Franklin Lassiter signed Health Tech Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Tech Solutions LLC's EIN is 45-2938486.
Download the official 2024 Form 5500 (PDF) for Health Tech Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Tech Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $3.5M | 19.2% | |
| FID BLUE CHIP GR Mutual fund | Mutual Funds | — | — | $1.8M | 9.6% | |
| FID FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $1.7M | 9.2% | |
| FID FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $1.6M | 8.5% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $1.5M | 8.0% | |
| FID FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $1.3M | 7.2% | |
| FID FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $1.3M | 6.9% | |
| FID FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $1.2M | 6.5% | |
| FID FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $774K | 4.2% | |
| FID FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $459K | 2.5% | |
| FID FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $441K | 2.4% | |
| FID FDM IDX 2015 IPR Mutual fund | Common Collective Trusts | — | — | $436K | 2.4% | |
| FID FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $286K | 1.5% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $281K | 1.5% | |
| COLUMBIA DIV INC A Mutual fund | Common Stocks | — | — | $241K | 1.3% | |
| Varying maturity dates with interest rates ranging from * NOTES RECEIVABLE FROM PARTICIPANTS 4.25% to 9.50% | Bonds / Notes | — | — | $234K | 1.3% | |
| MFS MID CAP GRTH R3 Mutual fund | Mutual Funds | — | — | $183K | 1.0% | |
| FID GLB EX US IDX Mutual fund | Common Collective Trusts | — | — | $157K | 0.8% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $148K | 0.8% | |
| FID TOTAL BOND Mutual fund | Mutual Funds | — | — | $112K | 0.6% | |
| FID INTL CAP APPREC Mutual fund | Mutual Funds | — | — | $80K | 0.4% | |
| FID GOVT MMKT Money market fund | Mutual Funds | — | — | $72K | 0.4% | |
| FID EMERGING MKTS Mutual fund | Mutual Funds | — | — | $66K | 0.4% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $61K | 0.3% | |
| TRP DIV GROWTH ADV Mutual fund | Other securities | — | — | $59K | 0.3% | |
| J H TRITON T Mutual fund | Other securities | — | — | $55K | 0.3% | |
| FID REAL ESTATE INVS Mutual fund | Mutual Funds | — | — | $48K | 0.3% | |
| MFS INTL DIVRSN R3 Mutual fund | Mutual Funds | — | — | $32K | 0.2% | |
| PIF SMALL CAP R5 Mutual fund | Other securities | — | — | $22K | 0.1% | |
| GS INFL-PRO SECS INV Mutual fund | Other securities | — | — | $18K | <0.1% | |
| AS SPL SM CP VAL ADM Mutual fund | Other securities | — | — | $16K | <0.1% | |
| PARNASSUS MID CAP Mutual fund | Other securities | — | — | $8K | <0.1% | |
| VRTS C MDCP VAL EQ I Mutual fund | Other securities | — | — | $6K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
