Kelly Robinson signed Humphrey Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Humphrey Management LLC's EIN is 85-1633029.
Download the official 2024 Form 5500 (PDF) for Humphrey Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Humphrey Management LLC's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PW PARTNERS | — | COLUMBUS, OH | NONE | $12K | — |
| MESIROW | 36-3429599 | — | NONE | $5K | — |
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 2025 Fund Vanguard 0 | Mutual Funds | — | — | $1.1M | 12.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $1.1M | 11.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $1.0M | 10.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $940K | 10.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $901K | 9.7% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $807K | 8.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $639K | 6.9% | |
| Invesco Core Bond R6 Invesco 0 | Mutual Funds | — | — | $484K | 5.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $354K | 3.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $300K | 3.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $299K | 3.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $261K | 2.8% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 649 Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $188K | 2.0% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $170K | 1.8% | |
| Columbia Balanced I3 Columbia 0 197 ClearBridge Large Cap Growth IS Legg Mason 0 | Other securities | — | — | $169K | 1.8% | |
| Vanguard High Yield Corp Adm Vanguard 0 | Mutual Funds | — | — | $162K | 1.7% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $155K | 1.7% | |
| Principal SmallCap Value II R6 Principal 0 | Other securities | — | — | $95K | 1.0% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $55K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $47K | 0.5% | |
| Principal Real Estate Securities R6 Principal 0 | Other securities | — | — | $40K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 74 Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $9K | 0.1% | |
| Ascensus Trust Company Ascensus 0 | Common Stocks | — | — | $8K | <0.1% | |
| Macquarie Small Cap Core R6 Macquarie 0 200 Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 187 Janus Henderson Triton N Janus Henderson 0 195 T. Rowe Price Dividend Growth I T. Rowe Price 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
