Tasha Isbell signed Infinity Health Services, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Health Services, Inc.'s EIN is 20-2459537.
Download the official 2022 Form 5500 (PDF) for Infinity Health Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Infinity Health Services, Inc.'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 | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great-West Life Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $329K | 21.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $123K | 8.0% | |
| iShares US Aggregate Bond Index | Other securities | — | — | $113K | 7.3% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $79K | 5.1% | |
| DFA US Large Cap Value | Mutual Funds | — | — | $67K | 4.4% | |
| American Funds American Funds Growth Fund of America | Mutual Funds | — | — | $60K | 3.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $60K | 3.9% | |
| MFS International Growth | Mutual Funds | — | — | $59K | 3.8% | |
| Maturities Through 2027 - | Other securities | — | — | $52K | 3.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $51K | 3.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $50K | 3.2% | |
| Great West Trust Company Great-West Mid Cap Value | Common Stocks | — | — | $46K | 3.0% | |
| Great West Trust Company Great-West Multi-Sector Bond | Common Stocks | — | — | $39K | 2.5% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $38K | 2.5% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $38K | 2.4% | |
| Great West Trust Company Great-West International Value | Common Stocks | — | — | $38K | 2.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $36K | 2.3% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $32K | 2.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $32K | 2.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $31K | 2.0% | |
| Wells Fargo AllSpring Special Small Cap Value | Other securities | — | — | $29K | 1.9% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $23K | 1.5% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $21K | 1.4% | |
| Great West Trust Company Great-West T. Rowe Price Mid-Cap Growth | Common Stocks | — | — | $19K | 1.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $17K | 1.1% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $13K | 0.8% | |
| Goldman Sachs Goldman Sachs US Mortgages | Other securities | — | — | $11K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $10K | 0.7% | |
| American Funds American Funds New World | Mutual Funds | — | — | $10K | 0.7% | |
| Janus Henderson Janus Henderson Triton | Mutual Funds | — | — | $10K | 0.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $6K | 0.4% | |
| TransAmerica International Sm Cp Val I | 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.
| KOVACK ADVISORS INC | — | FT LAUDERDALE, FL | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | OAK BROOK, IL | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $908 | — |
