Holly WINN signed Black River Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Black River Health, Inc.'s EIN is 39-1027536.
Download the official 2024 Form 5500 (PDF) for Black River Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Black River Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | MILWAUKEE, WI | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund ** $ | Common Collective Trusts | — | — | $5.8M | 15.3% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $5.5M | 14.5% | |
| Fidelity Large Cap Growth Idx Mutual Fund | Common Collective Trusts | — | — | $4.2M | 11.1% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $4.0M | 10.6% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $3.7M | 9.9% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $3.7M | 9.7% | |
| T. Rowe Price Md-Cap Mutual Fund | Other securities | — | — | $2.0M | 5.4% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $1.9M | 4.9% | |
| Allspring Speial Mid Cap Value Fund - Class A Mutual Fund | Other securities | — | — | $1.7M | 4.5% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $1.6M | 4.3% | |
| Harbor Small Cap Growth Fund Institutional Class Mutual Fund | Other securities | — | — | $1.2M | 3.2% | |
| Natixis Funds Trust Vaughan Nelson Small Cap Value Fund Class A Mutual Fund | Other securities | — | — | $1.1M | 2.8% | |
| JOHCM Emerging Markets Opportunities Fund Advisor Shares Mutual Fund | Other securities | — | — | $1.1M | 2.8% | |
| Notes Receivable from Participants Participant Loans*** | Participant loans | — | — | $353K | 0.9% | |
| Mid Atlantic Master Cash Account Non Interest Bearing Cash | Cash / Money Market | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
