Virginia Poche signed HP Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HP Inc.'s EIN is 94-1081436.
Download the official 2024 Form 5500 (PDF) for HP Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HP Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE CUSTODIAN | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 94-3357216 / PN 001 | Common Collective Trust | — | — | $2.2B | 21.3% | |
| US LARGE CAP EQUITY FUND SEI · EIN 47-4470661 / PN 014 | Common Collective Trust | — | — | $2.0B | 19.9% | |
| US SMALL-MID CAP EQUITY FUND SEI · EIN 47-4476876 / PN 015 | Common Collective Trust | — | — | $509.9M | 5.0% | |
| RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $462.8M | 4.5% | |
| BIRTH DATE FUND 1965 SEI · EIN 47-4582357 / PN 006 | Common Collective Trust | — | — | $455.9M | 4.4% | |
| Fidelity Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $429.3M | 4.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $400.8M | 3.9% | |
| BIRTH DATE FUND 1970 SEI · EIN 47-4598699 / PN 007 | Common Collective Trust | — | — | $391.4M | 3.8% | |
| INTERNATIONAL EQUITY FUND SEI · EIN 35-2536347 / PN 016 | Common Collective Trust | — | — | $382.9M | 3.7% | |
| SHORT TERM BOND FUND SEI · EIN 47-4459922 / PN 012 | Common Collective Trust | — | — | $322.8M | 3.1% | |
| BIRTH DATE FUND 1960 SEI · EIN 47-4570794 / PN 005 | Common Collective Trust | — | — | $297.5M | 2.9% | |
| BIRTH DATE FUND 1975 SEI · EIN 47-4608649 / PN 008 | Common Collective Trust | — | — | $282.4M | 2.7% | |
| BIRTH DATE FUND 1950 SEI · EIN 47-4546266 / PN 003 | Common Collective Trust | — | — | $270.6M | 2.6% | |
| CORE BOND FUND SEI · EIN 47-4351650 / PN 013 | Common Collective Trust | — | — | $231.7M | 2.3% | |
| BIRTH DATE FUND 1980 SEI · EIN 47-4623906 / PN 009 | Common Collective Trust | — | — | $184.3M | 1.8% | |
| MSCI ACWI EX-US INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $183.4M | 1.8% | |
| US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $176.2M | 1.7% | |
| BIRTH DATE FUND 1985 SEI · EIN 47-4632046 / PN 010 | Common Collective Trust | — | — | $140.4M | 1.4% | |
| HP Inc. Common Stock | Common Stocks | — | — | $137.0M | 1.3% | |
| BIRTH DATE FUND 1990 SEI · EIN 47-4651039 / PN 011 | Common Collective Trust | — | — | $111.7M | 1.1% | |
| BIRTH DATE FUND 1955 SEI · EIN 47-4557705 / PN 004 | Common Collective Trust | — | — | $96.5M | 0.9% | |
| EMERGING MARKETS EQUITY FUND SEI · EIN 47-4368492 / PN 020 | Common Collective Trust | — | — | $94.7M | 0.9% | |
| CONSERVATIVE BOND FUND SEI · EIN 47-4503956 / PN 011 | Common Collective Trust | — | — | $87.0M | 0.8% | |
| HIGH YIELD BOND FUND SEI · EIN 47-4392178 / PN 019 | Common Collective Trust | — | — | $78.9M | 0.8% | |
| REAL RETURN BOND FUND SEI · EIN 47-4438817 / PN 017 | Common Collective Trust | — | — | $60.3M | 0.6% | |
| GLOBAL REAL ESTATE SEI · EIN 47-4375033 / PN 021 | Common Collective Trust | — | — | $56.6M | 0.5% | |
| BIRTH DATE FUND 1945 SEI · EIN 47-4534876 / PN 002 | Common Collective Trust | — | — | $38.1M | 0.4% | |
| BIRTH DATE FUND 1995 SEI · EIN 83-0872245 / PN 024 | Common Collective Trust | — | — | $34.8M | 0.3% | |
| BIRTH DATE FUND 2000 SEI · EIN 83-1454847 / PN 025 | Common Collective Trust | — | — | $23.3M | 0.2% | |
| BNY Mellon Cash Reserve | Cash / Money Market | — | — | $6.0M | <0.1% | |
| Dreyfus Government Cash Management Fund | Mutual Funds | — | — | $1.3M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2647786 |
| — |
| RECORDKEEPER |
| $833K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | INV MGMT | $296K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV ADVISOR | $682K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HP INC | 94-1081436 | — | PLAN ADMINISTRATOR | $280K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDIT | $143K | — |
| DELOITTE & TOUCHE LLC | 13-3891517 | — | CONSULTING | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT | 36-3109431 | — | CONSULTING | $200K | — |
| STATE STREET | 36-3109431 | — | INV MGMT | $100K | — |
| GROOM LAW | 52-1219029 | — | CONSULTING | $22K | — |
| QDRO CONSULTANT | 34-1820650 | — | ADMIN | $21K | — |
