Kelsey Hamilton signed Aspire Allergy & Sinus' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aspire Allergy & Sinus' EIN is 46-2952579.
Download the official 2024 Form 5500 (PDF) for Aspire Allergy & Sinus from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aspire Allergy & Sinus' 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 |
|---|---|---|---|---|---|
| EQUITABLE | 20-3627707 | — | RECORD-KEEPER | $50K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATED ACCOUNT EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $12.5M | 98.4% | |
| T. ROWE PRICE GROWTH STOCK I | Other securities | — | — | $3.0M | 23.9% | |
| AB GOVERNMENT MONEY MARKET I | Cash / Money Market | — | — | $2.7M | 21.4% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $820K | 6.5% | |
| T. ROWE PRICE RETIREMENT 2055 FUND I | Other securities | — | — | $819K | 6.4% | |
| WESTERN ASSET CORE PLUS VIT I | Other securities | — | — | $686K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2035 FUND I | Other securities | — | — | $674K | 5.3% | |
| T. ROWE PRICE RETIREMENT 2045 FUND I | Other securities | — | — | $589K | 4.6% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $493K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2050 FUND I | Other securities | — | — | $405K | 3.2% | |
| T. ROWE PRICE RETIREMENT 2040 FUND I | Other securities | — | — | $361K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2030 FUND I | Other securities | — | — | $305K | 2.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $249K | 2.0% | |
| DFA INFLATION-PROTECTED SECURITIES I | Mutual Funds | — | — | $176K | 1.4% | |
| VANGUARD VIF TOTAL BOND MKT IDX | Common Collective Trusts | — | — | $124K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $123K | 1.0% | |
| INVESCO OPPENHEIMER INTERNATNL GROWTH R6 | Mutual Funds | — | — | $113K | 0.9% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | Bonds / Notes | — | — | $112K | 0.9% | |
| DFA INTERNATIONAL VALUE I | Mutual Funds | — | — | $111K | 0.9% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $108K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2010 FUND I 855 T. ROWE PRICE RETIREMENT 2015 FUND I | Other securities | — | — | $102K | 0.8% | |
| General Account (Unallocated Contract) * EQUITABLE GUARANTEED INTEREST OPTION | Other securities | — | — | $89K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2025 FUND I | Other securities | — | — | $86K | 0.7% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $83K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2060 FUND I | Other securities | — | — | $69K | 0.5% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $53K | 0.4% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $46K | 0.4% | |
| AB SMALL CAP GROWTH Z | Other securities | — | — | $44K | 0.3% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $44K | 0.3% | |
| VANGUARD VIF HIGH YIELD BOND | Mutual Funds | — | — | $44K | 0.3% | |
| PGIM GLOBAL REAL ESTATE R6 | Other securities | — | — | $18K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2020 FUND I | Other securities | — | — | $8K | <0.1% | |
| EQ / MONEY MARKET POOLED SEPARATE ACCOUNT | Pooled Separate Accounts | — | — | $6K | <0.1% |
