Kelly Schlageter signed Acentra Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acentra Health, LLC's EIN is 52-1872098.
Download the official 2024 Form 5500 (PDF) for Acentra Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acentra 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $224K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 T Date R6 Registered Investment Company | Mutual Funds | — | — | $18.0M | 11.0% | |
| Fidelity 500 Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $17.6M | 10.7% | |
| American Funds 2035 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $15.4M | 9.3% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $15.3M | 9.3% | |
| American Funds 2040 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $11.4M | 6.9% | |
| American Funds 2030 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $9.4M | 5.7% | |
| American Funds 2050 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $7.9M | 4.8% | |
| American Funds 2025 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6.9M | 4.2% | |
| American Funds 2055 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6.3M | 3.8% | |
| JPMorgan U.S. Equity Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6.2M | 3.7% | |
| METLIFE STABLE VALUE FUND SERIES 25 RELIANCE TRUST STABLE VALUE FUND · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.0% | |
| American Funds 2020 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $3.7M | 2.3% | |
| Fidelity Mid Cap Index Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $3.2M | 2.0% | |
| Fidelity International Idx Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $2.9M | 1.8% | |
| Voya Stable Value Option Insurance General Account | Stable Value | — | — | $2.9M | 1.8% | |
| Baron Focused Growth Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.8M | 1.7% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | Common Stocks | — | — | $2.7M | 1.7% | |
| Fidelity US Bd Idx Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2.7M | 1.6% | |
| Notes receivable from participants Bearing interest at 4.25% - 10.5% | Bonds / Notes | — | — | $2.6M | 1.6% | |
| LOAN FUND Participant Loans - Rates 4.75% to 10.50% | Bonds / Notes | — | — | $2.6M | 1.6% | |
| American Funds Am Balanced R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.4M | 1.4% | |
| Natixis Oakmark Fund Y Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 1.1% | |
| American Funds Nw Prspctv R6 Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.1% | |
| American Funds 2060 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 1.0% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.0% | |
| Invesco Small Cap Value Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.4M | 0.9% | |
| American Funds Bond Fnd Amer R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 0.8% | |
| PIMCO Income Fund Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 0.8% | |
| Fid Infl-Prtctd Bnd Indx Fd Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 0.8% | |
| AMG Frontier Small Cap Growth Fund Z Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 0.7% | |
| Diamond Hill Select Fund Y Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 0.7% | |
| American Funds New World R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 0.7% | |
| Fidelity Emg Mkts Id Fd Registered Investment Company | Mutual Funds | — | — | $1.0M | 0.6% | |
| Dodge & Cox Glbl Bond Fd I Pooled Separate Account | Pooled Separate Accounts | — | — | $678K | 0.4% | |
| Cohen & Steers Realty Shares Z Pooled Separate Account | Pooled Separate Accounts | — | — | $676K | 0.4% | |
| Mann&Napier Fd High Yield Bond Srs I Pooled Separate Account | Pooled Separate Accounts | — | — | $639K | 0.4% | |
| BlackRock Natural Rsrces Trust Inst Pooled Separate Account | Pooled Separate Accounts | — | — | $445K | 0.3% | |
| American Funds 2065 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $338K | 0.2% | |
| American Funds Strategic Bond Fd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $81K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $20K | <0.1% | |
| American Funds 2010 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds 2015 Target Date R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds 2070 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
