Aarti Patel signed Adherehealth, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adherehealth, LLC's EIN is 20-5225915.
Download the official 2023 Form 5500 (PDF) for Adherehealth, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Adherehealth, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $607K | 16.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $483K | 13.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $385K | 10.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $337K | 9.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $240K | 6.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $240K | 6.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $216K | 6.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $215K | 6.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $195K | 5.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $110K | 3.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $110K | 3.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $106K | 2.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $83K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $60K | 1.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $59K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $51K | 1.4% | |
| FID FREEDOM INDEX INC PREMIER 95 REGISTERED INVESTMENT COMPANY TIAA-CREF SC BLEND INDEX INST 9 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $24K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $22K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $17K | 0.5% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $14K | 0.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $4K | 0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
