Robert Liotto signed VNA Health Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VNA Health Group, Inc.'s EIN is 22-2500029.
Download the official 2024 Form 5500 (PDF) for VNA Health Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VNA Health Group, Inc.'s plan includes money-purchase contributions, 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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2030 Fund I N/A | Common Stocks | — | — | $10.2M | 14.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2025 Fund I N/A | Common Stocks | — | — | $9.2M | 13.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2035 Fund I N/A | Common Stocks | — | — | $7.7M | 11.2% | |
| Gauranteed Investment Contract * Empower Principal Preservation Separate Account N/A | Pooled Separate Accounts | — | — | $7.5M | 10.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2040 Fund I N/A | Common Stocks | — | — | $5.9M | 8.6% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2020 Fund I N/A | Common Stocks | — | — | $4.8M | 6.9% | |
| Fidelity Investments Fidelity 500 Index N/A | Common Collective Trusts | — | — | $4.6M | 6.7% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2045 Fund I N/A | Common Stocks | — | — | $4.3M | 6.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2050 Fund I N/A | Common Stocks | — | — | $3.4M | 4.9% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2015 Fund I N/A | Common Stocks | — | — | $1.7M | 2.4% | |
| JPMorgan Mid Cap Growth R6 N/A | Other securities | — | — | $1.5M | 2.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2055 Fund I N/A | Common Stocks | — | — | $1.3M | 1.9% | |
| 14 Hartford Mutual Funds Hartford International Opportunities R6 N/A | Other securities | — | — | $986K | 1.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2010 Fund I N/A | Common Stocks | — | — | $801K | 1.2% | |
| American Funds American Funds American Mutual R6 N/A | Mutual Funds | — | — | $791K | 1.1% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond N N/A | Other securities | — | — | $560K | 0.8% | |
| Registered Investment Companies Allsprings Global Investments Allspring Special Small Cap Value R6 N/A | Other securities | — | — | $529K | 0.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2060 Fund I N/A | Common Stocks | — | — | $373K | 0.5% | |
| American Funds American Funds Capital Inc Bldr R6 N/A | Mutual Funds | — | — | $350K | 0.5% | |
| Nuveen Mid Cap Value R6 N/A | Mutual Funds | — | — | $310K | 0.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2005 Fund I N/A | Common Stocks | — | — | $181K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $155K | 0.2% | |
| Fidelity Investments Fidelity Us Bond Index N/A | Mutual Funds | — | — | $146K | 0.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement Balanced Fund I N/A | Common Stocks | — | — | $112K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index N/A | Mutual Funds | — | — | $106K | 0.2% | |
| Fidelity Investments Fidelity International Index N/A | Mutual Funds | — | — | $103K | 0.1% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2065 Fund I N/A | Common Stocks | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLMAN FRENIA ALLISON, P.C. | — | LAKEWOOD, NJ | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | NONE | $25K | — |
