Julie West signed Davita Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davita Inc.'s EIN is 51-0354549.
Download the official 2024 Form 5500 (PDF) for Davita Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davita Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $3.9M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONSULTANT | $3.6M | — |
| AON |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FUNDS · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $457.0M | 12.0% | |
| JPMCB SMARTRET. PASSIVE BLEND 2035 JPMORGAN CHASE BANK · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $349.6M | 9.2% | |
| JPMCB SMARTRET. PASSIVE BLEND 2040 JPMORGAN CHASE BANK · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $318.3M | 8.3% | |
| JPMCB SMARTRET. PASSIVE BLEND 2045 JPMORGAN CHASE BANK · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $280.6M | 7.4% | |
| JPMCB SMARTRET. PASSIVE BLEND 2050 JPMORGAN CHASE BANK · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $271.0M | 7.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2030 JPMORGAN CHASE BANK · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $253.2M | 6.6% | |
| VANGUARD INSTITUTIONAL TOTAL INTERN VANGUARD FUNDS · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $235.6M | 6.2% | |
| VANGUARD INSTITUTIONAL TOTAL BOND M VANGUARD FUNDS · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $232.0M | 6.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2055 JPMORGAN CHASE BANK · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $214.8M | 5.6% | |
| VANGUARD INSTITUTIONAL EXT MARKET VANGUARD FUNDS · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $180.0M | 4.7% | |
| JPMCB SMARTRET. PASSIVE BLEND 2025 JPMORGAN CHASE BANK · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $170.6M | 4.5% | |
| T. ROWE PRICE LARGE-CAP GROWTH TRUS T. ROWE PRICE · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $130.4M | 3.4% | |
| Participant loans Loan Rates 6.00% - 9.50% | Bonds / Notes | — | — | $119.9M | 3.1% | |
| T. ROWE PRICE STABLE VALUE COMMON T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $117.6M | 3.1% | |
| JPMCB SMARTRET. PASSIVE BLEND 2020 JPMORGAN CHASE BANK · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $85.8M | 2.2% | |
| JPMCB SMARTRET. PASSIVE BLEND 2060 JPMORGAN CHASE BANK · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $84.0M | 2.2% | |
| DaVita Inc. DaVita Stock Fund | Common Stocks | — | — | $54.8M | 1.4% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $44.1M | 1.2% | |
| Dodge and Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $37.3M | 1.0% | |
| JPMCB SMARTRET. PASSIVE BLEND INC JPMORGAN CHASE BANK · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $33.0M | 0.9% | |
| Prudential Funds PGIM Jennison SmallMid Company | Common Stocks | — | — | $23.4M | 0.6% | |
| JENNISON SMALL MID CAP PRUDENTIAL FUNDS · EIN 22-3703799 / PN 001 | Common Collective Trust | — | — | $23.4M | 0.6% | |
| JPMCB SMARTRET. PASSIVE BLEND 2065 JPMORGAN CHASE BANK · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $19.0M | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $15.1M | 0.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $5.7M | 0.1% | |
| METWEST TOTAL RETURN BOND FUND SEI DWIGHT FUNDS · EIN 47-2418714 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3109431 |
| — |
| CONSULTANT |
| $99K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 61-2261527 | — | AUDITOR | $44K | — |
