Leane Campbell signed Eclinicalworks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eclinicalworks, LLC's EIN is 04-3461392.
Download the official 2024 Form 5500 (PDF) for Eclinicalworks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eclinicalworks, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES LLC | 36-4001764 | — | CONSULTANT | $48K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund shares a | Common Collective Trusts | — | — | $40.1M | 16.6% | |
| FID FREEDOM 2045 K6 Mutual fund shares a | Mutual Funds | — | — | $37.8M | 15.7% | |
| FID FREEDOM 2050 K6 Mutual fund shares a | Mutual Funds | — | — | $35.6M | 14.8% | |
| FID BLUE CHIP GR K6 Mutual fund shares a | Mutual Funds | — | — | $23.8M | 9.9% | |
| FID FREEDOM 2040 K6 Mutual fund shares a | Mutual Funds | — | — | $16.8M | 7.0% | |
| FID FREEDOM 2055 K6 Mutual fund shares a | Mutual Funds | — | — | $15.0M | 6.2% | |
| FID FREEDOM 2030 K6 Mutual fund shares a | Mutual Funds | — | — | $13.6M | 5.6% | |
| FID FREEDOM 2035 K6 Mutual fund shares a | Mutual Funds | — | — | $11.7M | 4.8% | |
| FID FREEDOM 2025 K6 Mutual fund shares a | Mutual Funds | — | — | $7.7M | 3.2% | |
| FID EXTD MKT IDX Mutual fund shares a | Common Collective Trusts | — | — | $6.3M | 2.6% | |
| FID TOTAL INTL IDX Mutual fund shares a | Common Collective Trusts | — | — | $5.8M | 2.4% | |
| FID FREEDOM 2060 K6 Mutual fund shares a | Mutual Funds | — | — | $3.9M | 1.6% | |
| FID FREEDOM 2020 K6 Mutual fund shares a | Mutual Funds | — | — | $3.4M | 1.4% | |
| FID US BOND IDX Mutual fund shares a | Common Collective Trusts | — | — | $2.9M | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.7M | 1.1% | |
| DH LARGE CAP VAL R2 GREAT GRAY TRUST COMPANY, LLC · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| FID TOTAL BOND K6 Mutual fund shares a | Mutual Funds | — | — | $2.2M | 0.9% | |
| FID GOVT MMKT K6 Mutual fund shares a | Mutual Funds | — | — | $1.5M | 0.6% | |
| FID FREEDOM 2015 K6 Mutual fund shares a | Mutual Funds | — | — | $1.4M | 0.6% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| Notes Receivable from Participants Interest rates 4.25% 9.50% - | Bonds / Notes | — | — | $1.3M | 0.5% | |
| HARBOR SCV RET Mutual fund shares a | Other securities | — | — | $1.3M | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual fund shares a | Other securities | — | — | $1.2M | 0.5% | |
| FID FREEDOM 2065 K6 Mutual fund shares a | Mutual Funds | — | — | $831K | 0.3% | |
| FID FREEDOM INC K6 Mutual fund shares a | Mutual Funds | — | — | $141K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual fund shares a | Mutual Funds | — | — | $72K | <0.1% | |
| FID GOVT MMKT Mutual fund shares a | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $38K |
| — |
