Bethany J. Stockford signed Health Concepts, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Concepts, Ltd.'s EIN is 05-0400913.
Download the official 2024 Form 5500 (PDF) for Health Concepts, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Concepts, Ltd.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONSULTANT | $88K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth A | Mutual Funds | — | — | $5.1M | 11.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.5M | 10.3% | |
| Common Collective Trust * Transamerica Retirement Stable Pooled Fund | Common Collective Trusts | — | — | $3.5M | 8.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.0% | |
| JPMorgan US Equity A | Other securities | — | — | $3.0M | 6.9% | |
| Fidelity Advisor Total Bond Fund - Class Z | Mutual Funds | — | — | $2.5M | 5.8% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.3M | 5.2% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $2.1M | 4.8% | |
| Invesco Oppenheimer Global R6 | Mutual Funds | — | — | $2.0M | 4.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.9M | 4.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.8M | 4.1% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $1.6M | 3.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.5M | 3.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.4M | 3.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $1.4M | 3.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.2M | 2.7% | |
| American Funds American Funds EuroPacific Gr R3 | Mutual Funds | — | — | $1.0M | 2.3% | |
| Allspring Special Small Cap Val R6 | Other securities | — | — | $996K | 2.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $933K | 2.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $858K | 2.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $750K | 1.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $697K | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $694K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $636K | 1.5% | |
| Money Market Fund * State Street Bank & Trust Cash Reserve Account | Cash / Money Market | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
