | $1.7M | 11.0% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 7.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $805K | 5.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $622K | 4.1% | |
| Interest-Bearing Cash * Charles Schwab Bank Savings | Mutual Funds | — | — | $604K | 4.0% | |
| Self-Directed Brokerage Accounts * Charles Schwab Personal Choice Retirement | Self-Directed Brokerage | — | — | $513K | 3.4% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $504K | 3.3% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $484K | 3.2% | |
| Charles Schwab Fundamental Int'l Large Co Index Fund | Common Collective Trusts | — | — | $413K | 2.7% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $354K | 2.3% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $271K | 1.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $212K | 1.4% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $210K | 1.4% | |
| Participants Participant Loans Rates from 5.75% to 9.5% - | Bonds / Notes | — | — | $25K | 0.2% | |
| Charles Schwab Fundamental Int'l Small Co Index Fund | Common Collective Trusts | — | — | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
