Patrick Obrien signed Contextmedia Health LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contextmedia Health LLC's EIN is 32-0459959.
Download the official 2024 Form 5500 (PDF) for Contextmedia Health LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contextmedia Health LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 18.0% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $1.5M | 14.3% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $1.2M | 11.4% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $1.0M | 9.8% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $1.0M | 9.7% | |
| Fidelity Retirement Government Money Market | Mutual Funds | — | — | $781K | 7.3% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $502K | 4.7% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $306K | 2.9% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $301K | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $284K | 2.7% | |
| Invesco Diversified Dividend | Mutual Funds | — | — | $251K | 2.4% | |
| Fidelity Overseas | Mutual Funds | — | — | $242K | 2.3% | |
| Janus Enterprise | Mutual Funds | — | — | $202K | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $191K | 1.8% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $187K | 1.8% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $151K | 1.4% | |
| Fidelity Total Bond | Mutual Funds | — | — | $141K | 1.3% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $122K | 1.2% | |
| Fidelity FREEDOM 2020 K ** 371 * Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $72K | 0.7% | |
| Wells Fargo Special Small Cap Value ADM | Other securities | — | — | $44K | 0.4% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $36K | 0.3% | |
| Well Fargo Special Mid Vap Value ADM | Other securities | — | — | $33K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $29K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Global EX US Index | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity FREEDOM 2010 K | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FREEDOM INC K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
