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Original filing (PDF)20251010104705NAL0012877328001
HR BENEFITS INC
Form 5500
FILING_RECEIVED
401(K) TECH COLLECTIVE PLAN
401(k) retirement plan
Active participants
2,360
Accounts w/ balance
1,802
Plan assets (EOY)
$88.8M
Net assets (EOY)
$88.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 57% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HR BENEFITS INC.
Plan sponsor
Name
HR BENEFITS INC
EIN
81-3527701
Address
1595 NW GILMAN BLVD SUITE 6B · ISSAQUAH, WA · 98027
Phone
(206) 448-3033
Industry
Information / Tech / Mediasee 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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | MILL CREEK, WA | RECORDKEEPER/TPA | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HR BENEFITS INC | — | ISSAQUAH, WA | CONTRACT ADMIN | $198K | — |
Investments
35 direct securities · 8 pooled funds· $88.5M(100% 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
$74.6M
35 holdings
Common Collective Trust
$13.9M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $8.7M | 9.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $8.4M | 9.4% | |
| STATE STREET S&P 500 INDEX FUND K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $8.0M | 9.0% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $7.5M | 8.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $7.2M | 8.1% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $6.0M | 6.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $5.3M | 5.9% | |
| Fidelity Total Mkt Index Mutual Fund | — | — | — | $4.9M | 5.5% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $4.0M | 4.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $3.5M | 4.0% | |
| STATE ST RUSSELL LG CAP GR IDX NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $2.4M | 2.7% | |
| Schwab Retirement Govt Money Mutual Fund | — | — | — | $2.4M | 2.7% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $2.2M | 2.5% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $1.4M | 1.6% | |
| STATE STREET RUSS MID CAP IDX SL CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Vanguard Emrg Mkts Stk Index Mutual Fund | — | — | — | $1.2M | 1.3% | |
| Vanguard Small Cap Growth Index Mutual Fund | — | — | — | $1.1M | 1.3% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $1.1M | 1.2% | |
| Putnam Large Cap Value Mutual Fund | — | — | — | $998K | 1.1% | |
| Calvert U.S. Lrg Cap Core Resp Indx Mutual Fund | — | — | — | $872K | 1.0% | |
| Vanguard Intl Growth Mutual Fund | — | — | — | $835K | 0.9% | |
| American Fund Bond Fd of Amer Mutual Fund | — | — | — | $813K | 0.9% | |
| American Funds New Perspective Mutual Fund | — | — | — | $759K | 0.9% | |
| Invesco Oppenheimer Disc Midgrwth Mutual Fund | — | — | — | $753K | 0.8% | |
| Vanguard Small Cap Value Index Mutual Fund | — | — | — | $701K | 0.8% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $693K | 0.8% | |
| STATE STREET RUSS SM CAP IDX SL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $664K | 0.7% | |
| BLACKROCK U.S. TIPS INDEX FD CL R WILMINGTON TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $599K | 0.7% | |
| Vanguard Balanced Index Mutual Fund | — | — | — | $497K | 0.6% | |
| Participant loans Interest rates from 5.25% to 10.5% -0- | — | — | — | $459K | 0.5% | |
| Victory Sycamore Established Value Mutual Fund | — | — | — | $364K | 0.4% | |
| WTRISC Short-term Bond Index Collective Trust Fund | — | — | — | $222K | 0.3% | |
| BLACKROCK 1-3YR GOVT BD IDX FD CL 8 WILMINGTON TRUST · EIN 20-3802368 / PN 009 | Common Collective Trust | — | — | $222K | 0.3% | |
| STATE STREET REAL ASSET NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $174K | 0.2% | |
| Nuveen Core Impact Bond Mutual Fund | — | — | — | $171K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $149K | 0.2% | |
| Calvert Intl Responsible Index Mutual Fund | — | — | — | $95K | 0.1% | |
| Calvert U.S. Mid Cap Core Resp Indx Mutual Fund | — | — | — | $72K | <0.1% | |
| Impax Global Environ Mkts Mutual Fund | — | — | — | $69K | <0.1% | |
| Impax Small Cap Mutual Fund | — | — | — | $66K | <0.1% | |
| DFA Intl Value Port Mutual Fund | — | — | — | $65K | <0.1% | |
| Vanguard Target Retirement Incm Mutual Fund | — | — | — | $18K | <0.1% |
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