Michelle Ansley signed Four Winds Health, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Four Winds Health, LLC's EIN is 45-1273930.
Download the official 2025 Form 5500 (PDF) for Four Winds Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Four Winds Health, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $27K | — |
| WILSHIRE ADVISORS, LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.5M | 13.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.3M | 12.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 11.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 11.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 10.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.2M | 6.8% | |
| Vanguard 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $845K | 4.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-9447574 / PN 013 | Common Collective Trust | — | — | $590K | 3.3% | |
| Vanguard Growth Index Fund Mutual Funds | Common Collective Trusts | — | — | $372K | 2.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $370K | 2.1% | |
| Insurance General Account | Guaranteed Income / GIC | — | — | $309K | 1.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $196K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund/Open-end Fund Mutual Funds | Common Collective Trusts | — | — | $173K | 1.0% | |
| MFS Mid Cap Growth Fund Mutual Funds | Mutual Funds | — | — | $137K | 0.8% | |
| Vanguard Small-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $122K | 0.7% | |
| DFA International Sustainability Core 1 Portfolio Mutual Funds | Mutual Funds | — | — | $117K | 0.7% | |
| DFA Emerging Markets Core Equity Portfolio Mutual Funds | Mutual Funds | — | — | $110K | 0.6% | |
| Vanguard Equity Income Fund Mutual Funds | Mutual Funds | — | — | $104K | 0.6% | |
| Vanguard Mid-Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $97K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $97K | 0.5% | |
| (E) | Other securities | — | $97K | $93K | 0.5% | |
| Vanguard Small-Cap Value Index Fund Mutual Funds | Common Collective Trusts | — | — | $93K | 0.5% | |
| Federated Hermes Kaufmann Small Cap Fund Mutual Funds | Other securities | — | — | $87K | 0.5% | |
| AB Global Bond Fun Inc. Mutual Funds | Common Stocks | — | — | $80K | 0.4% | |
| (E) | Other securities | — | — | $80K | 0.4% | |
| DFA Real Estate Securities Portfolio Mutual Funds | Mutual Funds | — | — | $72K | 0.4% | |
| PGIM High Yield Fund Mutual Funds | Other securities | — | — | $68K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $23K | 0.1% | |
| MFS Corporate Bond Fund Mutual Funds | Mutual Funds | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% |
