Health First Shared Services, Inc.'s EIN is 59-3336894.
Download the official 2024 Form 5500 (PDF) for Health First Shared Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health First Shared Services, Inc.'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 |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADV. GRP., IN | 58-1989031 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $794K | — |
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.
| SAVANT CAPITAL LLC |
| 45-3812777 |
| — |
| NONE |
| $70K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $135 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $212.9M | 23.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $93.4M | 10.3% | |
| PGIM Jennison PGIM Jennison Growth FundClass R6 | Other securities | — | — | $90.9M | 10.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $65.7M | 7.3% | |
| ClearBridge International Growth Fund Class I | Other securities | — | — | $63.1M | 7.0% | |
| Putnam Large Cap Value FundClass R6 | Mutual Funds | — | — | $59.2M | 6.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $47.7M | 5.3% | |
| Principal Mid Cap Fund - Class R6 | Other securities | — | — | $47.0M | 5.2% | |
| American Funds American Funds American Balanced FundClass R6 | Mutual Funds | — | — | $39.6M | 4.4% | |
| American Funds American Funds New Perspective FundClass R6 | Mutual Funds | — | — | $30.5M | 3.4% | |
| Vanguard InflationProtected Securities Fund Institutional Shares | Mutual Funds | — | — | $28.1M | 3.1% | |
| Allspring Special Small Cap Value FundClass R6 | Other securities | — | — | $25.1M | 2.8% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $18.3M | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $15.3M | 1.7% | |
| Victory Sycamore Established Value FundClass R6 | Other securities | — | — | $14.7M | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14.6M | 1.6% | |
| Invesco Oppenheimer Discovery FundClass R6 | Mutual Funds | — | — | $12.6M | 1.4% | |
| Pimco Income Fund Institutional Class | Mutual Funds | — | — | $11.8M | 1.3% | |
| Participants 4.25% to 9.50%; maturing through December 2034 | Bonds / Notes | — | — | $11.7M | 1.3% | |
| Hartford International Value Fund - Class R6 | Other securities | — | — | $426K | <0.1% | |
| Janus Henderson Janus Henderson Developed World Bond FundClass I | Mutual Funds | — | — | $149K | <0.1% | |
| US Bank US Bank Variable Rate Account | Other securities | — | — | $135K | <0.1% | |
| Cousins Properties Inc Cousins Properties Inc Common Stock | Common Stocks | — | — | $24K | <0.1% |
