Yvette Willis signed Martin's Point Health Care's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin's Point Health Care's EIN is 01-0353275.
Download the official 2024 Form 5500 (PDF) for Martin's Point Health Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin's Point Health Care's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $50K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $164.9M | 99.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.0M | 3.6% | |
| WT CIF II CR PL BD 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 133 | Common Collective Trust | — | — | $4.0M | 2.4% | |
| C&S US REALTY FA SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.8M | 1.1% |
