Mildred Morel Ortiz signed Centro de Servicios Primarios de Salud de Patillas, Inc. Savings Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centro de Servicios Primarios de Salud de Patillas, Inc. Savings Plan's EIN is 66-0430826.
Download the official 2024 Form 5500 (PDF) for Centro de Servicios Primarios de Salud de Patillas, Inc. Savings Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centro de Servicios Primarios de Salud de Patillas, Inc. Savings Plan's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | — |
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.
| AUSTIN, TX |
| OTHER |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $21K | — |
| OSAIC FS INC | — | FORT WAYNE, IN | BROKER ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK & TRUST | — | SAN JUAN, PR | TRUSTEE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADMIN | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | $1.0M | $962K | 12.4% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | $819K | $867K | 11.2% | |
| EI Fixed Account - Series Class I Fixed Income | Other securities | — | $648K | $663K | 8.6% | |
| Blackrock Lifepath Index 2050 K Mutual Funds | Other securities | — | $588K | $658K | 8.5% | |
| Blackrock Lifepath Index 2045 K Mutual Funds | Other securities | — | $591K | $650K | 8.4% | |
| Collective Trust Funds Totals | Common Collective Trusts | — | $603K | $636K | 8.2% | |
| Blackrock Lifepath Index 2055 K Mutual Funds | Other securities | — | $360K | $402K | 5.2% | |
| State Street Aggregate Bond Index K Mutual Funds | Other securities | — | $362K | $353K | 4.6% | |
| Blackrock Lifepath Index 2040 K Mutual Funds | Other securities | — | $266K | $289K | 3.7% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | $236K | $282K | 3.6% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | $262K | $268K | 3.5% | |
| Participants Loans various maturity date 257,236 $ | Participant loans | — | $257K | $257K | 3.3% | |
| Fidelity Large Cap Value Index Mutual Funds | Mutual Funds | — | $215K | $241K | 3.1% | |
| INTERNATIONAL GROWTH FUND II R1 AST WILMINGTON TRUST · EIN 38-4139842 / PN 111 | Common Collective Trust | — | $235K | $235K | 3.0% | |
| Lord Abbett Bond Debenture R6 Mutual Funds | U.S. Treasuries | — | $166K | $163K | 2.1% | |
| PGIM Global Total Return R6 Mutual Funds | Other securities | — | $162K | $162K | 2.1% | |
| Fidelity Real Estate Index Mutual Funds | Mutual Funds | — | $152K | $159K | 2.1% | |
| Fidelity Mid Cap Growth Index Mutual Funds | Mutual Funds | — | $144K | $146K | 1.9% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | $126K | $135K | 1.8% | |
| Blackrock Lifepath Index 2060 K Mutual Funds | Other securities | — | $117K | $132K | 1.7% | |
| LARGE CAP VALUE FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $104K | $131K | 1.7% | |
| Fidelity Small Cap Value Index Mutual Funds | Mutual Funds | — | $107K | $100K | 1.3% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | $89K | $78K | 1.0% | |
| Fidelity Emerging Markets Index Mutual Funds | Mutual Funds | — | $67K | $68K | 0.9% | |
| Blackrock Lifepath Index 2030 K Mutual Funds | Other securities | — | $54K | $56K | 0.7% | |
| Forfeitures Cash Equivalents | Cash / Money Market | — | $52K | $53K | 0.7% | |
| Fidelity Small Cap Growth Index Mutual Funds | Mutual Funds | — | $28K | $27K | 0.4% | |
| Blackrock Lifepath Index 2035 K Mutual Funds | Other securities | — | $5K | $5K | <0.1% | |
| Alta Federated MTD Small Cap Core Collective Trust Funds | Common Collective Trusts | — | — | $1K | <0.1% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $943 | <0.1% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $900 | <0.1% |
