Steven Morgan signed Avail Medsystems, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avail Medsystems, Inc.'s EIN is 46-0531153.
Download the official 2022 Form 5500 (PDF) for Avail Medsystems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Avail Medsystems, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $418K | 15.5% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $342K | 12.7% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $302K | 11.2% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $278K | 10.3% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $241K | 9.0% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $218K | 8.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $149K | 5.5% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $110K | 4.1% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $89K | 3.3% | |
| Participant loans receivable - 7 loans outstanding with * interest rates of 4.25% to 5.75% - | Bonds / Notes | — | — | $83K | 3.1% | |
| Empower Trust Company, LLC. * Ei Fixed Account - Series Class I | Common Stocks | — | — | $71K | 2.6% | |
| Fidelity International Index | Mutual Funds | — | — | $56K | 2.1% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $55K | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $45K | 1.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $40K | 1.5% | |
| Fidelity Freedom Index 2060 Instl Prem ** 358 Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $40K | 1.5% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $35K | 1.3% | |
| MFS Value R6 | Mutual Funds | — | — | $21K | 0.8% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $19K | 0.7% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $18K | 0.7% | |
| American Funds Bond Fund Of Amer R6 ** 794 American Funds Inflation Linked Bd R6 | Mutual Funds | — | — | $16K | 0.6% | |
| T. Rowe Price Diversified Mid Cap Gr I | Other securities | — | — | $14K | 0.5% | |
| American Funds Mortgage R6 | Mutual Funds | — | — | $11K | 0.4% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $7K | 0.3% | |
| PGIM High-Yield R6 | Other securities | — | — | $7K | 0.2% | |
| Blackrock Mid-Cap Value Class K | Other securities | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $10K |
| — |
