Alfred Curtis signed Betterhealth, a Planned Parenthood Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Betterhealth, a Planned Parenthood Partnership's EIN is 23-3084482.
Download the official 2024 Form 5500 (PDF) for Betterhealth, a Planned Parenthood Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Betterhealth, a Planned Parenthood Partnership'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 | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $627 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $1.0M | 26.9% | |
| Vanguard TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $532K | 13.9% | |
| Vanguard TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $531K | 13.9% | |
| Vanguard TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $436K | 11.4% | |
| Vanguard TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $279K | 7.3% | |
| Vanguard TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $214K | 5.6% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $206K | 5.4% | |
| Vanguard TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $163K | 4.3% | |
| State Street STATE STREET GLOBAL EQ EX-US INDEX K | Other securities | — | — | $106K | 2.8% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $91K | 2.4% | |
| Participant Loans (Interest at 4.24% to 9.50%) | Bonds / Notes | — | — | $91K | 2.4% | |
| Vanguard TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $69K | 1.8% | |
| Fidelity MID-CAP STOCK | Mutual Funds | — | — | $48K | 1.3% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $31K | 0.8% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $31K | 0.8% | |
| American Funds AMERICAN CENTURY SMALL CAP GROWTH R6 | Mutual Funds | — | — | $22K | 0.6% | |
| Fidelity REAL ESTATE INDEX | Mutual Funds | — | — | $15K | 0.4% | |
| State Street STATE STREET EMERGING MARKETS EQ IDX K | Common Collective Trusts | — | — | $12K | 0.3% | |
| Baird AGGREGATE BOND INST | Other securities | — | — | $12K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11K | 0.3% | |
| Harris INTERNATIONAL EQUITY | Other securities | — | — | $10K | 0.3% | |
| State Street STATE STREET AGGREGATE BOND INDEX K | Other securities | — | — | $5K | 0.1% | |
| Vanguard TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard TARGET RETIREMENT 2065 INV 103 Vanguard TARGET RETIREMENT 2070 INV | Mutual Funds | — | — | $3K | <0.1% | |
| MacQuarie SMALL CAP VALUE R6 | Other securities | — | — | $3K | <0.1% | |
| MacQuarie SMALL CAP VALUE R6 27 Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $12K |
| — |
