Connectify HR, LLC's EIN is 86-3868012.
Download the official 2024 Form 5500 (PDF) for Connectify HR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connectify HR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MGMT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | DES MOINES, IA | INVESTMENT ADVISOR | $92K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $10.9M | 12.9% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $10.4M | 12.3% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $8.8M | 10.5% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $8.3M | 9.9% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.8M | 8.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.7M | 6.8% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.7M | 6.7% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.6M | 5.4% | |
| Vanguard Funds Vanguard U.S. Growth Fund (Adm) | Mutual Funds | — | — | $2.8M | 3.3% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.2M | 2.6% | |
| Vanguard Funds Vanguard Total Stock Market Index (Adm) | Common Collective Trusts | — | — | $2.0M | 2.4% | |
| Vanguard Funds Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.8M | 2.1% | |
| Vanguard Funds Vanguard Value Index Fund (Adm) | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| Charles Schwab Charles Schwab Bank Savings | Mutual Funds | — | — | $1.1M | 1.3% | |
| BlackRock Mid-Cap Growth Equity Fund (K) | Other securities | — | — | $875K | 1.0% | |
| American Funds American Funds New Perspective Fund (R6) | Mutual Funds | — | — | $827K | 1.0% | |
| Vanguard Funds Vanguard Mid-Cap Index Fund (Adm) | Common Collective Trusts | — | — | $815K | 1.0% | |
| Vanguard Funds Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $786K | 0.9% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $779K | 0.9% | |
| Vanguard Funds Vanguard Mid-Cap Value Index Fund (Adm) | Common Collective Trusts | — | — | $741K | 0.9% | |
| iShares MSCI EAFE Intl Index (K) | Other securities | — | — | $645K | 0.8% | |
| Vanguard Funds Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $641K | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $632K | 0.7% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $610K | 0.7% | |
| Vanguard Funds Vanguard Explorer Fund (Adm) | Mutual Funds | — | — | $563K | 0.7% | |
| a. b. c. d. e. Issuer Description Cost Current Value American Funds American Funds EuroPacific Growth (R6) | Mutual Funds | — | — | $494K | 0.6% | |
| Vanguard Funds Vanguard Small-Cap Value Index (Adm) | Mutual Funds | — | — | $467K | 0.6% | |
| John Hancock J Hancock Bond Fund (R6) | Other securities | — | — | $453K | 0.5% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio (I) | Mutual Funds | — | — | $368K | 0.4% | |
| Dimensional Fund Advisors DFA Inflation-Protected Sec Port (I) | Mutual Funds | — | — | $293K | 0.3% | |
| PGIM High Yield Fund (R6) | Other securities | — | — | $259K | 0.3% | |
| Vanguard Funds Vanguard Short-Term Federal Fund (Adm) | Mutual Funds | — | — | $199K | 0.2% | |
| Vanguard Funds Vanguard Intrmd-Term Bond Index (Adm) | Mutual Funds | — | — | $167K | 0.2% | |
| Vanguard Funds Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $127K | 0.2% | |
| Vanguard Funds Vanguard Short-Trm Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $127K | 0.2% | |
| Vanguard Funds Vanguard Short-Term Bond Index (Adm) | Mutual Funds | — | — | $106K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $217K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $46K | — |
| JASON F. CLAUSEN, P.C. | 27-4097479 | — | NONE | $8K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $1K | — |
