JEAN Abbrian-Caputo signed Healthtronics Group, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Healthtronics Group, LP's EIN is 74-2757440.
Download the official 2024 Form 5500 (PDF) for Healthtronics Group, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healthtronics Group, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Target 2030 Fund | Other securities | — | — | $9.0M | 17.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.0M | 17.9% | |
| Principal Trust Target 2040 Fund | Other securities | — | — | $7.1M | 14.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.1M | 14.1% | |
| Principal Trust Target 2035 Fund | Other securities | — | — | $6.6M | 13.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.6M | 13.0% | |
| Principal Trust Target 2045 Fund | Other securities | — | — | $5.0M | 10.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.0M | 10.0% | |
| Principal Trust Target 2025 Fund | Other securities | — | — | $4.1M | 8.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.1M | 8.1% | |
| Principal Trust Target 2050 Fund | Other securities | — | — | $2.7M | 5.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.7M | 5.4% | |
| MFS Growth R3 Fund | Mutual Funds | — | — | $2.6M | 5.1% | |
| Principal Trust Target 2020 Fund | Other securities | — | — | $2.2M | 4.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.2M | 4.4% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| Principal Trust Target 2055 Fund | Other securities | — | — | $1.5M | 2.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 2.9% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $1.5M | 2.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.6% | |
| Principal Trust Target 2060 Fund | Other securities | — | — | $616K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $616K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $615K | 1.2% | |
| AB/Brown/Emerald SmallCap Growth I Separate Account | Pooled Separate Accounts | — | — | $577K | 1.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $577K | 1.1% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $572K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $512K | 1.0% | |
| MFS International Intrinsic Value Fund Class R3 | Mutual Funds | — | — | $396K | 0.8% | |
| JP Morgan JP Morgan Equity Income R6 Fund | Other securities | — | — | $368K | 0.7% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $271K | 0.5% | |
| Principal Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $214K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $214K | 0.4% | |
| Victory Sycamore Establised Value R Fund | Other securities | — | — | $203K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $177K | 0.4% | |
| Principal Trust Target 2065 Fund | Other securities | — | — | $123K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $123K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $74K | 0.1% | |
| Principal Trust Target 2070 Fund | Other securities | — | — | $74K | 0.1% | |
| BLACKROCK US DEBT INDEX R FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $65K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $62K | 0.1% | |
| Principal Trust Target 2015 Fund | Other securities | — | — | $59K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $59K | 0.1% | |
| (E) | Other securities | — | — | $59K | 0.1% | |
| Pimco All Asset A Fund | Mutual Funds | — | — | $28K | <0.1% | |
| American Beacon Small Cap Value Fund Investors Class | Mutual Funds | — | — | $14K | <0.1% |
