BRAD Harper signed Engagemed, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engagemed, Inc.'s EIN is 71-0765533.
Download the official 2024 Form 5500 (PDF) for Engagemed, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engagemed, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCJ CPAS & ADVISORS, PLLC | 71-0650689 | — | RETAINED BY EMPLOYER | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Global Ex U.S. Index Fund Value of Interest in Registered Investment Companies ** 557 Fidelity Large Cap Growth Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $7.7M | 15.7% | |
| Fidelity Global Ex U.S. Index Fund Value of Interest in Registered Investment Companies ** 743 Fidelity Large Cap Growth Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $7.1M | 14.4% | |
| Fidelity Large Cap Value Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $6.0M | 12.3% | |
| American Target 2035 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $3.1M | 6.4% | |
| American Target 2030 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $3.1M | 6.2% | |
| Emerald Growth Fund Institutional Value of Interest in Registered Investment Companies | Other securities | — | — | $3.0M | 6.0% | |
| American Target 2040 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $2.9M | 5.8% | |
| Lazard International Strategic Value of Interest in Registered Investment Equity Portfolio Institutional Companies | Other securities | — | — | $2.8M | 5.7% | |
| JP Morgan Undiscovered Managers Value of Interest in Registered Investment Behavioral Value R6 Companies | Other securities | — | — | $2.7M | 5.6% | |
| JP Morgan Mortgage-Backed Value of Interest in Registered Investment Securities Fund Companies | Other securities | — | — | $2.0M | 4.1% | |
| American Target 2045 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $2.0M | 4.0% | |
| Payden Corporate Bond SI Value of Interest in Registered Investment Companies | Other securities | — | — | $2.0M | 4.0% | |
| American Target 2025 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $1.9M | 3.9% | |
| American Target 2050 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $1.9M | 3.9% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.6M | 3.3% | |
| STABLE VALUE FUND M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| American Target 2055 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $1.1M | 2.3% | |
| American Target 2060 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $959K | 1.9% | |
| Fidelity Total Market Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $742K | 1.5% | |
| Allspring Special Mid-Cap Value of Interest in Common and Collective Trust | Common Collective Trusts | — | — | $570K | 1.2% | |
| American Target 2020 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $560K | 1.1% | |
| American Target 2065 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $495K | 1.0% | |
| SPECIAL MC VAL CIT E WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $472K | 1.0% | |
| Vanguard U.S. Government Value of Interest in Registered Investment Money Market Companies | Mutual Funds | — | — | $470K | 1.0% | |
| Carillon Eagle Mid-Cap Growth Value of Interest in Common and Collective Trust | Common Collective Trusts | — | — | $467K | 0.9% | |
| Fidelity Mid Cap Growth Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $420K | 0.9% | |
| American Target 2015 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $117K | 0.2% | |
| American Target 2010 Fund R6 Value of Interest in Registered Investment Companies | Other securities | — | — | $112K | 0.2% | |
| Fidelity U.S. Bond Index Fund Value of Interest in Registered Investment Companies | Common Collective Trusts | — | — | $70K | 0.1% | |
| Artisan High Income Fund Value of Interest in Registered Investment Companies | Other securities | — | — | $13K | <0.1% | |
| Cohen & Steers Real Estate Value of Interest in Registered Investment Securities Fund Z Companies | Other securities | — | — | $9K | <0.1% | |
| MID CAP GROWTH CIT CARILLON EAGLE · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC.P | — | SPRINGFIELD, MO | RETAINED BY EMPLOYER | $60K | — |
