Derek Jackson signed Healthcare Management Solution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Healthcare Management Solution's EIN is 38-3657342.
Download the official 2024 Form 5500 (PDF) for Healthcare Management Solution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healthcare Management Solution'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $3.6M | 19.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.6M | 8.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $942K | 5.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $924K | 5.0% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $749K | 4.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $593K | 3.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $589K | 3.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $531K | 2.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $527K | 2.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $526K | 2.9% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $510K | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $498K | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $492K | 2.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $455K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $434K | 2.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $403K | 2.2% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $379K | 2.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $373K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $362K | 2.0% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $349K | 1.9% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $282K | 1.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $211K | 1.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $183K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $155K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $153K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $121K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $99K | 0.5% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $45K | 0.2% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $27K | 0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $10K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
