ALEX Harmann signed Navitus Health Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navitus Health Solutions, LLC's EIN is 04-3608530.
Download the official 2024 Form 5500 (PDF) for Navitus Health Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navitus Health Solutions, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $75K | — |
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 500 Index | Common Collective Trusts | — | — | $16.8M | 11.6% | |
| Fidelity Balanced K6 | Mutual Funds | — | — | $14.1M | 9.7% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $12.9M | 8.9% | |
| T. Rowe Price All-Cap Opportunities I | Other securities | — | — | $8.3M | 5.7% | |
| AMERICAN CENTURY US LG CP GRWTH EQ AMERICAN CENTURY INVESTMENTS · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $7.2M | 5.0% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $7.1M | 4.9% | |
| Vanguard Small Cap Value Index I | Mutual Funds | — | — | $6.9M | 4.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $6.5M | 4.5% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.4M | 4.4% | |
| J P Morgan Equity Income R6 | Other securities | — | — | $6.3M | 4.3% | |
| T. Rowe Price Mid Cap Value I | Other securities | — | — | $6.1M | 4.2% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $6.0M | 4.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $4.1M | 2.8% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $3.8M | 2.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3.6M | 2.5% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.2M | 2.2% | |
| MFS Global Total Return R6 | Mutual Funds | — | — | $3.1M | 2.1% | |
| Principal Real Estate Securities R-6 | Other securities | — | — | $2.9M | 2.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $2.5M | 1.7% | |
| T. Rowe Price Health Sciences I | Other securities | — | — | $2.4M | 1.7% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $2.4M | 1.6% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $2.1M | 1.4% | |
| American Funds Global Balanced Fund R6 | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.0M | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS (Interest rates range from 4.25% to 9.50%), maturing 2025 to 2029 | Bonds / Notes | — | — | $1.9M | 1.3% | |
| PIMCO Global Bond Opps (USD-Hedged) Inst | Mutual Funds | — | — | $1.9M | 1.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.6M | 1.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $826K | 0.6% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $269K | 0.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $125K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
