Healthedge Software, Inc.'s EIN is 20-2006970.
Download the official 2024 Form 5500 (PDF) for Healthedge Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healthedge Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORD KEEPER | $144K | — |
| EMPOWER ADVISORY GRIUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $119.7M | 98.8% |
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | BROKER / ADVISOR | $378K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STALKER & ASSOCIATES, INC. | 23-2756743 | NEWTOWN, PA | CONTRACT ADMIN | $18K | — |
