Original filing (PDF)20250820062221NAL0002996993001

THE HUMANE SOCIETY OF THE PIKES PEAK REGION

Name: THE HUMANE SOCIETY OF THE PIKES PEAK REGION — HSPPR 401(K) PLAN, Form 5500 (2024)
Creator: THE HUMANE SOCIETY OF THE PIKES PEAK REGION

Form 5500

FILING_RECEIVED

HSPPR 401(K) PLAN

401(k) retirement plan

Active participants

245

Accounts w/ balance

156

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HUMANE SOCIETY OF THE PIKES PEAK REGION.

Plan sponsor

Name

THE HUMANE SOCIETY OF THE PIKES PEAK REGION

EIN

84-0410111

Address

610 ABBOT LANE · COLORADO SPRINGS, CO · 80905

Phone

(719) 302-8716

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$36K	—

Investments

26 direct securities· $5.8M(100% of reported assets)

Other securities

$5.7M

25 holdings

Cash / Money Market

$116K

1 holding

					% of plan
American Funds American Funds 2035 Target Date Retirement Fund Class R-6	Other securities	—	—	$883K	15.2%
American Funds American Funds 2055 Target Date Retirement Fund Class R-6	Other securities	—	—	$842K	14.5%
American Funds American Funds 2050 Target Date Retirement Fund Class R-6	Other securities	—	—	$834K	14.3%
American Funds American Funds 2040 Target Date Retirement Fund Class R-6	Other securities	—	—	$820K	14.1%
American Funds American Funds 2025 Target Date Retirement Fund Class R-6	Other securities	—	—	$527K	9.1%
American Funds American Funds 2045 Target Date Retirement Fund Class R-6	Other securities	—	—	$442K	7.6%
American Funds American Funds 2060 Target Date Retirement Fund Class R-6	Other securities	—	—	$323K	5.5%
Fidelity Mid Cap Index Fund	Other securities	—	—	$200K	3.4%
American Funds American Funds 2020 Target Date Retirement Fund Class R-6	Other securities	—	—	$178K	3.1%
American Funds American Funds American Mutual Fund Class R-6	Other securities	—	—	$151K	2.6%
from participants maturity dates through June 2050	Other securities	—	—	$126K	2.2%
Fidelity Government Money Market Fund-Daily Money	Cash / Money Market	—	—	$116K	2.0%
American Funds American Funds 2030 Target Date Retirement Fund Class R-6	Other securities	—	—	$79K	1.4%
American Funds American Funds New World Fund Class R-6	Other securities	—	—	$79K	1.4%
Janus Henderson Janus Henderson Enterprise Fund Class N	Other securities	—	—	$68K	1.2%
Allspring Global Investments Allspring Special Mid Cap Value Fund - Class R6	Other securities	—	—	$25K	0.4%
American Century American Century Small Cap Growth R6	Other securities	—	—	$25K	0.4%
PIMCO StocksPLUS Intl (USD-Hedged) Inst	Other securities	—	—	$24K	0.4%
American Funds American Funds 2065 Target Date Retirement Fund Class R-6	Other securities	—	—	$24K	0.4%
Fidelity 500 Index Fund	Other securities	—	—	$18K	0.3%
Fidelity Advisor Total Bond Fund - Class Z	Other securities	—	—	$15K	0.3%
Fidelity Small Cap Index Fund	Other securities	—	—	$8K	0.1%
Black Rock Black Rock Strategic Global Bond K	Other securities	—	—	$4K	<0.1%
Fidelity International Index Fund	Other securities	—	—	$4K	<0.1%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$3K	<0.1%
PIMCO RAE US Fund Institutional Class	Other securities	—	—	$3K	<0.1%