Lynn McNabb signed Sarnova HC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sarnova HC, LLC's EIN is 26-2549813.
Download the official 2024 Form 5500 (PDF) for Sarnova HC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sarnova HC, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | NONE | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.4M | 13.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $11.6M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $11.4M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.1M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.9M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.5M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.7M | 6.7% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $6.7M | 6.7% | |
| Fidelity Equity Growth # | Mutual Funds | — | — | $4.5M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.3% | |
| T. Rowe Price T. Rowe Price Government Money # | Other securities | — | — | $2.0M | 2.0% | |
| Self-Directed Brokerage Accounts Charles Schwab Self Directed Brokerage Account # | Self-Directed Brokerage | — | — | $1.9M | 1.9% | |
| 9.50%, maturing through August 2047 # | Bonds / Notes | — | — | $1.7M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| T. Rowe Price Mid Cap Growth # | Other securities | — | — | $1.0M | 1.0% | |
| JP Morgan Mid Cap Value R6 # | Other securities | — | — | $1.0M | 1.0% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $848K | 0.8% | |
| Fidelity Global EX US IND # | Mutual Funds | — | — | $778K | 0.8% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $715K | 0.7% | |
| Dodge & Cox Dodge & Cox Income Fund Class X # | Mutual Funds | — | — | $653K | 0.7% | |
| Cash and Cash Equivalents * T. Rowe Price Cash and cash equivalents # 2 Mutual Funds American Funds American Funds Balanced R6 # | Mutual Funds | — | — | $641K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $537K | 0.5% | |
| COHEN & STEERS U.S. REALITY FUND COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $514K | 0.5% | |
| PIMCO Income Fund # | Mutual Funds | — | — | $418K | 0.4% | |
| American Funds American New World R6 # | Mutual Funds | — | — | $362K | 0.4% | |
| Invesco Intl Small-Mid Y # | Mutual Funds | — | — | $333K | 0.3% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $292K | 0.3% | |
| Janus Henderson Janus Henderson Triton T # | Mutual Funds | — | — | $279K | 0.3% | |
| Fidelity International Capital Appreciation # | Mutual Funds | — | — | $229K | 0.2% | |
| Fidelity US Bond Index # | Mutual Funds | — | — | $209K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $79K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% | |
| MORLEY STABLE VALUE CL 75-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8K | <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 |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | — | OVERLAND PARK, KS | NONE | $8K | — |
