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Companies

companySociety For Human Resource Management
$183.4Mreported plan assets
EIN: 34-0948453Location: VAPlans: 3Participants: 1,627Latest: 2023
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Plans

planSociety For Human Resource Management Incentive Savings PlanFinancial statementProvider compensation2023 filing
$98.9Mreported assets (EOY)
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 002Participants: 730Assets: $98,865,184Net assets: $98.9MAssets / participant: $135.4KLocation: Alexandria, VALatest: 2023
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planSociety For Human Resource Management Pension Plan And TrustFinancial statementProvider compensation2023 filing
$84.5Mreported assets (EOY)
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 001Participants: 540Assets: $84,513,436Net assets: $84.5MAssets / participant: $156.5KLocation: Alexandria, VALatest: 2023
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planSociety For Human Resource Management Health And Welfare Benefits Plan2023 filing
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 510Participants: 357Assets: not reported in the loaded datasetLocation: Alexandria, VALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Society For Human Resource Management Pension Plan And Trust
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 001Ack ID: 20241014142604NAL0026403841001
filing2023 Form 5500 — Society For Human Resource Management Incentive Savings Plan
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 002Ack ID: 20241011104031NAL0036685984001
filing2023 Form 5500 — Society For Human Resource Management Health And Welfare Benefits Plan
Sponsor: Society For Human Resource ManagementEIN: 34-0948453Plan: 510Ack ID: 20240814064907NAL0024881330001