Michelle Grigsby-Hackett signed Affiliated Sante Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affiliated Sante Group's EIN is 52-1729566.
Download the official 2024 Form 5500 (PDF) for Affiliated Sante Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affiliated Sante Group's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.8M | 76.0% | |
| AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $697K | 11.0% | |
| AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $621K | 9.8% | |
| AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $507K | 8.0% | |
| AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $406K | 6.4% | |
| AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $336K | 5.3% | |
| AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $329K | 5.2% | |
| AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $306K | 4.8% | |
| STATE STREET GLOBAL STATE STREET EQUTY 500 INDX R MUTUAL FUND SHARES 0 | Other securities | — | — | $267K | 4.2% | |
| AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $260K | 4.1% | |
| LINCOLN NATIONAL LIFE LVIP DIMENSIONAL U.S. CORE EQUITY 1 0 | Mutual Funds | — | — | $194K | 3.0% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | Bonds / Notes | — | — | $183K | 2.9% | |
| AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $178K | 2.8% | |
| LINCOLN NATIONAL LIFE LVIP SSGA S&P 500 INDEX 0 | Common Collective Trusts | — | — | $153K | 2.4% | |
| INVESCO VAL OPP R MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $127K | 2.0% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $117K | 1.8% | |
| COLUMBIA SELIG TECH & INFO A MUTUAL FUND SHARES 0 | Other securities | — | — | $108K | 1.7% | |
| LINCOLN NATIONAL LIFE LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY 0 | Other securities | — | — | $106K | 1.7% | |
| LINCOLN NATIONAL LIFE AMERICAN FUNDS GROWTH 0 | Mutual Funds | — | — | $104K | 1.6% | |
| FIDELITY ADV GRTH OPS M MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $97K | 1.5% | |
| LINCOLN NATIONAL LIFE FIXED ACCOUNT 0 | Other securities | — | — | $89K | 1.4% | |
| LINCOLN NATIONAL LIFE LVIP T ROWE PRICE 2030 FUND 0 | Mutual Funds | — | — | $88K | 1.4% | |
| MFS CONSERVATIVE ALLOC R2 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $87K | 1.4% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $79K | 1.2% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $76K | 1.2% | |
| NEUBERGER BERMAN NEUBERGERBER SMCAP GRTH R3 MUTUAL FUND SHARES 0 | Other securities | — | — | $67K | 1.1% | |
| LINCOLN NATIONAL LIFE LVIP GLOBAL MODERATE ALLOCATION MGD RISK 0 886 LINCOLN NATIONAL LIFE LVIP GOVERNMENT MONEY MARKET 0 | Cash / Money Market | — | — | $53K | 0.8% | |
| FIDELITY ADV TOTAL BOND M MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $48K | 0.8% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Stable Value | — | — | $47K | 0.7% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE VALUE SERIES 0 | Other securities | — | — | $44K | 0.7% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE SOCIAL AWARENESS 0 | Other securities | — | — | $41K | 0.6% | |
| PRINCIPAL MDCAP S&P 400 IDX R3 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $37K | 0.6% | |
| AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R3 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $36K | 0.6% | |
| LINCOLN NATIONAL LIFE FIDELITY VIP CONTRAFUND 0 | Mutual Funds | — | — | $35K | 0.6% | |
| LINCOLN NATIONAL LIFE LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY 0 | Other securities | — | — | $33K | 0.5% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE MID CAP VALUE FUND 0 300 LINCOLN NATIONAL LIFE LVIP MACQUARIE SMID CAP CORE SERIES 0 | Other securities | — | — | $27K | 0.4% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE BOND 0 | Other securities | — | — | $25K | 0.4% | |
| AMERICAN CENTURY AMERCENT REALESTATE A MUTUAL FUND SHARES 0 | Other securities | — | — | $24K | 0.4% | |
| LINCOLN NATIONAL LIFE LVIP T. ROWE PRICE STRUCTURED MID-CAP GROWTH 0 | Other securities | — | — | $19K | 0.3% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE U.S. REIT FUND 0 | Common Stocks | — | — | $18K | 0.3% | |
| LINCOLN NATIONAL LIFE LVIP BARON GROWTH OPPORTUNITIES 0 | Other securities | — | — | $16K | 0.3% | |
| LINCOLN NATIONAL LIFE LVIP SSGA SMALL-CAP INDEX 0 | Other securities | — | — | $13K | 0.2% | |
| LINCOLN NATIONAL LIFE MACQUARIE SMALL CAP VALUE 0 | Other securities | — | — | $12K | 0.2% | |
| LINCOLN NATIONAL LIFE LVIP JPMORGAN RETIREMENT INCOME FUND 0 | Other securities | — | — | $10K | 0.2% | |
| LINCOLN NATIONAL LIFE AMERICAN FUNDS GROWTH-INCOME 0 | Mutual Funds | — | — | $8K | 0.1% | |
| LINCOLN NATIONAL LIFE LVIP MACQUARIE DIVERSIFIED INCOM 0 | Other securities | — | — | $8K | 0.1% | |
| FIDELITY ADV ENERGY M MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $7K | 0.1% | |
| LINCOLN NATIONAL LIFE AB VPS GLOBAL THEMATIC GROWTH 0 | Other securities | — | — | $7K | 0.1% | |
| MFS GROWTH ALLOC R2 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $7K | 0.1% | |
| LINCOLN NATIONAL LIFE FIDELITY VIP GROWTH 0 | Mutual Funds | — | — | $6K | <0.1% |
