Wendy Lewandowski signed Veradigm LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veradigm LLC's EIN is 56-1306083.
Download the official 2024 Form 5500 (PDF) for Veradigm LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veradigm LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $275K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $140K | — |
| TRUIST BANK |
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.
| 56-1074313 |
| — |
| NONE |
| $47K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $796 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 Index Fund - DC - Non-Lending - Class 3 | Common Collective Trusts | — | — | $103.1M | 17.0% | |
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $103.1M | 17.0% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | Common Stocks | — | — | $65.5M | 10.8% | |
| MFS Large Cap Value Fund Class 3 | Mutual Funds | — | — | $39.5M | 6.5% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $39.5M | 6.5% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $28.5M | 4.7% | |
| New York Life Anchor Account IV Fund | Other securities | — | — | $26.7M | 4.4% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $26.7M | 4.4% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.4M | 4.2% | |
| Northern Trust Extended Equity Market Index Fund - DC - Non-Lending - Class 3 | Common Collective Trusts | — | — | $22.5M | 3.7% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $22.5M | 3.7% | |
| MetWest Total Return Bond Fund D | Other securities | — | — | $21.1M | 3.5% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $21.1M | 3.5% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $20.9M | 3.5% | |
| BlackRock Technology Opportunities Fund Class K | Other securities | — | — | $20.8M | 3.4% | |
| Self-directed personal choice retirement accounts | Self-Directed Brokerage | — | — | $20.6M | 3.4% | |
| NT ALL CTRY WORLD EX US MKT 3 NORTHERN TRUST INVESTMENTS INC · EIN 26-6380133 / PN 001 | Common Collective Trust | — | — | $19.3M | 3.2% | |
| Northern Trust Aggregate Bond Index Fund - Non-Lending - Class 3 | Common Collective Trusts | — | — | $17.7M | 2.9% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $17.7M | 2.9% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $16.7M | 2.8% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.6% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.5M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $15.4M | 2.6% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $15.1M | 2.5% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.3% | |
| American Century Small Cap Value Fund Class R6 | Other securities | — | — | $13.0M | 2.2% | |
| MainStay MacKay High Yield Corporate Bond Fund Class R6 | Other securities | — | — | $12.2M | 2.0% | |
| The Hartford International Opportunities Fund Class R6 | Other securities | — | — | $10.9M | 1.8% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.5% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| T. Rowe Price International Discovery Fund Class I | Other securities | — | — | $5.7M | 0.9% | |
| and maturity dates ranging from 1/16/2025 and 12/16/2033 | Other securities | — | — | $3.9M | 0.6% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| AB Global Bond Fund Class Z | Other securities | — | — | $2.6M | 0.4% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $2.5M | 0.4% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $710K | 0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $640K | 0.1% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $613K | 0.1% |
