Brian Duclos signed Amedisys Holding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amedisys Holding, LLC's EIN is 36-4576454.
Download the official 2024 Form 5500 (PDF) for Amedisys Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amedisys Holding, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | CONSULTANT | $172K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEXISNEXIS RISK DATA MANAGEMENT INC | 65-0852445 | — | OTHER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER DONELSON | 62-1047356 | — | OTHER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amedisys, Inc. | Common Stocks | — | — | $109.7M | 11.5% | |
| American Funds BlackRock Global Allocation Fund | Mutual Funds | — | — | $107.0M | 11.2% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $54.2M | 5.7% | |
| STATE STREET SP 500 INDEX NL SERIES STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $54.2M | 5.7% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $54.1M | 5.7% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $52.7M | 5.5% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $50.2M | 5.3% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $45.2M | 4.7% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $41.8M | 4.4% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $37.3M | 3.9% | |
| MFS International Value - R6 GM | Mutual Funds | — | — | $34.3M | 3.6% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $19.9M | 2.1% | |
| American Century American Century Government Bond GM | U.S. Treasuries | — | — | $19.2M | 2.0% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $18.3M | 1.9% | |
| MFS Value Fund R6 - GM | Mutual Funds | — | — | $18.1M | 1.9% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $17.9M | 1.9% | |
| Janus Enterprise Janus Enterprise Fund Class I | Mutual Funds | — | — | $17.4M | 1.8% | |
| December 2039 - | Other securities | — | — | $17.2M | 1.8% | |
| Invesco Trusts Invesco Stable Value Retirement Trust | Stable Value | — | — | $16.3M | 1.7% | |
| JP Morgan JP Morgan Large Cap Growth R6 GM | Other securities | — | — | $15.5M | 1.6% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $12.3M | 1.3% | |
| American Funds American EuroPacific | Mutual Funds | — | — | $11.3M | 1.2% | |
| Merrill Self-directed funds | Self-Directed Brokerage | — | — | $10.6M | 1.1% | |
| MFS International Value R6 | Mutual Funds | — | — | $10.4M | 1.1% | |
| ACCRUED INCOME ACCRUED INCOME 144 RETIREMENT BANK ACCOUNT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $9.8M | $9.8M | 1.0% | |
| Victory Sycamore R6 - GM | Other securities | — | — | $9.5M | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $9.0M | 0.9% | |
| Cash and cash equivalents Cash and cash equivalents | Cash / Money Market | — | — | $8.9M | 0.9% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $8.5M | $8.5M | 0.9% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $8.0M | 0.8% | |
| Janus Enterprise Janus Enterprise Fund Class I - GM | Mutual Funds | — | — | $7.0M | 0.7% | |
| American Funds BlackRock Small Cap Growth | Mutual Funds | — | — | $5.7M | 0.6% | |
| Oakmark Equity & Income | Other securities | — | — | $5.5M | 0.6% | |
| Victory Sycamore R6 | Other securities | — | — | $5.3M | 0.6% | |
| American Century American Century Small Cap Value Fund R6- GM | Other securities | — | — | $5.2M | 0.5% | |
| American Century American Century Small Cap Value Fund R6 | Other securities | — | — | $5.1M | 0.5% | |
| Vanguard 2065 Target Retirement | Mutual Funds | — | — | $3.3M | 0.3% | |
| American Funds BlackRock Inflation Protected Bond | Mutual Funds | — | — | $3.3M | 0.3% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $3.2M | 0.3% | |
| American Funds BlackRock Small Cap Growth - GM | Mutual Funds | — | — | $3.1M | 0.3% | |
| American Century American Century Government Bond | U.S. Treasuries | — | — | $2.7M | 0.3% | |
| Principal Real Estate Sec Fund I | Other securities | — | — | $2.5M | 0.3% | |
| Invesco Trusts Invesco Stable Value Trust of the Inst. Ret. Trust | Stable Value | — | — | $2.1M | 0.2% | |
| Vanguard Target Income Retirement | Mutual Funds | — | — | $1.7M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.6M | $1.6M | 0.2% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $909K | $909K | <0.1% | |
| Vanguard 2070 Target Retirement | Mutual Funds | — | — | $548K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $452K | $452K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $13K | $13K | <0.1% |
