John Butera signed Vatica Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vatica Health, Inc.'s EIN is 45-3367648.
Download the official 2024 Form 5500 (PDF) for Vatica Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vatica Health, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $2.6M | 13.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.4M | 12.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.9M | 10.0% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.8M | 9.3% | |
| TRP RETIREMENT 2005 I 863 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.8M | 9.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.7M | 8.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.4M | 7.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $855K | 4.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $713K | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $654K | 3.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $541K | 2.8% | |
| FED US TREAS CASH RES INST | Registered Investment Companies | — | — | $483K | 2.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $329K | 1.7% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $290K | 1.5% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $287K | 1.5% | |
| FIDELITY ADV SMALL CAP GR I | Registered Investment Companies | — | — | $176K | 0.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $159K | 0.8% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $152K | 0.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $145K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $134K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $106K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $103K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $102K | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $81K | 0.4% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $71K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $50K | 0.3% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $49K | 0.3% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $40K | 0.2% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $18K | <0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $30K |
| — |
