Laura Wood signed Health E Systems DBA Healthesystems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health E Systems DBA Healthesystems' EIN is 42-1571782.
Download the official 2024 Form 5500 (PDF) for Health E Systems DBA Healthesystems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health E Systems DBA Healthesystems' 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | DALLAS, TX | NONE | $71K | — |
| PRIDA, GUIDA & PEREZ, P.A | — | TAMPA, FL | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $8.4M | 18.1% | |
| T. ROWE PRICE TARGET 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $6.2M | 13.4% | |
| T. ROWE PRICE TARGET 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.1% | |
| T. ROWE PRICE TARGET 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.1% | |
| T. ROWE PRICE TARGET 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $5.5M | 12.0% | |
| T. ROWE PRICE TARGET 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.4% | |
| T. ROWE PRICE TARGET 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.3% | |
| T. ROWE PRICE TARGET 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.5% | |
| INVESCO STABLE VALUE CLASS B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| Vanguard Group Vanguard Extended MKT Index | Mutual Funds | — | — | $945K | 2.0% | |
| T. ROWE PRICE TARGET 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $699K | 1.5% | |
| secured by participant accounts -$0- | Other securities | — | — | $607K | 1.3% | |
| Victory Capital Victory Sycamore EST Value R6 | Other securities | — | — | $600K | 1.3% | |
| T. ROWE PRICE TARGET 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $575K | 1.2% | |
| T. Rowe Price T Rowe Price Small Cap Value I | Mutual Funds | — | — | $506K | 1.1% | |
| Hartford Mutual Funds Hartford Midcap R6 | Other securities | — | — | $438K | 0.9% | |
| Principal Funds Principal Real EST SEC FD R6 | Other securities | — | — | $413K | 0.9% | |
| T. ROWE PRICE TARGET 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $410K | 0.9% | |
| Vanguard Group Vanguard TTL INT Stock IND ADM | Mutual Funds | — | — | $350K | 0.8% | |
| Vanguard Group Vanguard Total bond Idex ADM | Mutual Funds | — | — | $337K | 0.7% | |
| Allspring SM Co Growth R6 | Mutual Funds | — | — | $259K | 0.6% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $233K | 0.5% | |
| T. ROWE PRICE TARGET 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $138K | 0.3% | |
| Hartford Mutual Funds Hartford International Opportunities R6 | Other securities | — | — | $134K | 0.3% | |
| T. Rowe Price T Rowe Price Government Money | Mutual Funds | — | — | $115K | 0.2% | |
| Invesco Oppenheimer DVP MKT R6 | Mutual Funds | — | — | $75K | 0.2% | |
| Pioneer Investments Pioneer Bond K | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $16K |
| — |
