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Original filing (PDF)20251010160042NAL0004394595001
HRC FERTILITY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
HRC FERTILITY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
230
Accounts w/ balance
297
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HRC FERTILITY MANAGEMENT, LLC.
Plan sponsor
Name
HRC FERTILITY MANAGEMENT, LLC
EIN
81-0799481
Address
135 SOUTH ROSEMEAD BOULEVARD · PASADENA, CA · 91107
Phone
(626) 440-9161
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | DRESHER, PA | CONTRACT ADMIN | $0 | — |
Investments
35 direct securities · 1 pooled fund· $31.7M(99% of reported assets)
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.
Uncategorized
$31.5M
35 holdings
Common Collective Trust
$201K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.2M | 13.1% | |
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $3.5M | 10.8% | |
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $2.6M | 8.2% | |
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $2.5M | 7.7% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $2.4M | 7.5% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $2.4M | 7.5% | |
| Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $2.0M | 6.2% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $1.3M | 4.1% | |
| Empower Self-Directed Accounts Various | — | — | — | $1.2M | 3.8% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $1.2M | 3.8% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $1.1M | 3.4% | |
| Individually Directed Accounts Various | — | — | — | $971K | 3.0% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $892K | 2.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $810K | 2.5% | |
| Vanguard Short Term Bond Index Fund Mutual Fund | — | — | — | $694K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $645K | 2.0% | |
| Vanguard LifeStrategy Growth Fund Mutual Fund | — | — | — | $615K | 1.9% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $449K | 1.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $371K | 1.2% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $201K | 0.6% | |
| Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund | — | — | — | $199K | 0.6% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $182K | 0.6% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual Fund | — | — | — | $178K | 0.6% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $177K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $168K | 0.5% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $167K | 0.5% | |
| Fully benefit-responsive investment contract * Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $152K | 0.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $122K | 0.4% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $95K | 0.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $72K | 0.2% | |
| PIMCO Income Fund Mutual Fund 661 Vanguard Equity-Income Fund Mutual Fund | — | — | — | $62K | 0.2% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Asset Allocation Mutual Fund | — | — | — | $38K | 0.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $34K | 0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Fund | — | — | — | $31K | <0.1% | |
| Vanguard LifeStrategy Income Fund Mutual Fund | — | — | — | $6K | <0.1% |