Kayla SNOW signed Management Health Solutions in's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Management Health Solutions in's EIN is 11-3472971.
Download the official 2022 Form 5500 (PDF) for Management Health Solutions in from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Management Health Solutions in'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2060 Fund Mutual Fund 150 Sprott Gold Equity Fund Investor Class Mutual Fund 75 T Rowe Price Retirement 2055 Fund Mutual Fund 47 Vanguard Federal Money Market Fund Money Market Fund | Mutual Funds | — | — | $392K | 28.9% | |
| Similar Party Par. or Maturity Value Cost ** Value T Rowe Price Retirement Balanced Fund Mutual Fund | Mutual Funds | — | — | $256K | 18.9% | |
| T Rowe Price Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $242K | 17.9% | |
| Janus Henderson Overseas Fund Mutual Fund | Mutual Funds | — | — | $73K | 5.4% | |
| Invesco Oppenheimer Gold & Minerals Fund Mutual Fund | Mutual Funds | — | — | $70K | 5.2% | |
| T Rowe Price Retirement 2010 Fund Mutual Fund | Mutual Funds | — | — | $67K | 5.0% | |
| T Rowe Price Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $61K | 4.5% | |
| T Rowe Price Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $59K | 4.4% | |
| PIMCO Real Return Fund Mutual Fund | Mutual Funds | — | — | $23K | 1.7% | |
| State Street S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $23K | 1.7% | |
| Blackrock Mid-Cap Growth Equity Portfolio Mutual Fund | Other securities | — | — | $15K | 1.1% | |
| T Rowe Price Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $13K | 1.0% | |
| Alger Capital Appreciation Inst Fund Mutual Fund | Other securities | — | — | $11K | 0.8% | |
| Franklin Small Cap Value Fund - R Mutual Fund | Mutual Funds | — | — | $10K | 0.8% | |
| Schwab Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $9K | 0.7% | |
| Putnam Equity Income Fund Mutual Fund | Mutual Funds | — | — | $6K | 0.5% | |
| Lord Abbett Fundamental Equity Fund Mutual Fund | Mutual Funds | — | — | $5K | 0.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $5K | 0.3% | |
| Lord Abbett Calibrated Div Growth Fund Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| T Rowe Price Inter Value Equity Fund Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| T Rowe Price Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| DWS RREEF Real Estate Securities Fund Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| Victory Integrity Mid-Cap Value Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
