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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MOLNTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,765 |
3 funds of $250K or more; 23 lines in all, holding $3.8M of the plan's $3.9M. From the 2024 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 42.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $811K | 21.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 7.5% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $240K | 6.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 6.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $140K | 3.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $126K | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 2.4% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $35K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.