Roberto Perez signed Human Services Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Human Services Association's EIN is 95-1816054.
Download the official 2023 Form 5500 (PDF) for Human Services Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Human Services Association's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $2.4M | 16.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.9M | 12.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $1.8M | 12.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $1.4M | 9.2% | |
| Vanguard Value Index Adm Vanguard 0 485 Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.1M | 7.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $1.0M | 7.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $1.0M | 7.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $776K | 5.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $573K | 3.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $415K | 2.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $402K | 2.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $325K | 2.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $317K | 2.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $235K | 1.6% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 148 Vanguard Total Bond Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $210K | 1.4% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $194K | 1.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $141K | 1.0% | |
| Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $98K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $97K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $94K | 0.6% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $80K | 0.5% | |
| Vanguard Core Bond Adm Vanguard 0 | Mutual Funds | — | — | $47K | 0.3% | |
| Vanguard Extended Market Index Adm Vanguard 0 486 Vanguard Small-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $37K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Tax-Managed Capital Apprec Adm Vanguard 0 | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard 0 | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard 0 | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard U.S. Growth Adm Vanguard 0 541 Vanguard Growth and Income Adm Vanguard 0 | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 159 Vanguard Equity Income Adm Vanguard 0 | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 639 Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
