AMY Malkin signed Pioneer Health Employment, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pioneer Health Employment, Inc.'s EIN is 20-8504280.
Download the official 2022 Form 5500 (PDF) for Pioneer Health Employment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Pioneer Health Employment, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement 2035 Fund R5 Mutual fund NA | Other securities | — | — | $181K | 13.9% | |
| Hanlon Tactical Dive Momentum Fund Mutual fund NA | Other securities | — | — | $111K | 8.6% | |
| JPMorgan Smart Retirement 2030 Fund R5 Mutual fund NA | Other securities | — | — | $111K | 8.5% | |
| Federated Government Obligations Fund Mutual fund NA | Other securities | — | — | $104K | 8.0% | |
| JPMorgan Smart Retirement 2050 Fund R5 Mutual fund NA | Other securities | — | — | $96K | 7.4% | |
| JPMorgan Smart Retirement 2040 Fund R5 Mutual fund NA | Other securities | — | — | $96K | 7.4% | |
| JPMorgan Smart Retirement 2020 Fund R5 Mutual fund NA | Other securities | — | — | $90K | 6.9% | |
| Vanguard Selected Value Fund Mutual fund NA | Mutual Funds | — | — | $67K | 5.1% | |
| American Funds American High-Inc R-6 Mutual fund NA | Mutual Funds | — | — | $62K | 4.8% | |
| JPMorgan Smart Retirement 2045 Fund R5 Mutual fund NA | Other securities | — | — | $46K | 3.6% | |
| JPMorgan US Equity Fund R5 Mutual fund NA | Other securities | — | — | $40K | 3.1% | |
| JPMorgan Smart Retirement 2055 Fund R5 Mutual fund NA | Other securities | — | — | $30K | 2.3% | |
| Vanguard Growth Index Fund Mutual fund NA | Common Collective Trusts | — | — | $28K | 2.2% | |
| Federated Institutional High Yield Bond Fd Mutual fund NA | Other securities | — | — | $24K | 1.8% | |
| JPMorgan Smart Retirement Inc. Fund R5 Mutual fund NA | Common Stocks | — | — | $21K | 1.6% | |
| Prinicpal High Yield Fund Inst Mutual fund NA | Other securities | — | — | $21K | 1.6% | |
| Wells Fargo Growth Fund - Class Inst Mutual fund NA | Other securities | — | — | $20K | 1.5% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund NA 11 Lord Abbett Short Duration Income Fund Mutual fund NA | Mutual Funds | — | — | $9K | 0.7% | |
| BlackRock Global Allocation Fund Mutual fund NA | Other securities | — | — | $7K | 0.6% | |
| Fidelity Advisor Small Cap Class I Mutual fund NA | Mutual Funds | — | — | $7K | 0.5% | |
| BlackRock iShares Russell Mid Cap Idx Fd Mutual fund NA | Common Collective Trusts | — | — | $7K | 0.5% | |
| Victory Sycamore Established Value Fund Mutual fund NA | Other securities | — | — | $6K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual fund NA | Common Collective Trusts | — | — | $6K | 0.4% | |
| American Funds Fundamental Inves R-6 Mutual fund NA | Mutual Funds | — | — | $5K | 0.4% | |
| Notes receivable from participants 5 loans - 4.25% to 6% NA | Bonds / Notes | — | — | $5K | 0.4% | |
| JPMorgan Smart Retirement 2060 Fund R5 Mutual fund NA | Other securities | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
