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Original filing (PDF)20251014085403NAL0001140531001
CURRENT HR
Form 5500
FILING_RECEIVED
CURRENT HR 401(K) PLAN
401(k) retirement plan
Signals · 2
~106 bps in Sched C feesNo recordkeeper disclosed
Active participants
565
Accounts w/ balance
625
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 105% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURRENT HR.
Plan sponsor
Name
CURRENT HR
EIN
85-2496075
Address
1717 DIXIE HIGHWAY SUITE 390 · FORT WRIGHT, KY · 41011
Phone
(859) 689-8991
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
2025-10-14
Pension benefit codes
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JASON F. CLAUSEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $77K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MGMT | $9K | — |
Investments
42 direct securities· $8.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.4M | 17.8% | |
| Vanguard VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $702K | 8.7% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | — | — | — | $647K | 8.0% | |
| Vanguard VBILX - Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $604K | 7.5% | |
| Fidelity FXAIX - Fidelity 500 Index Fund | — | — | — | $599K | 7.4% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $517K | 6.4% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $398K | 4.9% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $376K | 4.7% | |
| BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K | — | — | — | $342K | 4.2% | |
| Vanguard VMFXX - Vanguard Federal Money Market Fund Investor Shares | — | — | — | $342K | 4.2% | |
| Vanguard VBIRX - Vanguard Short-Term Bond Index Fund Admiral Shares - Vanguard VCSAX - Vanguard Consumer Staples Index | — | — | — | $297K | 3.7% | |
| Participant Loans 4.25 % - 9.25% | — | — | — | $214K | 2.7% | |
| Fidelity FXNAX - Fidelity US Bond Index Fund | — | — | — | $202K | 2.5% | |
| Dimensional Fund Advisors DFUEX - DFA Social Equity Core 2 115 Dimensional Fund Advisors DIPSX - DFA Inflation Protected Sec Port 434 Fidelity FATIX - Fidelity Advisor Technology | — | — | — | $175K | 2.2% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $175K | 2.2% | |
| Vanguard VGELX - Vanguard Energy Admiral 709 Vanguard VGSLX - Vanguard Real Estate Index Fund Admiral Shares - Vanguard VIGAX - Vanguard Growth Index Admiral | — | — | — | $154K | 1.9% | |
| Vanguard VTHRX - Vanguard Target Retirement 2030 | — | — | — | $129K | 1.6% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $82K | 1.0% | |
| Vanguard VMVAX - Vanguard Mid Cap Value Index Admiral | — | — | — | $76K | 0.9% | |
| Dimensional Fund Advisors DFLVX - DFA Us Large Cap Value Prtf Instl | — | — | — | $72K | 0.9% | |
| Vanguard VUIAX - Vanguard Utilities Index Admiral | — | — | — | $72K | 0.9% | |
| JPMorgan JDEUX - JPMorgan Us Research Enhanced Equity R6 | — | — | — | $57K | 0.7% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | — | — | — | $57K | 0.7% | |
| Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | — | — | — | $53K | 0.7% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $36K | 0.5% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $35K | 0.4% | |
| Vanguard VTINX - Vanguard Target Retirement Income Fund Investor Class | — | — | — | $25K | 0.3% | |
| Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $25K | 0.3% | |
| Vanguard VFTAX - Vanguard Ftse Social Index Admiral | — | — | — | $22K | 0.3% | |
| Prudential PHYZX - Prudential High Yield Z | — | — | — | $15K | 0.2% | |
| Dimensional Fund Advisors DFCEX - DFA Emerging Markets Core Equity Portfolio Institutional Class | — | — | — | $13K | 0.2% | |
| Victory URSBX - Victory Short Term Bond Fund R6 Shares | — | — | — | $7K | <0.1% | |
| Vanguard VMGMX - Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $7K | <0.1% | |
| JPMorgan JCPUX - JPMorgan Core Plus Bond Fund R6 | — | — | — | $7K | <0.1% | |
| Vanguard VSGDX - Vanguard Short-Term Federal Fund Admiral Shares | — | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFREX - DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $5K | <0.1% | |
| Vanguard VTAPX - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard VSVNX - Vanguard Target Retirement 2070 | — | — | — | $3K | <0.1% | |
| Vanguard VSGAX - Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Oppenheimer Funds OGMIX - Oppenheimer Gold & Special Minerals I | — | — | — | $2K | <0.1% | |
| Vanguard VSIAX - Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Dimensional Fund Advisors DFESX - DFA Emerging Markets Social Core Portfol | — | — | — | $1K | <0.1% |
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