Martha Cepeda signed Automated Healthcare Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Automated Healthcare Solutions, LLC's EIN is 26-4736610.
Download the official 2024 Form 5500 (PDF) for Automated Healthcare Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Automated Healthcare Solutions, LLC'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 |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $69K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $1.5M | 29.0% | |
| FIDELITY EMERG MKTS INDEX FD INST PRE Mutual Fund ** $9 AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $618K | 11.6% | |
| VANGUARD EQUITY-INCOME ADM Mutual Fund | Mutual Funds | — | — | $574K | 10.8% | |
| FIDELITY TOTAL MARKET INDEX FUND Mutual Fund ** $205 FIDELITY INTER INDEX FUND Mutual Fund ** $86 FIDELITY EXTENDED MKT INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $557K | 10.4% | |
| AMERICAN CENTURY GROWTH INSTL Mutual Fund | Other securities | — | — | $535K | 10.0% | |
| GLOBAL REAL ESTATE SECURITIES PORTFOLIO Mutual Fund ** $18 AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | Mutual Funds | — | — | $455K | 8.5% | |
| PRUDENTIAL TOTAL RETURN BOND Q Mutual Fund | Other securities | — | — | $202K | 3.8% | |
| VANGUARD INFLATION-PROTECTED SECS ADM Mutual Fund ** $441 WELLS FARGO ADVANTAGE CORE BOND R6 Mutual Fund | Mutual Funds | — | — | $202K | 3.8% | |
| COHEN & STEERS GLOBAL INFRASTRUCTURE I Mutual Fund | Other securities | — | — | $166K | 3.1% | |
| FIDELITY U.S. BOND INDEX Mutual Fund ** $451 PIMCO INCOME INSTL Mutual Fund | Mutual Funds | — | — | $139K | 2.6% | |
| VANGUARD SHORT-TERM BOND INDEX ADM Mutual Fund | Mutual Funds | — | — | $138K | 2.6% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $30K | 0.6% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund ** $19 VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund ** $19 VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $25K | 0.5% | |
| VANGUARD WELLINGTONT ADMIRALT Mutual Fund | Mutual Funds | — | — | $16K | 0.3% | |
| FIDELITY GOVERNMENT MONEY MARKET Interest Bearing Cash | Mutual Funds | — | — | $14K | 0.3% | |
| Non Interest bearing cash N/A FIDELITY CASH RESERVES Interest Bearing Cash | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
