Emalee Phillipps signed HR Benefits Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HR Benefits Inc.'s EIN is 81-3527701.
Download the official 2024 Form 5500 (PDF) for HR Benefits Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HR Benefits Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | MILL CREEK, WA | RECORDKEEPER/TPA | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HR BENEFITS INC | — | ISSAQUAH, WA | CONTRACT ADMIN | $198K | — |
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 Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $8.7M | 9.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $7.5M | 8.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $7.2M | 8.1% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $6.0M | 6.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $5.3M | 5.9% | |
| Fidelity Total Mkt Index Mutual Fund | Mutual Funds | — | — | $4.9M | 5.5% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $4.0M | 4.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.4M | 2.7% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $2.2M | 2.5% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $1.8M | 2.0% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.2M | 1.3% | |
| Vanguard Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Putnam Large Cap Value Mutual Fund | Mutual Funds | — | — | $998K | 1.1% | |
| Calvert U.S. Lrg Cap Core Resp Indx Mutual Fund | Other securities | — | — | $872K | 1.0% | |
| Vanguard Intl Growth Mutual Fund | Mutual Funds | — | — | $835K | 0.9% | |
| American Fund Bond Fd of Amer Mutual Fund | Other securities | — | — | $813K | 0.9% | |
| American Funds New Perspective Mutual Fund | Mutual Funds | — | — | $759K | 0.9% | |
| Invesco Oppenheimer Disc Midgrwth Mutual Fund | Mutual Funds | — | — | $753K | 0.8% | |
| Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $497K | 0.6% | |
| Participant loans Interest rates from 5.25% to 10.5% -0- | Bonds / Notes | — | — | $459K | 0.5% | |
| Victory Sycamore Established Value Mutual Fund | Other securities | — | — | $364K | 0.4% | |
| WTRISC Short-term Bond Index Collective Trust Fund | Common Collective Trusts | — | — | $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 | U.S. Treasuries | — | — | $171K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $149K | 0.2% | |
| Calvert Intl Responsible Index Mutual Fund | Other securities | — | — | $95K | 0.1% | |
| Calvert U.S. Mid Cap Core Resp Indx Mutual Fund | Other securities | — | — | $72K | <0.1% | |
| Impax Global Environ Mkts Mutual Fund | Other securities | — | — | $69K | <0.1% | |
| Impax Small Cap Mutual Fund | Other securities | — | — | $66K | <0.1% | |
| DFA Intl Value Port Mutual Fund | Mutual Funds | — | — | $65K | <0.1% | |
| Vanguard Target Retirement Incm Mutual Fund | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
