Shane Roberson signed HR, Inc. DBA Simple HR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HR, Inc. DBA Simple HR's EIN is 81-0583874.
Download the official 2024 Form 5500 (PDF) for HR, Inc. DBA Simple HR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HR, Inc. DBA Simple HR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INS CO | 36-6071399 | — | RECORDKEEPER | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TTL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $4.6M | 17.4% | |
| LifeGoal 2040 Pooled separate account | Pooled Separate Accounts | — | — | $2.4M | 9.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $2.4M | 9.1% | |
| Investments, at contract value * Transamerica Stable value core | Stable Value | — | — | $2.3M | 8.8% | |
| LifeGoal 2045 Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 7.9% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $2.1M | 7.9% | |
| LifeGoal 2055 Pooled separate account | Pooled Separate Accounts | — | — | $1.5M | 5.6% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $1.5M | 5.6% | |
| LifeGoal 2035 Pooled separate account | Pooled Separate Accounts | — | — | $1.4M | 5.3% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $1.4M | 5.3% | |
| LifeGoal 2030 Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 4.7% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $1.2M | 4.7% | |
| LifeGoal 2025 Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 4.4% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| LifeGoal 2050 Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 4.4% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| Partners Stock Index Pooled separate account | Pooled Separate Accounts | — | — | $980K | 3.7% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $980K | 3.7% | |
| TRANSAMERICA LG D BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $695K | 2.6% | |
| Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $651K | 2.5% | |
| AMERICAN FDS GR FD OF AMER RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $651K | 2.5% | |
| FRANKLIN SMALL-MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $545K | 2.1% | |
| LifeGoal 2060 Pooled separate account | Pooled Separate Accounts | — | — | $485K | 1.8% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $485K | 1.8% | |
| secured by the participants' vested balance; varying maturity dates | Other securities | — | — | $429K | 1.6% | |
| INVESCO COMSTOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 576 | Pooled Separate Account | — | — | $397K | 1.5% | |
| EuroPacific Growth Pooled separate account | Pooled Separate Accounts | — | — | $384K | 1.5% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $384K | 1.5% | |
| FRANKLIN UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 263 | Pooled Separate Account | — | — | $314K | 1.2% | |
| Sayles Investment Pooled separate account | Pooled Separate Accounts | — | — | $309K | 1.2% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $309K | 1.2% | |
| New Perspective Pooled separate account | Pooled Separate Accounts | — | — | $295K | 1.1% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $295K | 1.1% | |
| SMALLCAP World Pooled separate account | Pooled Separate Accounts | — | — | $254K | 1.0% | |
| AMERICAN FDS SMALLCAP WRLD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $254K | 1.0% | |
| Funds AMCAP Pooled separate account | Pooled Separate Accounts | — | — | $240K | 0.9% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 245 | Pooled Separate Account | — | — | $240K | 0.9% | |
| MACQUARIE IVY SCIENCE & TECH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 267 | Pooled Separate Account | — | — | $231K | 0.9% | |
| State Street Aggregate Growth Pooled separate account | Pooled Separate Accounts | — | — | $220K | 0.8% | |
| TA VANGUARD LIFESTRATEGY GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $220K | 0.8% | |
| Small Cap Value Pooled separate account | Pooled Separate Accounts | — | — | $217K | 0.8% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $217K | 0.8% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $213K | 0.8% | |
| FIDELITY ADV EMERGING MKT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 325 | Pooled Separate Account | — | — | $211K | 0.8% | |
| S&P Mid-Cap Index Pooled separate account | Pooled Separate Accounts | — | — | $203K | 0.8% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $203K | 0.8% | |
| Science and Technology Pooled separate account | Pooled Separate Accounts | — | — | $195K | 0.7% | |
| BLACKROCK HEALTH SCIENCES OPS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $195K | 0.7% | |
| Small Cap Growth Pooled separate account | Pooled Separate Accounts | — | — | $176K | 0.7% | |
| TA VANGUARD SM-CAP GR IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 131 | Pooled Separate Account | — | — | $176K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
