Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$71.7M
Filings through .
Top hat
Society for Human Resource Management
EIN 34-0948453Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
2
$190.4M assets
Health & Benefits
1
$756K premiums
Participants
1,897
1800 DUKE STREET - ALEXANDRIA, VA 22314705-548-3440
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $190.4M assets / 1,385 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$118.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $756K premiums / 665 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$419K
- Dental$337K
- Life$316K
- Long-term disability$316K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN
401(k)
Assets$118.7M
Participants811
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUST
Traditional DB
Assets$71.7M
Participants574
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN
Mixed - NATIONAL GUARDIAN LIFE INSURANCE COMPANY
Premiums$756K
Covered lives665
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN | 401(k) | $118.7M | 811 | 2025 |
| #001 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUST | Traditional DB | $71.7M | 574 | 2025 |
- #002 · 401(k) · 2025811
- #001 · Traditional DB · 2025574
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN | Mixed | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $756K | 665 | 2025 |
- #510 · Mixed · NATIONAL GUARDIAN LIFE INSURANCE COMPANY · 2025665
Retirement plans
Health & Benefits plans