Arlene Cline signed CIOX Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CIOX Health, LLC's EIN is 58-2659941.
Download the official 2024 Form 5500 (PDF) for CIOX Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CIOX Health, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $948K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB, LLC | — | OAKLAND, CA | INVESTMENT ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 71,254 # | Common Collective Trusts | — | — | $14.5M | 12.2% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $13.2M | 11.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.5M | 10.5% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.0M | 10.1% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9.0M | 7.6% | |
| Vanguard Total Bond Market Index Admiral 717,653 # | Mutual Funds | — | — | $6.8M | 5.7% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.2M | 5.2% | |
| Fidelity Mid Cap Index 180,553 # | Mutual Funds | — | — | $6.1M | 5.1% | |
| Vanguard Total Intl Stock Index Admiral 178,886 # | Mutual Funds | — | — | $5.7M | 4.7% | |
| Nuveen Lifecycle Index 2060 J 458,540 # | Mutual Funds | — | — | $5.0M | 4.2% | |
| ALLSPRING CORE PLUS BOND CIT D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.2% | |
| Vanguard Equity-Income Adm 51,232 # | Mutual Funds | — | — | $4.5M | 3.8% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.4M | 2.8% | |
| Stable Value Fund Fee Class R1 230,467 # | Stable Value | — | — | $2.6M | 2.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.2M | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| MFS Intl Diversification R6 57,906 # | Mutual Funds | — | — | $1.3M | 1.1% | |
| Massmutual Small Cap Groth Equity R6 58,034 # | Other securities | — | — | $908K | 0.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $824K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $823K | 0.7% | |
| DFA US Targeted Value I 22,877 # | Mutual Funds | — | — | $786K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $345K | 0.3% | |
| Pimco Income Instl 1,604 # | Mutual Funds | — | — | $17K | <0.1% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $10K | <0.1% | |
| American Funds American Balanced R6 150 # | Mutual Funds | — | — | $5K | <0.1% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $64 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11 | <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 |
|---|---|---|---|---|---|
| BENNETT THRASHER LLP | — | ATLANTA, GA | AUDITOR | $22K | — |
