KARI Moore signed Crossover Health Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crossover Health Management Services, Inc.'s EIN is 27-2210135.
Download the official 2024 Form 5500 (PDF) for Crossover Health Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crossover Health Management Services, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $9.8M | 12.7% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $9.4M | 12.3% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $9.2M | 12.1% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $8.6M | 11.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $6.4M | 8.4% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $6.1M | 7.9% | |
| FID LG CAP GR IDX Mutual Fund | Common Collective Trusts | — | — | $5.1M | 6.7% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $3.8M | 5.0% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $2.9M | 3.8% | |
| BROKERAGELINK Common stock, mutual funds, money market | Cash / Money Market | — | — | $2.8M | 3.6% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.7M | 2.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $1.7M | 2.2% | |
| DODGE & COX STOCK X Mutual Fund | Mutual Funds | — | — | $1.4M | 1.9% | |
| CRLN E MID CAP GR R6 Mutual Fund | Other securities | — | — | $1.4M | 1.9% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $811K | 1.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $745K | 1.0% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $684K | 0.9% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $578K | 0.8% | |
| FID GOVT MMKT Money Market Fund | Mutual Funds | — | — | $578K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $542K | 0.7% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $502K | 0.7% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $351K | 0.5% | |
| DFA US TARGET VAL I Mutual Fund | Mutual Funds | — | — | $223K | 0.3% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $189K | 0.2% | |
| J H TRITON N Mutual Fund | Other securities | — | — | $148K | 0.2% | |
| BLKRK HIGH YLD BD K Mutual Fund | Other securities | — | — | $146K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $48K | <0.1% | |
| BR INTERNATIONAL K Mutual Fund | Other securities | — | — | $30K | <0.1% | |
| PGIM GLB TOT RTN R6 Mutual Fund | Other securities | — | — | $27K | <0.1% | |
| VOYA INTERM BOND R6 Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
