Henry Burgos signed Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc.'s EIN is 66-0496484.
Download the official 2024 Form 5500 (PDF) for Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centro de Salud Familiar Dr. Juliompalmieri Ferri, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $82 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date Retir | Mutual Funds | — | — | $103K | 18.1% | |
| American Funds 2030 Trgt Date Retir | Mutual Funds | — | — | $80K | 14.0% | |
| American Funds 2055 Trgt Date Retir | Mutual Funds | — | — | $61K | 10.7% | |
| American Funds 2050 Trgt Date Retir | Mutual Funds | — | — | $53K | 9.4% | |
| American Funds 2040 Trgt Date Retir | Mutual Funds | — | — | $50K | 8.9% | |
| American Funds 2025 Trgt Date Retir | Mutual Funds | — | — | $40K | 7.1% | |
| American Funds 2060 Trgt Date Retir | Mutual Funds | — | — | $28K | 4.9% | |
| American Funds 2065 Trgt Date Retir | Mutual Funds | — | — | $28K | 4.9% | |
| American Funds 2020 Trgt Date Retir | Mutual Funds | — | — | $27K | 4.8% | |
| American Funds 2035 Trgt Date Retir | Mutual Funds | — | — | $24K | 4.3% | |
| JP Morgan US Research Enhanced Equi | Mutual Funds | — | — | $19K | 3.3% | |
| MFS Mid Cap Growth 430 Mutual Funds Fidelity 500 Index | Mutual Funds | — | — | $13K | 2.3% | |
| EI Fixed Account Empower Annuity Insurance Company | Common Stocks | — | — | $9K | 1.6% | |
| MFS Growth | Mutual Funds | — | — | $7K | 1.3% | |
| Blackrock Global Allocation 523 Mutual Funds MFS Intl Diversification R6 | Mutual Funds | — | — | $7K | 1.3% | |
| American Funds New World | Mutual Funds | — | — | $5K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4K | 0.7% | |
| American Century Mid Cap Value | Mutual Funds | — | — | $3K | 0.5% | |
| American Funds American Balanced 126 Mutual Funds Blackrock Advantage Core Alpha Bond | Mutual Funds | — | — | $2K | 0.3% | |
| PIMCO Real Estate Return Strategy 269 Mutual Funds Fidelity Advisor Small Cap Value 178 Mutual Funds Fidelity Small Cap Index | Mutual Funds | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $4K |
| — |
