KARA Clower-Barney signed Humboldt Senior Resource Center Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Humboldt Senior Resource Center Incorporated's EIN is 94-2261434.
Download the official 2023 Form 5500 (PDF) for Humboldt Senior Resource Center Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Humboldt Senior Resource Center Incorporated's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP | 27-2037969 | WALNUT CREEK, CA | CUSTODIAN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER FINANCIAL GROUP | 68-0150543 | EUREKA, CA | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US Small Cap I Mutual fund n/a | Mutual Funds | — | — | $344K | 12.2% | |
| DFA US Targeted Value I Mutual fund n/a | Mutual Funds | — | — | $307K | 10.9% | |
| DFA US Large Cap Value I Mutual fund n/a | Mutual Funds | — | — | $292K | 10.4% | |
| DFA Short-Term Government I Mutual fund n/a | Mutual Funds | — | — | $274K | 9.7% | |
| DFA One-Year Fixed Income I Mutual fund n/a | Mutual Funds | — | — | $261K | 9.3% | |
| DFA Five Year Global Fixed Income I Mutual fund n/a | Mutual Funds | — | — | $249K | 8.8% | |
| DFA US Large Company Mutual fund n/a | Mutual Funds | — | — | $217K | 7.7% | |
| DFA International Small Cap Value I Mutual fund n/a | Mutual Funds | — | — | $181K | 6.4% | |
| DFA US High Relative Profit Mutual fund n/a | Mutual Funds | — | — | $135K | 4.8% | |
| DFA International Value I Mutual fund n/a | Mutual Funds | — | — | $125K | 4.4% | |
| DFA Emerging Markets Core Equity I Mutual fund n/a | Mutual Funds | — | — | $122K | 4.3% | |
| DFA International High Relative Profit Mutual fund n/a | Mutual Funds | — | — | $120K | 4.3% | |
| Similar Party Investment Assets Value Vanguard Federal Money Market Inv Interest-bearing cash n/a | Mutual Funds | — | — | $27K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
