George Parsons signed CFG Health Systems, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CFG Health Systems, L.L.C.'s EIN is 22-3659031.
Download the official 2024 Form 5500 (PDF) for CFG Health Systems, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CFG Health Systems, L.L.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | 47-0648506 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investments, at contract value * Principal Trust Company Principal Guaranteed Option | Common Stocks | — | — | $2.8M | 21.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $1.2M | 9.3% | |
| JP Morgan JP Morgan Large Cap Value R6 Fund | Other securities | — | — | $1.2M | 9.2% | |
| American Funds American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $1.2M | 9.1% | |
| Thornburg Intl Equity R6 Fund | Other securities | — | — | $1.0M | 7.9% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | — | $840K | 6.4% | |
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $635K | 4.9% | |
| Goldman Sachs Goldman Sachs Emerging Markets Equity R6 | Other securities | — | — | $476K | 3.6% | |
| BlackRock Lfpth Index 2060 K Fund 87 BlackRock Lfpth Index 2065 K Fund 658 BlackRock Advanced Large Cap Cr K Fund | Other securities | — | — | $344K | 2.6% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $330K | 2.5% | |
| iShares Russ Mid-Cap Index K Fund | Other securities | — | — | $317K | 2.4% | |
| with various maturities | Other securities | — | — | $302K | 2.3% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $266K | 2.0% | |
| DFA Real Estate Secs I | Mutual Funds | — | — | $259K | 2.0% | |
| Principal Global Investors Trust Co. SmallCap S&P 500 Index SA+ | Common Collective Trusts | — | — | $232K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $232K | 1.8% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $156K | 1.2% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $141K | 1.1% | |
| JP Morgan JP Morgan Small Cap Value R6 Fund | Other securities | — | — | $126K | 1.0% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $121K | 0.9% | |
| BlackRock Lfpth Index 2045 K Fund | Other securities | — | — | $71K | 0.5% | |
| BlackRock Lfpth Index 2050 K Fund 92 BlackRock Lfpth Index 2055 K Fund | Other securities | — | — | $37K | 0.3% | |
| BlackRock Lfpth Index 2035 K fund | Other securities | — | — | $6K | <0.1% | |
| BlackRock Lfpth Index 2030 K fund | 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.
