Kristen Miller signed Apixio Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apixio Holdings, LLC's EIN is 46-0788940.
Download the official 2024 Form 5500 (PDF) for Apixio Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apixio Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARMERS BANK OF APPOMATTOX | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 26.5% | |
| NUVEEN LIFECYCLE INDEX 2045 - CLASS SEI DWIGHT FUNDS · EIN 85-3115258 / PN 043 | Common Collective Trust | — | — | $2.0M | 12.1% | |
| NUVEEN LIFECYCLE INDEX 2040 - CLASS SEI DWIGHT FUNDS · EIN 85-3093428 / PN 043 | Common Collective Trust | — | — | $1.7M | 10.2% | |
| NUVEEN LIFECYCLE INDEX 2050 - CLASS SEI DWIGHT FUNDS · EIN 85-3138760 / PN 043 | Common Collective Trust | — | — | $1.6M | 9.5% | |
| NUVEEN LIFECYCLE INDEX 2055 - CLASS SEI DWIGHT FUNDS · EIN 85-3165477 / PN 043 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| NUVEEN LIFECYCLE INDEX 2060 - CLASS SEI DWIGHT FUNDS · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| NUVEEN LIFECYCLE INDEX 2035 - CLASS SEI DWIGHT FUNDS · EIN 85-3078653 / PN 043 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| NUVEEN LIFECYCLE INDEX 2030 - CLASS SEI DWIGHT FUNDS · EIN 85-3029802 / PN 043 | Common Collective Trust | — | — | $803K | 4.8% | |
| LARGE CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $620K | 3.7% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $320K | 1.9% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | Common Collective Trusts | — | — | $271K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2025 - CLASS SEI DWIGHT FUNDS · EIN 85-3015123 / PN 043 | Common Collective Trust | — | — | $248K | 1.5% | |
| American Century Small Cap Value Fund R6 | Other securities | — | — | $186K | 1.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $169K | 1.0% | |
| LARGE CAP VALUE FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 87-3562082 / PN 426 | Common Collective Trust | — | — | $127K | 0.8% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | Bonds / Notes | — | — | $114K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2065 - CLASS SEI DWIGHT FUNDS · EIN 85-3241339 / PN 043 | Common Collective Trust | — | — | $102K | 0.6% | |
| MID CAP VALUE FUND II - FEE CLASS R GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $89K | 0.5% | |
| Voya Fixed Account | Other securities | — | — | $86K | 0.5% | |
| Guggenheim Total Return Bond Fund R6 | Other securities | — | — | $73K | 0.4% | |
| Fidelity Adv Foc Emr Mkts Fd Z Registered Investment Company | Mutual Funds | — | — | $73K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2020 - CLASS SEI DWIGHT FUNDS · EIN 85-2999137 / PN 043 | Common Collective Trust | — | — | $68K | 0.4% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $66K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2015 - CLASS SEI DWIGHT FUNDS · EIN 85-2959174 / PN 043 | Common Collective Trust | — | — | $55K | 0.3% | |
| Janus Hndr Balanced Fund N Registered Investment Company | Mutual Funds | — | — | $45K | 0.3% | |
| MID CAP GROWTH FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $29K | 0.2% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $22K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $13K | <0.1% | |
| SMALL CAP VALUE FUND II - FEE CLASS GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
