Brittany Schwemmer signed Advantia Health LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantia Health LLC's EIN is 46-5670849.
Download the official 2024 Form 5500 (PDF) for Advantia Health LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantia Health LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $88K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $10.4M | 21.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $7.5M | 15.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $4.8M | 9.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $4.1M | 8.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 7.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.1M | 6.5% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.8M | 5.9% | |
| Principal Blue Chip Fund | Other securities | — | — | $1.9M | 3.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $815K | 1.7% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $766K | 1.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $761K | 1.6% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $754K | 1.6% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $715K | 1.5% | |
| Standard Insurance Company Capital Preservation Income Fund | Common Stocks | — | — | $580K | 1.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $365K | 0.8% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $353K | 0.7% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $310K | 0.6% | |
| Maturity range through 2029. | Other securities | — | — | $280K | 0.6% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $277K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $276K | 0.6% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $272K | 0.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $234K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $188K | 0.4% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $160K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $75K | 0.2% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $64K | 0.1% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $57K | 0.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $56K | 0.1% | |
| Cohen & Steers Institutional Realty Fund | Other securities | — | — | $36K | <0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
