Stephanie Moore signed Health HELP, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health HELP, Inc.'s EIN is 61-0843731.
Download the official 2024 Form 5500 (PDF) for Health HELP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health HELP, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $110K | — |
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 Institutional Fund 27,044 units | Common Collective Trusts | — | $27K | $5.5M | 23.0% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | $178K | $3.8M | 15.9% | |
| Vanguard Value Index Fund 50,317 units | Common Collective Trusts | — | $50K | $3.3M | 13.8% | |
| Vanguard Total Bond Market Index Fund 334,068 units | Common Collective Trusts | — | $334K | $3.2M | 13.2% | |
| Vanguard Total International Stock Index Fund 45,698 units | Common Collective Trusts | — | $46K | $1.4M | 6.0% | |
| Vanguard Growth Index Fund 5,545 units | Common Collective Trusts | — | $6K | $1.2M | 4.9% | |
| Fidelity Mid-Cap Index Fund 30,515 units | Mutual Funds | — | $31K | $1.0M | 4.3% | |
| Schwab Fundamental International Large Company Index Fund 83,043 units | Common Collective Trusts | — | $83K | $860K | 3.6% | |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | $33K | $756K | 3.1% | |
| Vanguard Mid-Cap Value Index Fund 9,006 units | Common Collective Trusts | — | $9K | $755K | 3.1% | |
| American Funds US Government Securities Fund 46,217 units | Mutual Funds | — | $46K | $543K | 2.3% | |
| Vanguard Emerging Markets Stock Index Fund 12,843 units | Common Collective Trusts | — | $13K | $472K | 2.0% | |
| Fidelity Small-Cap Institutional Fund 16,635 units | Mutual Funds | — | $17K | $460K | 1.9% | |
| Vanguard Mid-Cap Growth Index Fund 2,856 units | Common Collective Trusts | — | $3K | $312K | 1.3% | |
| Vanguard Small-Cap Value Index Fund 3,127 units | Common Collective Trusts | — | $3K | $266K | 1.1% | |
| Vanguard Small-Cap Growth Index Fund 1,036 units | Common Collective Trusts | — | $1K | $102K | 0.4% | |
| Vanguard REIT Index Fund 31 units | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
