Tanya Marion signed Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice's EIN is 32-0125426.
Download the official 2024 Form 5500 (PDF) for Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice's plan includes 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 | -$339K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $66K | — |
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trusts * Fidelity Institutional Asset Management Fidelity Freedom 2040 CP D N/R | Common Collective Trusts | — | — | $36.6M | 12.6% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $36.6M | 12.6% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2035 CP D N/R | Mutual Funds | — | — | $31.3M | 10.7% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $31.3M | 10.7% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2050 CP D N/R | Mutual Funds | — | — | $29.4M | 10.1% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $29.4M | 10.1% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2045 CP D N/R | Mutual Funds | — | — | $29.0M | 9.9% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $29.0M | 9.9% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2030 CP D N/R | Mutual Funds | — | — | $27.0M | 9.3% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $27.0M | 9.3% | |
| Market Fund Mutual Funds * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $20.4M | 7.0% | |
| Fidelity Investments Fidelity Growth Company N/R | Mutual Funds | — | — | $19.3M | 6.6% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2055 CP D N/R | Mutual Funds | — | — | $18.3M | 6.3% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $18.3M | 6.3% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2025 CP D N/R | Mutual Funds | — | — | $15.6M | 5.4% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $15.6M | 5.4% | |
| Fund * Fidelity Investments Fidelity OTC Fund N/R | Mutual Funds | — | — | $8.8M | 3.0% | |
| Fidelity Investments Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $5.1M | 1.8% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2060 CP D N/R | Mutual Funds | — | — | $5.1M | 1.8% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $5.1M | 1.8% | |
| trusts Participant Loans * Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $5.0M | 1.7% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money N/R | Mutual Funds | — | — | $5.0M | 1.7% | |
| Vanguard Equity Income N/R | Mutual Funds | — | — | $4.5M | 1.5% | |
| Adm * Fidelity Investments Fidelity Balanced Fund N/R | Mutual Funds | — | — | $4.3M | 1.5% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2020 CP D N/R | Mutual Funds | — | — | $4.1M | 1.4% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $4.1M | 1.4% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $3.6M | 1.2% | |
| Fund * Fidelity Investments Fidelity Select Healthcare N/R | Mutual Funds | — | — | $2.7M | 0.9% | |
| Portfolio * Fidelity Investments Fidelity Mid-Cap Stock Fund N/R | Mutual Funds | — | — | $2.7M | 0.9% | |
| Macquarie Funds Macquarie Small Cap Core N/R | Other securities | — | — | $2.1M | 0.7% | |
| Fund R6 * Fidelity Investments Fidelity Extended Market N/R | Mutual Funds | — | — | $1.8M | 0.6% | |
| Index Fund * Fidelity Investments Fidelity Low PR Stock Fund N/R | Common Collective Trusts | — | — | $1.8M | 0.6% | |
| Goldman Sachs Goldman Sachs Emerging N/R | Other securities | — | — | $1.6M | 0.5% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2015 CP D N/R | Mutual Funds | — | — | $1.3M | 0.4% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Markets Equity Insights * Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| American Funds EuroPacific Growth Fund R6 N/R | Mutual Funds | — | — | $1.1M | 0.4% | |
| American Century American Century Mid Cap N/R | Other securities | — | — | $1.1M | 0.4% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2065 CP D N/R | Mutual Funds | — | — | $701K | 0.2% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $701K | 0.2% | |
| Fidelity Institutional Asset Management Fidelity Freedom Income N/R | Mutual Funds | — | — | $630K | 0.2% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $630K | 0.2% | |
| Fund * Fidelity Institutional Asset Management Fidelity Freedom 2010 CP D N/R | Mutual Funds | — | — | $279K | <0.1% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $279K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| ADVISOR |
| $57K |
| — |
