Michael Holmes signed Modern HR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern HR, Inc.'s EIN is 81-0741257.
Download the official 2024 Form 5500 (PDF) for Modern HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern HR, Inc.'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 LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $378K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KAYE CAPITAL MANAGEMENT | 47-0907014 | — | INVESTMENT ADVISORY | $41K | — |
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 OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $11.5M | 10.7% | |
| Transamerica TA Stable Value Option – 356,386 units | Stable Value | — | — | $9.1M | 8.4% | |
| TA BR Lifepath Ind 2035 Ret – 488,339 units | Other securities | — | — | $8.3M | 7.7% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $8.3M | 7.7% | |
| TA BR Lifepath Ind 2045 Ret – 427,627 units | Other securities | — | — | $7.9M | 7.3% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $7.9M | 7.3% | |
| TA BR Lifepath Ind 2030 Ret – 444,314 units | Other securities | — | — | $7.2M | 6.6% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $7.2M | 6.6% | |
| TA BR Lifepath Ind 2040 Ret – 379,290 units | Other securities | — | — | $6.8M | 6.3% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $6.8M | 6.3% | |
| TA BR Lifepath Ind 2025 Ret – 430,139 units | Other securities | — | — | $6.5M | 6.0% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $6.5M | 6.0% | |
| TA LifeGoal Ret with BR RetOpt – 381,380 units | Other securities | — | — | $5.5M | 5.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $5.5M | 5.1% | |
| TA BR Lifepath Ind 2050 Ret – 277,519 units | Other securities | — | — | $5.3M | 4.9% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $5.3M | 4.9% | |
| AMERICAN FDS GR FD OF AMERICA OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $5.2M | 4.8% | |
| TA BR Lifepath Ind 2055 Ret – 241,607 units | Other securities | — | — | $4.6M | 4.3% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $4.6M | 4.3% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $4.2M | 3.9% | |
| GUGGENHEIM TOTAL RETURN BOND RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 495 | Pooled Separate Account | — | — | $3.0M | 2.8% | |
| TA BR Lifepath Ind 2060 Ret – 147,477 units | Other securities | — | — | $2.8M | 2.6% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $2.8M | 2.6% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $2.2M | 2.1% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $2.0M | 1.9% | |
| MACQUARIE IVY SCIENCE & TECH RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 875 | Pooled Separate Account | — | — | $1.9M | 1.7% | |
| AMERICAN FDS NEW PERSPECTIVE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $1.8M | 1.7% | |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $1.5M | 1.4% | |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $1.4M | 1.3% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $1.3M | 1.2% | |
| BLACKROCK HIGH YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $1.2M | 1.2% | |
| MACQUARIE MID GAP GROWTH FUND TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 116 | Pooled Separate Account | — | — | $1.2M | 1.1% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | — | — | $775K | 0.7% | |
| DFA GLBL EQ PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $768K | 0.7% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $740K | 0.7% | |
| DWS ESG CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 031 | Pooled Separate Account | — | — | $365K | 0.3% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $358K | 0.3% | |
| T. ROWE PRICE INTL DISCOVERY RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 930 | Pooled Separate Account | — | — | $336K | 0.3% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | — | — | $292K | 0.3% | |
| TA BR Lifepath Ind 2065 Ret – 7,802 units | Other securities | — | — | $104K | <0.1% | |
| TRANSAMERICA LG 2065 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $104K | <0.1% | |
| WESTERN ASSET CORE PLUS BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 915 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 896 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
