Regina Jasso signed Harmonic Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harmonic Inc.'s EIN is 77-0201147.
Download the official 2024 Form 5500 (PDF) for Harmonic Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harmonic Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD | Mutual Funds | — | — | $30.6M | 19.9% | |
| T ROWE PRICE | Mutual Funds | — | — | $17.3M | 11.2% | |
| Personal Choice Retirement | Self-Directed Brokerage | — | — | $13.4M | 8.7% | |
| HARBOR | Other securities | — | — | $11.4M | 7.4% | |
| DODGE & COX | Mutual Funds | — | — | $10.8M | 7.0% | |
| NEUBERGER & BERMAN | Other securities | — | — | $9.5M | 6.2% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $9.2M | 6.0% | |
| TEMPLETON INSTL | Mutual Funds | — | — | $5.4M | 3.5% | |
| VANGUARD | Mutual Funds | — | — | $5.3M | 3.5% | |
| BLACKROCK | Other securities | — | — | $4.8M | 3.1% | |
| WILLIAM BLAIR | Other securities | — | — | $4.6M | 3.0% | |
| PIMCO | Mutual Funds | — | — | $4.3M | 2.8% | |
| VANGUARD | Mutual Funds | — | — | $4.1M | 2.7% | |
| AMG TIMES SQ | Other securities | — | — | $4.0M | 2.6% | |
| DFA U.S. | Mutual Funds | — | — | $3.7M | 2.4% | |
| COLUMBIA | Other securities | — | — | $3.3M | 2.1% | |
| AMERICAN CENTURY | Other securities | — | — | $2.9M | 1.9% | |
| PIMCO | Mutual Funds | — | — | $2.5M | 1.6% | |
| Personal Choice Retirement | Self-Directed Brokerage | — | — | $2.1M | 1.3% | |
| Personal Choice Retirement 2 | Self-Directed Brokerage | — | — | $722K | 0.5% | |
| Notes receivable from participants | Other securities | — | — | $465K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
