Alfred Giuliano- Bankruptcy Trustee signed CUE Health Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CUE Health Inc.'s EIN is 27-1562193.
Download the official 2024 Form 5500 (PDF) for CUE Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CUE Health Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $193K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $3.4M | $4.0M | 16.6% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $2.9M | $3.4M | 14.2% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $2.2M | $2.6M | 10.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.8M | $2.3M | 9.5% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $1.9M | $2.1M | 8.9% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $1.5M | $1.7M | 7.2% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $1.4M | $1.6M | 6.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $645K | $835K | 3.5% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $617K | $738K | 3.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $538K | $687K | 2.9% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $610K | $666K | 2.8% | |
| FID INTL INDEX | Mutual Funds | — | $453K | $484K | 2.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $448K | $468K | 1.9% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $341K | $363K | 1.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $296K | $352K | 1.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | $238K | $287K | 1.2% | |
| MFS MA INV GR STK R6 | Mutual Funds | — | $224K | $254K | 1.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | $232K | $242K | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $221K | $218K | 0.9% | |
| AF NEW WORLD R6 | Other securities | — | $189K | $197K | 0.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $131K | $128K | 0.5% | |
| PIF REAL EST SEC R6 | Other securities | — | $84K | $87K | 0.4% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $86K | $86K | 0.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $71K | $83K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | $45K | $52K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | $40K | $41K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $13K | $16K | <0.1% | |
| PGIM GLB TOT RTN R6 | Other securities | — | $4K | $4K | <0.1% | |
| MFS NEW DISCOVERY R6 | Mutual Funds | — | $3K | $4K | <0.1% | |
| AF AMER MUTUAL R6 | Other securities | — | $3K | $3K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $2K | $2K | <0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $134 | $137 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIULIANO, MILLER & COMPANY, LLC | 22-3327698 | — | ACCOUNTANT | $65K | — |
| JGD ASSOCIATES | 95-3132551 | — | AUDITOR | $9K | — |
