Management Health Systems, LLC's EIN is 58-2297524.
Download the official 2024 Form 5500 (PDF) for Management Health Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management Health Systems, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $4.0M | 18.7% | |
| Voya Intermediate Bond I | Other securities | — | — | $3.8M | 17.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $3.3M | 15.2% | |
| Vanguard Star Inv | Mutual Funds | — | — | $2.2M | 10.3% | |
| American Century Growth R6 | Other securities | — | — | $1.9M | 8.7% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $1.8M | 8.4% | |
| s * Standard Insurance Company Standard Stable Asset Fund | Guaranteed Income / GIC | — | — | $1.8M | 8.2% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $1.1M | 5.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $671K | 3.1% | |
| Wells Fargo Advantage Spec MD CP Val R6 | Other securities | — | — | $658K | 3.0% | |
| Participant Loans 5.25% to 8.50% - | Bonds / Notes | — | — | $263K | 1.2% | |
| JPMorgan US Equity R6 | Other securities | — | — | $31K | 0.1% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Columbia Mid Cap Index R5 | Other securities | — | — | $7K | <0.1% | |
| Vanguard Inflation Protected Secs ADM | Mutual Funds | — | — | $6K | <0.1% | |
| DFA US Targeted Value port | Mutual Funds | — | — | $5K | <0.1% | |
| Northern Trust Small Cap Core | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $42K | — |
