JODI Redding signed Purpose Home Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Purpose Home Health's EIN is 45-3772548.
Download the official 2024 Form 5500 (PDF) for Purpose Home Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purpose Home Health'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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVEST. ADVISORY | 82-0759826 | — | INVESTMENT/FINANC IAL A | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.9M | 95.2% | |
| [Assets held in participant loans] | Other | — | — | $156K | 1.7% | |
| JOHN HANCOCK STABLE VALUE I6 INVESCO TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
