KEN Bouska signed HM US Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HM US Services, LLC's EIN is 81-4086708.
Download the official 2024 Form 5500 (PDF) for HM US Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HM US Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $373K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $344K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KONG,JOY |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $89.5M | 11.2% | |
| FIAM TARGET DATE 2030 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $89.3M | 11.2% | |
| Fidelity Freedom Blend 2030 Commingled S | Common Collective Trusts | — | — | $89.3M | 11.2% | |
| Fidelity Freedom Blend 2035 Commingled S | Common Collective Trusts | — | — | $83.2M | 10.4% | |
| FIAM TARGET DATE 2035 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $83.2M | 10.4% | |
| FIDELITY GROWTH COMPY COMMINGLED PL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 006 | Common Collective Trust | — | — | $63.9M | 8.0% | |
| Fidelity Freedom Blend 2040 Commingled S | Common Collective Trusts | — | — | $54.6M | 6.8% | |
| FIAM TARGET DATE 2040 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $54.6M | 6.8% | |
| Fidelity Freedom Blend 2025 Commingled S | Common Collective Trusts | — | — | $50.8M | 6.4% | |
| FIAM TARGET DATE 2025 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $50.8M | 6.4% | |
| FIDELITY MIP II CLASS IV FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $39.5M | 4.9% | |
| Fidelity Freedom Blend 2045 Commingled S | Common Collective Trusts | — | — | $38.4M | 4.8% | |
| FIAM TARGET DATE 2045 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $38.4M | 4.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $33.9M | 4.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $32.3M | 4.0% | |
| Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $32.1M | 4.0% | |
| Fidelity Freedom Blend 2050 Commingled S | Common Collective Trusts | — | — | $25.6M | 3.2% | |
| FIAM TARGET DATE 2050 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $25.6M | 3.2% | |
| Fidelity Freedom Blend 2020 Commingled S | Common Collective Trusts | — | — | $24.2M | 3.0% | |
| FIAM TARGET DATE 2020 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $24.2M | 3.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $21.2M | 2.7% | |
| Neuberger Berman Neuberger Berman Genesis Fund Class R6 | Other securities | — | — | $18.0M | 2.3% | |
| 9.50% with various due dates -0- | Bonds / Notes | — | — | $16.6M | 2.1% | |
| Fidelity Freedom Blend 2055 Commingled S | Common Collective Trusts | — | — | $16.1M | 2.0% | |
| FIAM TARGET DATE 2055 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $16.1M | 2.0% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $15.4M | 1.9% | |
| Empower SDB Securities | Other securities | — | — | $14.6M | 1.8% | |
| Fidelity Freedom Blend 2060 Commingled S | Common Collective Trusts | — | — | $11.6M | 1.5% | |
| FIAM TARGET DATE 2060 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $11.6M | 1.5% | |
| Fidelity Diversified International K | Mutual Funds | — | — | $11.3M | 1.4% | |
| Fidelity Freedom Blend 2065 Commingled S | Common Collective Trusts | — | — | $4.8M | 0.6% | |
| FIAM TARGET DATE 2065 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.8M | 0.6% | |
| Fidelity Freedom Blend 2015 Commingled S | Common Collective Trusts | — | — | $4.2M | 0.5% | |
| FIAM TARGET DATE 2015 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $4.2M | 0.5% | |
| Fidelity Freedom Blend 2010 Commingled S | Common Collective Trusts | — | — | $3.2M | 0.4% | |
| FIAM TARGET DATE 2010 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $3.2M | 0.4% | |
| Fidelity Freedom Blend Income Commingled S | Common Collective Trusts | — | — | $2.6M | 0.3% | |
| FIAM TARGET DATE INCOME S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.6M | 0.3% | |
| Repayments are Contributions Not Corrected Outside Pending Correction VFCP and included) X Corrected VFCP in VFCP PTE 2002-51 * 1,273,100 - | Other securities | — | — | $1.3M | 0.2% | |
| GALLIARD STABLE RETURN FUND M GALLIARD · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $275K | <0.1% | |
| FIAM TARGET DATE 2005 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FREMONT, CA |
| NONE |
| $35K |
| — |
| LONGLEAF ADVISORY SERVICES LLC | — | WEST COLUMBIA, SC | NONE | $9K | — |
