Gregory FUNK signed Point32health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Point32health's EIN is 04-2985923.
Download the official 2024 Form 5500 (PDF) for Point32health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point32health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | -$1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $445K | — |
| CAPTRUST | 26-0058143 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $197.8M | 14.9% | |
| Harbor Funds Capital Appreciation Fund | Mutual Funds | — | — | $173.9M | 13.1% | |
| Fidelity FREEDOM 2030 | Mutual Funds | — | — | $81.9M | 6.2% | |
| Fidelity FREEDOM 2040 | Mutual Funds | — | — | $81.1M | 6.1% | |
| Fidelity FREEDOM 2035 | Mutual Funds | — | — | $75.2M | 5.7% | |
| Fidelity FREEDOM 2050 | Mutual Funds | — | — | $67.9M | 5.1% | |
| Galliard Stable Return E | Common Collective Trusts | — | — | $60.4M | 4.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $60.4M | 4.5% | |
| Fidelity FREEDOM 2045 | Mutual Funds | — | — | $59.7M | 4.5% | |
| Fidelity FREEDOM 2055 | Mutual Funds | — | — | $49.8M | 3.7% | |
| Fidelity FREEDOM 2025 | Mutual Funds | — | — | $45.9M | 3.5% | |
| Fidelity FID LOW PRICED STK – * Fidelity LPS POOL CLASS A | Mutual Funds | — | — | $44.5M | 3.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $37.5M | 2.8% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $28.9M | 2.2% | |
| Parnassus Core Equity Fund - Investor Shares | Other securities | — | — | $28.3M | 2.1% | |
| American Funds EuroPacific Growth Fund, shares | Mutual Funds | — | — | $28.3M | 2.1% | |
| Fidelity FREEDOM 2020 | Mutual Funds | — | — | $27.1M | 2.0% | |
| Fidelity FREEDOM 2060 | Mutual Funds | — | — | $26.7M | 2.0% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $25.9M | 1.9% | |
| Baron Small Cap R6 | Other securities | — | — | $25.3M | 1.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $21.4M | 1.6% | |
| JP Morgan Equity Fund | Other securities | — | — | $17.3M | 1.3% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $13.5M | 1.0% | |
| FIMM GOVT INST | Other securities | — | — | $11.6M | 0.9% | |
| LD ABT High Yield bond – GQG Emerging Markets Eq R6 | Other securities | — | — | $11.5M | 0.9% | |
| MFS Mid CAp Growth Fund | Mutual Funds | — | — | $10.6M | 0.8% | |
| CREF Stock | Mutual Funds | — | — | $6.3M | 0.5% | |
| CREF Growth | Mutual Funds | — | — | $6.1M | 0.5% | |
| Fidelity FREEDOM INCOME FUND | Mutual Funds | — | — | $6.0M | 0.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $5.9M | 0.4% | |
| Fidelity FREEDOM 2065 | Mutual Funds | — | — | $5.8M | 0.4% | |
| TIAA Traditional Non-Benefit * TIAA Traditional Responsive Annuity Contract | Mutual Funds | — | — | $4.2M | 0.3% | |
| Fidelity FREEDOM 2015 | Mutual Funds | — | — | $3.5M | 0.3% | |
| Vanguard Inflation Prot Adm | Mutual Funds | — | — | $2.9M | 0.2% | |
| CREF Global Equities | Mutual Funds | — | — | $2.5M | 0.2% | |
| PIF Real Estate Real Estate Fund | Other securities | — | — | $2.3M | 0.2% | |
| TIAA-CREF variable annuity contracts CREF Money Market | Mutual Funds | — | — | $1.8M | 0.1% | |
| CREF Social Choice | Mutual Funds | — | — | $1.5M | 0.1% | |
| CREF Core Bond | Mutual Funds | — | — | $988K | <0.1% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $964K | <0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $408K | <0.1% | |
| Fidelity GOVT MMRK PRM | Mutual Funds | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $77K |
| — |
