Crystal Mineo signed Traditions Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Traditions Health, LLC's EIN is 45-1744136.
Download the official 2024 Form 5500 (PDF) for Traditions Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Traditions Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSUARANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.8M | 12.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.8M | 12.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.7M | 11.8% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.6M | 11.6% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 10.5% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.1M | 10.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.3M | 7.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.0M | 3.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $811K | 2.6% | |
| Notes Receivable from Participants * Plan participants Rates at 4.25% to 10.50% | Bonds / Notes | — | — | $683K | 2.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $434K | 1.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $386K | 1.2% | |
| Goldman Sachs Goldman Sachs Large Cap Growth Insights R6 Fund | Other securities | — | — | $344K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $227K | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $216K | 0.7% | |
| Principal Life Insurance Company Principal Inflation Protection Separate Account-Z | Pooled Separate Accounts | — | — | $202K | 0.6% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $202K | 0.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $185K | 0.6% | |
| American Funds American Funds Growth Fund of America R6 Fund | Mutual Funds | — | — | $154K | 0.5% | |
| American Funds American Funds Investment Company of America R6 Fund | Mutual Funds | — | — | $149K | 0.5% | |
| American Funds American Funds New Perspective R6 Fund | Mutual Funds | — | — | $111K | 0.4% | |
| SEI Trust Company Allspring Special Mid Cap Value R6 Fund | Mutual Funds | — | — | $107K | 0.3% | |
| MassMutual Financial group MassMutual Blue Chip Growth I Fund | Common Stocks | — | — | $106K | 0.3% | |
| American Funds American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $87K | 0.3% | |
| American Funds American Funds Fundamental Investors R6 Fund | Mutual Funds | — | — | $85K | 0.3% | |
| MFS Investment Management MFS Value R6 Fund | Mutual Funds | — | — | $79K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $74K | 0.2% | |
| American Funds American Funds New Economy R6 Fund | Mutual Funds | — | — | $74K | 0.2% | |
| Franklin Templeton Investments Templeton Foreign R6 Fund | Mutual Funds | — | — | $72K | 0.2% | |
| Eagel Financial Services Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $68K | 0.2% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock R6 Fund | Mutual Funds | — | — | $64K | 0.2% | |
| Janus International Holding Janus Henderson Mid Cap Value N Fund | Mutual Funds | — | — | $51K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price International Stock I Fund | Other securities | — | — | $49K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $44K | 0.1% | |
| Invesco Funds Group Invesco Equally-Weighted S&P 500 R6 Fund | Common Collective Trusts | — | — | $41K | 0.1% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $41K | 0.1% | |
| Principal Life Insurance Company Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $40K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $40K | 0.1% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $40K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $38K | 0.1% | |
| Principal Life Insurance Company Principal SmallCap Value II Separate Account-Z | Pooled Separate Accounts | — | — | $25K | <0.1% | |
| PRIN SMCAP VALUE II SEPT ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $25K | <0.1% | |
| Janus International Holding Janus Henderson Triton N Fund | Mutual Funds | — | — | $20K | <0.1% | |
| Legg Mason BrandywineGLOBAL Global Opportunities Bond IS Fund | Other securities | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% |
