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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,911 |
2 funds of $250K or more; 6 lines in all, holding $984K of the plan's $1.0M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Human Interest Advisors LLC (HIA) Vanguard Total Stock Mkt Index Adm Vanguard · Mutual fund IndexPossible retail class A | $383K | 39.0% |
| Human Interest Advisors LLC (HIA) Vanguard Total Intl Stock Mkt Index Admiral Vanguard · Mutual fund IndexPossible retail class A | $264K | 26.8% |
| Human Interest Advisors LLC (HIA) Vanguard Total Bond Market Index Adm Vanguard · Mutual fund IndexPossible retail class A | $185K | 18.8% |
| Human Interest Advisors LLC (HIA) Vanguard Total Intl Bond Index Admiral Vanguard · Mutual fund IndexPossible retail class A | $78K | 7.9% |
| Human Interest Advisors LLC (HIA) Vanguard Real Estate Index Admiral Vanguard · Mutual fund IndexPossible retail class A | $63K | 6.4% |
| Human Interest Advisors LLC (HIA) Vanguard Short-Term Infl-Prot Sec Index Adm Vanguard · Mutual fund IndexPossible retail class A | $11K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.