Ryan Gadia signed Esperanza Health Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Esperanza Health Centers' EIN is 32-0115907.
Download the official 2024 Form 5500 (PDF) for Esperanza Health Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Esperanza Health Centers' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $2.7M | 16.2% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $2.2M | 13.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 13.2% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $1.9M | 11.3% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $1.2M | 7.5% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $1.2M | 7.3% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $810K | 4.9% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $599K | 3.7% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $406K | 2.5% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $389K | 2.4% | |
| Fidelity Investments Fidelity Global U.S. Index Fund | Common Collective Trusts | — | — | $321K | 2.0% | |
| Great Gray Trust Co AB US Large Cap Growth Fund | Common Stocks | — | — | $319K | 1.9% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $319K | 1.9% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $295K | 1.8% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $285K | 1.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $248K | 1.5% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $232K | 1.4% | |
| Fidelity Investments Fidelity Freedom 2070 K6 850 * Fidelity Investments Fidelity Freedom Inc K6 | Mutual Funds | — | — | $214K | 1.3% | |
| Money Market Fund Goldman Sachs Financial Square Government Fund | Cash / Money Market | — | — | $161K | 1.0% | |
| Principal Small Cap Value Fund II R6 | Other securities | — | — | $144K | 0.9% | |
| MFS International Diversification Fund Class R3 | Mutual Funds | — | — | $133K | 0.8% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $128K | 0.8% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $91K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $89K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $51K | 0.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $42K | 0.3% | |
| MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity U.S. Sustainability Index | Mutual Funds | — | — | $31K | 0.2% | |
| BlackRock Strategic Income Opp IS | Other securities | — | — | $28K | 0.2% | |
| DoubleLine Total Return Bond Fund Class I | Other securities | — | — | $27K | 0.2% |
