Melanie Sterbenc signed Matthew Walker Comprehensive Health Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Matthew Walker Comprehensive Health Center, Inc.'s EIN is 62-1035426.
Download the official 2024 Form 5500 (PDF) for Matthew Walker Comprehensive Health Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matthew Walker Comprehensive Health Center, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 23,572 shares | Mutual Funds | — | $24K | $912K | 19.0% | |
| Vanguard Target Retirement 2045 Fund 20,665 shares | Mutual Funds | — | $21K | $630K | 13.1% | |
| Vanguard Target Retirement 2035 Fund 18,989 shares | Mutual Funds | — | $19K | $466K | 9.7% | |
| Investment Contract Key Guaranteed Portfolio Fund Investment contract, at contract value | Other securities | — | — | $432K | 9.0% | |
| Vanguard Target Retirement 2025 Fund 18,092 shares | Mutual Funds | — | $18K | $344K | 7.2% | |
| Vanguard Target Retirement 2050 Fund 6,095 shares | Mutual Funds | — | $6K | $313K | 6.5% | |
| Empower T. Rowe Price Mid Cap Growth Fund 33,170 shares | Other securities | — | $33K | $183K | 3.8% | |
| Vanguard Target Retirement 2040 Fund 3,896 shares | Mutual Funds | — | $4K | $173K | 3.6% | |
| Vanguard Target Retirement 2055 Fund 2,518 shares | Mutual Funds | — | $3K | $144K | 3.0% | |
| Vanguard Total Bond Market Index Fund 14,859 shares | Common Collective Trusts | — | $15K | $141K | 2.9% | |
| Vanguard Target Retirement 2020 Fund 4,928 shares | Mutual Funds | — | $5K | $132K | 2.8% | |
| Through September 2029 | Other securities | — | — | $104K | 2.2% | |
| Vanguard Target Retirement 2060 Fund 1,486 shares | Mutual Funds | — | $1K | $78K | 1.6% | |
| Nuveen Small Cap Value Fund 2,274 shares | Mutual Funds | — | $2K | $76K | 1.6% | |
| Vanguard 500 Index Fund 108 shares | Common Collective Trusts | — | — | $60K | 1.2% | |
| Victory Sycamore Established Value Fund 1,162 shares | Other securities | — | $1K | $55K | 1.2% | |
| Vanguard Developed Markets Adm Fund 2,703 shares | Mutual Funds | — | $3K | $43K | 0.9% | |
| Vanguard Equity Income Fund 452 shares | Mutual Funds | — | — | $41K | 0.9% | |
| MFS Growth Fund 174 shares | Mutual Funds | — | — | $35K | 0.7% | |
| Metropolitan West Total Return Bond Fund 3,167 shares | Other securities | — | $3K | $28K | 0.6% | |
| American Funds New Perspective Fund 417 shares | Mutual Funds | — | — | $27K | 0.6% | |
| Janus Henderson Triton Fund 908 shares | Mutual Funds | — | — | $26K | 0.5% | |
| Hartford International Opportunities Fund 1,207 shares | Other securities | — | $1K | $24K | 0.5% | |
| Vanguard Small Cap Index Fund 184 shares | Common Collective Trusts | — | — | $22K | 0.5% | |
| Vanguard Emerging Mkts Stock Adm Fund 588 shares | Mutual Funds | — | — | $22K | 0.5% | |
| Vanguard Target Retirement Income Fund 1,467 shares | Mutual Funds | — | $1K | $19K | 0.4% | |
| Vanguard Real Estate Index Fund 77 shares | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard Mid Cap Index Fund 7 shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AMERIPRISE FINANCIAL INC DBA COLUMB | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $7K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $7K | — |
