Mandy POPE signed HMC Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HMC Management Services, Inc.'s EIN is 85-0897467.
Download the official 2024 Form 5500 (PDF) for HMC Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HMC Management Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET ADVISORS, LLC | 80-0946231 | — | RIA | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PSA JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.3M | 98.5% | |
| BlackRock Investments BlackRock LifePath Index 2065 a | Other securities | — | — | $2.2M | 34.3% | |
| BlackRock Investments BlackRock LifePath Index 2060 a | Other securities | — | — | $934K | 14.7% | |
| BlackRock Investments BlackRock LifePath Index 2040 a | Other securities | — | — | $650K | 10.2% | |
| BlackRock Investments BlackRock LifePath Index 2050 a | Other securities | — | — | $554K | 8.7% | |
| BlackRock Investments BlackRock LifePath Index 2055 a | Other securities | — | — | $496K | 7.8% | |
| BlackRock Investments BlackRock LifePath Index 2045 a | Other securities | — | — | $396K | 6.2% | |
| BlackRock Investments BlackRock LifePath Index 2035 a | Other securities | — | — | $326K | 5.1% | |
| BlackRock Investments BlackRock LifePath Index 2030 a | Other securities | — | — | $261K | 4.1% | |
| John Hancock Life Ins. Co. (USA) 500 Index Fund a | Common Collective Trusts | — | — | $156K | 2.5% | |
| Fidelity Advisor International Index Fund a | Common Collective Trusts | — | — | $52K | 0.8% | |
| Fidelity Advisor Mid-Cap Index Fund a | Common Collective Trusts | — | — | $47K | 0.7% | |
| Nuveen Large-Cap Growth Index a | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard Total Bond Market Index a | Mutual Funds | — | — | $37K | 0.6% | |
| John Hancock Life Ins. Co. (USA) Stable Value Fund a | Stable Value | — | — | $36K | 0.6% | |
| CCT JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.6% | |
| Nuveen Large-Cap Value Index a | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard Mid-Cap Growth ETF a | Mutual Funds | — | — | $24K | 0.4% | |
| Vanguard International Growth Index Fund a | Common Collective Trusts | — | — | $19K | 0.3% | |
| Vanguard Mid-Cap Value ETF a | Mutual Funds | — | — | $16K | 0.3% | |
| BlackRock Investments BlackRock LifePath Index 2025 a | Other securities | — | — | $12K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund a | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard Small-Cap Value Index Fund a | Common Collective Trusts | — | — | $9K | 0.1% | |
| John Hancock Life Ins. Co. (USA) Disciplined Value International Fund a | Common Stocks | — | — | $6K | <0.1% | |
| BlackRock Investments BlackRock LifePath Index Return a | Other securities | — | — | $6K | <0.1% | |
| Nuveen Small-Cap Blend Index Fund a | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
