Michelle Nolan signed Essential HR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essential HR, Inc.'s EIN is 75-2545443.
Download the official 2024 Form 5500 (PDF) for Essential HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential HR, Inc.'s 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 |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT | 59-2749576 | — | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY PARTNERS RETIREMENT GROUP | — | CLEARWATER, FL | INV ADVISORY | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Total Stock Market Index Admira n/a | Common Collective Trusts | — | — | $3.4M | 20.5% | |
| Fidelity Funds Fidelity 500 Index n/a | Common Collective Trusts | — | — | $2.8M | 17.1% | |
| Vanguard Funds Vanguard Intermediate-Term Bond Index Ad n/a | Mutual Funds | — | — | $2.5M | 15.1% | |
| Vanguard Funds Vanguard Federal Money Market n/a | Mutual Funds | — | — | $1.7M | 10.1% | |
| Vanguard Funds Vanguard Consumer Staples Index n/a | Mutual Funds | — | — | $1000K | 6.1% | |
| Vanguard Funds Vanguard Real Estate Index Admiral n/a - Vanguard Funds Vanguard Mid Cap Index Admiral n/a | Mutual Funds | — | — | $687K | 4.2% | |
| Fidelity FISDB - Fidelity Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $406K | 2.5% | |
| Vanguard Funds Vanguard Short-Term Federal Admiral n/a - Vanguard Funds Vanguard Small Cap Index Admiral n/a | Mutual Funds | — | — | $339K | 2.1% | |
| Vanguard Funds Vanguard Total Int'l Stock Index Admiral n/a | Mutual Funds | — | — | $322K | 2.0% | |
| Participant loans Participants loans @ 4.25% to 9.5% with various maturity d n/a | Bonds / Notes | — | — | $284K | 1.7% | |
| Vanguard Funds Vanguard Utilities Index Admiral n/a | Mutual Funds | — | — | $247K | 1.5% | |
| AllianceBernstein AB Small Cap Growth Portfolio CL Z n/a | Other securities | — | — | $226K | 1.4% | |
| Wells Fargo Allspring Growth R6 n/a | Other securities | — | — | $216K | 1.3% | |
| MFS Value Fund Class R6 n/a | Mutual Funds | — | — | $205K | 1.2% | |
| American Funds American Funds Capital World G & I R6 n/a | Mutual Funds | — | — | $187K | 1.1% | |
| American Funds American Funds EuroPacifc R6 n/a | Mutual Funds | — | — | $166K | 1.0% | |
| Vanguard Funds Vanguard Inflation Protected Securities n/a | Mutual Funds | — | — | $163K | 1.0% | |
| JPMorgan Undiscovered Managers Behavioral Val R6 n/a | Other securities | — | — | $121K | 0.7% | |
| Principal High Yield R6 n/a | Other securities | — | — | $116K | 0.7% | |
| Victory Sycamore Established Value R6 n/a | Other securities | — | — | $101K | 0.6% | |
| Metropolitan West Funds METROPOLITAN WEST TOTAL RETURN CL P n/a | Other securities | — | — | $98K | 0.6% | |
| Vanguard Funds Vanguard Mid Cap Growth n/a | Mutual Funds | — | — | $84K | 0.5% | |
| Gabelli Funds/Ssga Gabelli US Treasury Money Market n/a | U.S. Treasuries | — | — | $83K | 0.5% | |
| American Funds American Funds American Balanced R6 n/a | Mutual Funds | — | — | $52K | 0.3% | |
| BlackRock Global Allocation K n/a | Other securities | — | — | $49K | 0.3% | |
| American Funds American Funds Capital World Bond R6 n/a | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Funds Vanguard Short Term Treasury Admiral n/a | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIDUCIARY PARTNERS INV CONSULTING |
| — |
| CLEARWATER, FL |
| INV ADVISORY |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $63K | — |
