Stephen Powell signed H2O Clinical LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H2O Clinical LLC's EIN is 45-2125884.
Download the official 2024 Form 5500 (PDF) for H2O Clinical LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H2O Clinical 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $929K | 16.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $888K | 15.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $827K | 14.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $576K | 10.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $410K | 7.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $302K | 5.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $282K | 5.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $184K | 3.3% | |
| DFA US CORE EQUITY 1 PORT INST 307 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $133K | 2.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $119K | 2.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $107K | 1.9% | |
| MFS TECHNOLOGY FUND - R6 | Registered Investment Companies | — | — | $105K | 1.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $101K | 1.8% | |
| CLEARBRIDGE GROWTH FUND - IS | Registered Investment Companies | — | — | $92K | 1.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $90K | 1.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $72K | 1.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $68K | 1.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $56K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $48K | 0.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $38K | 0.7% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $30K | 0.5% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $28K | 0.5% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $18K | 0.3% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $8K | 0.1% | |
| INVESCO INTL DIVERS R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $6K | <0.1% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
