James Allison signed Insperity Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insperity Holdings, Inc.'s EIN is 76-0178498.
Download the official 2024 Form 5500 (PDF) for Insperity Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insperity Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | KINGWOOD, TX | RECORDKEEPER | $222K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | 13-3575636 | NORWALK, CT |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $103.8M | 16.1% | |
| Dodge & Cox Dodge & Cox Stock Fund (X) | Mutual Funds | — | — | $85.0M | 13.1% | |
| T. ROWE BLUE CHIP GROWTH CLASS T7 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $64.2M | 9.9% | |
| NY LIFE INS CO ANCHOR ACCOUNT FUND NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $38.2M | 5.9% | |
| SSGA TARGET RETIREMENT 2035 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $35.2M | 5.4% | |
| SSGA TARGET RETIREMENT 2030 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $28.1M | 4.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund (I) | Other securities | — | — | $26.9M | 4.2% | |
| SSGA TARGET RETIREMENT 2045 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $26.6M | 4.1% | |
| American Funds American Funds EUPAC Fund (R6) | Mutual Funds | — | — | $25.0M | 3.9% | |
| SSGA TARGET RETIREMENT 2040 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $23.9M | 3.7% | |
| SSGA TARGET RETIREMENT 2050 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $20.7M | 3.2% | |
| Victory Funds Victory Sycamore Established Value Fund (R6) | Other securities | — | — | $20.3M | 3.1% | |
| SSGA TARGET RETIREMENT 2025 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $17.2M | 2.7% | |
| Harbor Small Cap Growth Fund (Ret) | Other securities | — | — | $16.8M | 2.6% | |
| PIMCO Income Fund (Inst) | Mutual Funds | — | — | $16.3M | 2.5% | |
| TD Ameritrade Self-directed brokerage investments | Self-Directed Brokerage | — | — | $15.3M | 2.4% | |
| METWEST TOTAL RETURN BOND CLASS C METROPOLITAN WEST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $15.1M | 2.3% | |
| SSGA TARGET RETIREMENT 2055 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $12.9M | 2.0% | |
| Participant loans Varying maturity dates and interest rates ranging from | Participant loans | — | — | $11.0M | 1.7% | |
| William Blair William Blair Small Cap Value Fund (R6) | Other securities | — | — | $10.4M | 1.6% | |
| SSGA TARGET RETIREMENT 2060 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $6.7M | 1.0% | |
| SSGA GLOBAL ALL CAP EQ EX US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $6.4M | 1.0% | |
| SSGA RUSSEL SMALL/MID CAP INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $6.2M | 1.0% | |
| SSGA TARGET RETIREMENT INCOME FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| SSGA TARGET RETIREMENT 2020 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| SSGA U.S. BOND INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $3.3M | 0.5% | |
| SSGA TARGET RETIREMENT 2065 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| PIMCO All Asset Fund (Inst) | Mutual Funds | — | — | $624K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $120K |
| — |
| BUCK GLOBAL LLC | 83-1116912 | NEW YORK, NY | CONSULTANT | $78K | — |
| PRONVEST INC. DBA FUTURE CAPITAL | 62-1823351 | CHATTANOOGA, TN | INVESTMENT ADVISOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 25-1926855 | NEW YORK, NY | TRUSTEE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | SECAUCUS, NJ | AUDITOR | $66K | — |
