Neldy JOVE signed Corp. de SERV Medico Primario Y PREV de Hatillo SAV & RET Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corp. de SERV Medico Primario Y PREV de Hatillo SAV & RET Plan's EIN is 66-0427194.
Download the official 2024 Form 5500 (PDF) for Corp. de SERV Medico Primario Y PREV de Hatillo SAV & RET Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corp. de SERV Medico Primario Y PREV de Hatillo SAV & RET Plan's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPAN OF | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTEMENT MANAGER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Aggregate Bond Index K Mutual Funds | Other securities | — | $408K | $390K | 12.8% | |
| Fedelity Total International Index Mutual Funds | Other securities | — | $272K | $386K | 12.6% | |
| Fedelity 500 Index Mutual Funds | Common Collective Trusts | — | $157K | $307K | 10.1% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | Other securities | — | $235K | $301K | 9.8% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | Other securities | — | $187K | $282K | 9.2% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | Other securities | — | $158K | $244K | 8.0% | |
| Fedelity Large Cap Growth Index Mutual Funds | Other securities | — | $109K | $184K | 6.0% | |
| Collective Trust Funds Totals | Common Collective Trusts | — | $133K | $129K | 4.2% | |
| Fedelity Mid Cap Index Mutual Funds | Other securities | — | $104K | $104K | 3.4% | |
| Fedelity Large Cap Value Index Mutual Funds | Other securities | — | $75K | $102K | 3.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $91K | $94K | 3.1% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | Other securities | — | $49K | $92K | 3.0% | |
| Participants Loans date | Participant loans | — | $70K | $79K | 2.6% | |
| Fedelity Real Estate Index Mutual Funds | Other securities | — | $41K | $68K | 2.2% | |
| Fedelity Small Cap Index Mutual Funds | Other securities | — | $38K | $58K | 1.9% | |
| EI Fixed Account - Series Class I Fixed Income | Other securities | — | $36K | $53K | 1.7% | |
| PGIM Global Total Return R6 Mutual Funds | Other securities | — | $16K | $44K | 1.4% | |
| Fedelity Mid Cap Growth Index Mutual Funds | Other securities | — | $20K | $32K | 1.1% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | Other securities | — | $20K | $29K | 0.9% | |
| Fedelity Small Cap Growth Index Mutual Funds | Other securities | — | $18K | $26K | 0.8% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | $25K | $22K | 0.7% | |
| Lord Abbett Bond Debenture R6 Mutual Funds | U.S. Treasuries | — | $30K | $21K | 0.7% | |
| Fedelity Small Cap Value Index Mutual Funds 553 | Other securities | — | — | $20K | 0.7% | |
| Blackrock Lifepath Index 2065 K Mutual Funds 99 * Fedelity Emerging Markets Index Mutual Funds | Other securities | — | $9K | $20K | 0.6% | |
| Forfitures Cash Equivalents | Cash / Money Market | — | $13K | $17K | 0.6% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3793561 / PN 000 | Common Collective Trust | — | $16K | $13K | 0.4% | |
| Fedelity Large Cap Value Index Mutual Funds | Other securities | — | $2K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
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| EIN |
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| Location |
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| Relation |
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| Direct comp |
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| Indirect comp |
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| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 0SAIC SF INC | — | FORT WAYNE, IN | BROKER/ ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK AND TRUST | — | SAN JUAN, PR | TRUSTEE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADM | $1K | — |
| LEAFHOUSE FINANCIAL | — | AUSTIN, TX | OTHER | $1K | — |
