Nicole Berlowski signed Prohealth Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prohealth Care, Inc.'s EIN is 39-1486873.
Download the official 2024 Form 5500 (PDF) for Prohealth Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prohealth Care, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $436K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKBOX SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISORY | $75K | — |
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 Total Market Index | Common Collective Trusts | — | — | $97.9M | 15.4% | |
| American Funds 2040 Target Retirement | Mutual Funds | — | — | $69.0M | 10.9% | |
| American Funds 2030 Target Retirement | Mutual Funds | — | — | $65.2M | 10.3% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $55.6M | 8.8% | |
| Collective Trust Fund Trust | Common Collective Trusts | — | — | $55.3M | 8.7% | |
| American Funds 2050 Target Retirement | Mutual Funds | — | — | $40.3M | 6.3% | |
| MORLEY STABLE VAL FUND 20 II MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $35.4M | 5.6% | |
| American Funds 2035 Target Retirement | Mutual Funds | — | — | $21.5M | 3.4% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $21.4M | 3.4% | |
| American Funds 2055 Target Retirement | Mutual Funds | — | — | $20.6M | 3.2% | |
| PGIM TOTAL RETURN BD CLASS LP PRUDENTIAL · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $19.8M | 3.1% | |
| Dodge and Cox Dodge & Cox Stock | Mutual Funds | — | — | $19.5M | 3.1% | |
| American Funds 2020 Target Retirement | Mutual Funds | — | — | $18.7M | 3.0% | |
| American Funds 2045 Target Retirement | Mutual Funds | — | — | $18.1M | 2.9% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $17.0M | 2.7% | |
| American Funds American Funds Europacific Growth A | Mutual Funds | — | — | $16.6M | 2.6% | |
| American Funds 2025 Target Retirement | Mutual Funds | — | — | $14.2M | 2.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $13.0M | 2.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $12.9M | 2.0% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $12.7M | 2.0% | |
| American Century American Century Small Cap Value R6 | Other securities | — | — | $12.6M | 2.0% | |
| American Funds 2060 Target Retirement | Mutual Funds | — | — | $8.3M | 1.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $7.4M | 1.2% | |
| Charles Schwab Instl Self-directed brokerage account investments - Personal Choice | Self-Directed Brokerage | — | — | $4.7M | 0.7% | |
| American Funds 2010 Target Retirement | Mutual Funds | — | — | $4.2M | 0.7% | |
| American Funds 2015 Target Retirement | Mutual Funds | — | — | $2.0M | 0.3% | |
| American Funds 2065 Target Retirement | Mutual Funds | — | — | $1.4M | 0.2% | |
| State Street Bank and Trust Company Interest-bearing cash - Cash Reserve Account | Cash / Money Market | — | — | $329K | <0.1% | |
| ALLSPRING EMERGING MARKETS EQUITY E SEI · EIN 83-6759450 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL TOTAL RETURN BOND CLASS WILMINGTON TRUST · EIN 38-7289866 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | BROKER | $649 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 38-1357951 | — | AUDITOR | $14K | — |
