Melissa Massotti signed HM.Clause, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HM.Clause, Inc.'s EIN is 94-1695235.
Download the official 2024 Form 5500 (PDF) for HM.Clause, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HM.Clause, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | 20-2154904 | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $65K | — |
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.
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 |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $18.5M | 18.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $12.2M | 11.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $11.3M | 11.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $8.9M | 8.7% | |
| Contract with Insurance Company * Empower Guaranteed Income Fund | Common Stocks | — | — | $8.4M | 8.3% | |
| AM Fund Europacific Growth Fund | Other securities | — | — | $7.3M | 7.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $4.9M | 4.8% | |
| Vanguard Intermediate-Term Treasury Adm | Mutual Funds | — | — | $4.9M | 4.8% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $3.7M | 3.6% | |
| DFA Global Real Estate Securities Fund | Mutual Funds | — | — | $3.3M | 3.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $3.2M | 3.2% | |
| DFA Commodity Strategy Portfolio Fund | Mutual Funds | — | — | $3.1M | 3.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $3.0M | 2.9% | |
| Franklin Small Cap Fund | Mutual Funds | — | — | $2.7M | 2.7% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2.5M | 2.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.5M | 1.5% | |
| Vanguard Mid-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $1.5M | 1.4% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $1.2M | 1.2% |
