Cindy UNG signed Health Data Vision, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Data Vision, Inc.'s EIN is 30-0759432.
Download the official 2024 Form 5500 (PDF) for Health Data Vision, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Data Vision, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2035 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 22.4% | |
| NUVEEN LIFECYCLE INDEX 2040 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $992K | 13.6% | |
| NUVEEN LIFECYCLE INDEX 2045 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $949K | 13.0% | |
| NUVEEN LIFECYCLE INDEX 2050 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $805K | 11.0% | |
| NUVEEN LIFECYCLE INDEX 2030 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $489K | 6.7% | |
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $411K | 5.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST MGMT Variable Annuities | Other securities | — | — | $387K | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2060 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $279K | 3.8% | |
| NUVEEN LIFECYCLE INDEX 2025 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $234K | 3.2% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $172K | 2.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE Mutual Fund | Mutual Funds | — | — | $134K | 1.8% | |
| HARTFORD SCHRODERS INTERNATIONAL STK Mutual Fund | Other securities | — | — | $119K | 1.6% | |
| FEDERATED HERMES GOVT OBL Mutual Fund | Other securities | — | — | $103K | 1.4% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $99K | 1.4% | |
| Notes receivable from participants Various maturity dates through 2028; interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $70K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2065 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $68K | 0.9% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $61K | 0.8% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $60K | 0.8% | |
| CARILLON EAGLE MID CAP Mutual Fund | Other securities | — | — | $48K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2055 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $34K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $32K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2015 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $26K | 0.4% | |
| FIDELITY INTL CPTL APPREC Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE Mutual Fund | Other securities | — | — | $15K | 0.2% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2020 SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11K | 0.1% | |
| COHEN & STEERS INSTL Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| JPMORGAN CORE BOND R6 Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| PIMCO INCOME INSTL Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $6K | <0.1% | |
| FEDERATED HERMES GOVT OB ADVISOR Money Market Fund | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
