Gloria del C Amador signed Salud Integral EN la Montana's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salud Integral EN la Montana's EIN is 66-0329532.
Download the official 2023 Form 5500 (PDF) for Salud Integral EN la Montana from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Salud Integral EN la Montana's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $3.9M | 20.2% | |
| NATIONWIDE FIXED SELECT CONTRACT NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $3.2M | 16.7% | |
| JANUS HENDERSON BALANCED FUND CLASS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $1.9M | 9.8% | |
| VANGUARD WELLESLEY INCOME FUND ADMI NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $1.7M | 8.8% | |
| AMERICAN FUNDS INSTITUTIONAL GROWTH NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $1.1M | 5.9% | |
| COLUMBIA THERMOSTAT FUND INSTITUTIO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $973K | 5.1% | |
| VANGUARD TARGET RETIREMENT 2060 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $713K | 3.7% | |
| FIDELITY 500 INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $562K | 2.9% | |
| VANGUARD TARGET RETIREMENT 2050 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $551K | 2.9% | |
| VANGUARD TARGET RETIREMENT 2055 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $413K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2045 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $361K | 1.9% | |
| Notes receivales from participants N/A | Other securities | — | — | $263K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2035 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $256K | 1.3% | |
| Federated Hermes Government Obligations Fund Cash equivalent | Cash / Money Market | — | — | $216K | 1.1% | |
| FIDELITY INTERNATIONAL INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $202K | 1.1% | |
| GOLDMAN SACHS GQG PARTNERS INT OPP NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $186K | 1.0% | |
| DODGE & COX INTERNATIONAL STOCK FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $174K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2030 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $173K | 0.9% | |
| NATIONWIDE LOOMIS ALL CAP GROWTH FU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $165K | 0.9% | |
| AVANTIS US LARGE CAP VALUE INSTITUT NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $149K | 0.8% | |
| JPMORGAN LARGE CAP GROWTH FUND CLAS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $145K | 0.8% | |
| DFA EMERGING MARKETS CORE EQUITY PO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $140K | 0.7% | |
| JPMORGAN EQUITY INCOME FUND CLASS R NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $137K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2040 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $123K | 0.6% | |
| JPMORGAN HEDGED EQUITY FUND CLASS R NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $109K | 0.6% | |
| BAIRD ULTRA SHORT TERM BOND INSTITU NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $107K | 0.6% | |
| PIMCO US SHORT TERM FUND INSTITUTIO NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $107K | 0.6% | |
| T. ROWE PRICE INSTITUTIONAL FLOATIN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $107K | 0.6% | |
| DIAMOND HILL MID CAP FUND CLASS I NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $84K | 0.4% | |
| PRINCIPAL GLOBAL REAL ESTATE SECURI NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $82K | 0.4% | |
| PGIM TOTAL RETURN BOND FUND -CLASS NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $65K | 0.3% | |
| FIDELITY U.S. BOND INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $61K | 0.3% | |
| LEGAL & GENERAL COMMODITY STRATEGY NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $61K | 0.3% | |
| FIDELITY LARGE CAP GROWTH INDEX FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $57K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $56K | 0.3% | |
| VEST US LGCP 10 BUFFER-CLASS Y SHA NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $54K | 0.3% | |
| BLACKROCK TACTICAL OPPORTUNITIES IN NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $54K | 0.3% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO NATIOWNIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $49K | 0.3% | |
| PIMCO REAL RETURN FUND INSTITUTIONA NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $46K | 0.2% | |
| VANGUARD LONG-TERM TREASURY INDEX F NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $45K | 0.2% | |
| VANGUARD EXPLORER FUND ADMIRAL SHAR NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $45K | 0.2% | |
| AVANTIS US SMALL CAP VALUE FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $44K | 0.2% | |
| VANGUARD MID-CAP VALUE INDEX FUND A NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $38K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX FUND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $37K | 0.2% | |
| VANGUARD TOTAL WORLD STOCK INDEX FU NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $32K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2025 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $28K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2020 FUN NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $15K | <0.1% | |
| AB GLOBAL BOND FUND CLASS I NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $14K | <0.1% | |
| BLACKROCK TOTAL RETURN FUND CLASS K NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $11K | <0.1% | |
| FIDELITY INTERMEDIATE TREASURY BOND NATIONWIDE · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $9K | <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 |
|---|---|---|---|---|---|
| NATIONWIDE PLANNING ASSOC | — | FAIR LAWN, NJ | BROKER DEALER | $0 | — |
| NATIONWIDE PLANNING ASSOC | — | PARAMUS, OH | BROKER DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE 401K COMPANY OF PUERTO RICO INC | 66-0708309 | — | TPA SERVICES | $33K | — |
