Back to filter
Original filing (PDF)20251003093837NAL0000730467001
HUMANIT SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
HUMANIT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
202
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMANIT SOLUTIONS, LLC.
Plan sponsor
Name
HUMANIT SOLUTIONS, LLC
EIN
81-3731374
Address
3182 RODENBECK DRIVE · SUITE A · BEAVERCREEK, OH · 45432
Phone
(937) 469-8717
Industry
Professional & Technical Servicessee 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
2025-10-03
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BATES CARTER & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $7.8M(94% 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
$7.6M
30 holdings
Pooled Separate Account
$206K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH FUND CLASS R6 - A6 Pooled separate account | — | — | — | $1.2M | 13.8% | |
| T. ROWE PRICE RETIREMENT 2035 FUND I CLASS - BD Pooled separate account | — | — | — | $915K | 11.0% | |
| T. ROWE PRICE RETIREMENT 2040 FUND I CLASS - BE Pooled separate account | — | — | — | $776K | 9.3% | |
| T. ROWE PRICE RETIREMENT 2045 FUND I CLASS - BJ Pooled separate account | — | — | — | $695K | 8.3% | |
| T. ROWE PRICE RETIREMENT 2050 FUND I CLASS - BI Pooled separate account | — | — | — | $563K | 6.8% | |
| T. ROWE PRICE RETIREMENT 2055 FUND I CLASS - BH Pooled separate account | — | — | — | $545K | 6.5% | |
| T. ROWE PRICE RETIREMENT 2030 FUND I CLASS - BB Pooled separate account | — | — | — | $542K | 6.5% | |
| VANGUARD 500 INDEX ADMIRAL SHARES - AW Pooled separate account | — | — | — | $403K | 4.8% | |
| T. ROWE PRICE RETIREMENT 2060 FUND I CLASS - BG Pooled separate account | — | — | — | $364K | 4.4% | |
| JPMORGAN U.S. EQUITY FUND CLASS R6 - AF Pooled separate account | — | — | — | $328K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2025 FUND I CLASS - BA Pooled separate account | — | — | — | $290K | 3.5% | |
| 10.50% | — | — | — | $221K | 2.7% | |
| GUARANTEED INVESTMENT ACCOUNT 10 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $206K | 2.5% | |
| JANUS HENDERSON TRITON FUND CLASS T - AG Pooled separate account | — | — | — | $180K | 2.2% | |
| DFA US SMALL CAP INSTITUTIONAL CLASS - AC Pooled separate account | — | — | — | $156K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2065 FUND I CLASS - BC Pooled separate account | — | — | — | $77K | 0.9% | |
| VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES Pooled separate account | — | — | — | $69K | 0.8% | |
| T. ROWE PRICE VALUE FUND I CLASS - AV Pooled separate account | — | — | — | $69K | 0.8% | |
| VANGUARD STRATEGIC EQUITY INVESTOR SHARES - AZ Pooled separate account | — | — | — | $63K | 0.8% | |
| FIDELITY LOW-PRICED STOCK - AD Pooled separate account | — | — | — | $48K | 0.6% | |
| MFS TOTAL RETURN CLASS R3 - AH Pooled separate account | — | — | — | $36K | 0.4% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES - Pooled separate account | — | — | — | $34K | 0.4% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL SHARES - Pooled separate account | — | — | — | $28K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SHARES - AY Pooled separate account | — | — | — | $22K | 0.3% | |
| DODGE & COX INCOME FUND CLASS I - BL Pooled separate account | — | — | — | $18K | 0.2% | |
| FIDELITY VIP GOVERNMENT MONEY MARKET PORTFOLIO - A Pooled separate account | — | — | — | $14K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 FUND I CLASS - A8 Pooled separate account ** 936 T. ROWE PRICE RETIREMENT 2020 FUND I CLASS - A9 Pooled separate account | — | — | — | $13K | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED FUND I CLASS - Pooled separate account | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME CL Pooled separate account | — | — | — | $4K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE FUND INSTITUTIO Pooled separate account | — | — | — | $4K | <0.1% | |
| BUFFALO MID CAP DISCOVERY FUND INVESTOR CLASS - A Pooled separate account | — | — | — | $3K | <0.1% |
Related plans
Similar-size Professional & Technical Services plans
LIVE U, INC.
LIVE U, INC. 401(K) PROFIT SHARING PLAN
$8.3M · 74 participants
CAPTIVATION SOFTWARE
CAPTIVATION SOFTWARE 401(K) PLAN
$8.3M · 29 participants
DIDI USA INC.
DIDI USA, INC. 401(K) PLAN
$8.4M · 26 participants
ECHELON CONSULTING LLC
ECHELON CONSULTING 401(K) PSP
$8.3M · 30 participants
TRILLION TECHNOLOGY SOLUTIONS, INC
TRILLION TECHNOLOGY SOLUTIONS, INC 401K PLAN
$8.2M · 100 participants
ABACUS TECHNICAL SERVICES, LLC
ABACUS TECHNICAL SERVICES, LLC 401(K) PLAN
$8.2M · 140 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants