David Mauger signed Cypress Healthcare Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cypress Healthcare Partners, LLC's EIN is 77-0437373.
Download the official 2024 Form 5500 (PDF) for Cypress Healthcare Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cypress Healthcare Partners, LLC's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $60K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $2 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R6 | Mutual Funds | — | — | $2.7M | 11.5% | |
| American Funds Target Date Retirement 2045 R6 | Mutual Funds | — | — | $2.7M | 11.4% | |
| American Funds Target Date Retirement 2025 R6 | Mutual Funds | — | — | $2.5M | 10.6% | |
| American Funds Target Date Retirement 2050 R6 | Mutual Funds | — | — | $1.9M | 8.1% | |
| American Funds Target Date Retirement 2040 R6 | Mutual Funds | — | — | $1.8M | 7.6% | |
| American Funds Target Date Retirement 2055 R6 | Mutual Funds | — | — | $1.5M | 6.4% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $1.5M | 6.3% | |
| American Funds Target Date Retirement 2060 R6 | Mutual Funds | — | — | $1.3M | 5.6% | |
| American Funds Target Date Retirement 2035 R6 | Mutual Funds | — | — | $1.3M | 5.5% | |
| American Funds Target Date Retirement 2065 R6 | Mutual Funds | — | — | $898K | 3.8% | |
| American Funds Target Date Retirement 2020 R6 | Mutual Funds | — | — | $584K | 2.5% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $528K | 2.2% | |
| SS Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $368K | 1.6% | |
| Participant Notes Receivable | Other securities | — | — | $279K | 1.2% | |
| Schwab Total Stock Market Index Select | Common Collective Trusts | — | — | $257K | 1.1% | |
| SS JPMorgan Large Cap Growth R6 | Other securities | — | — | $243K | 1.0% | |
| SS Columbia Contrarian Core I3 | Other securities | — | — | $225K | 1.0% | |
| SS Schwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $223K | 0.9% | |
| SS Schwab Fundamental U.S. Large Comp In | Mutual Funds | — | — | $196K | 0.8% | |
| American Funds Target Date Retirement 2010 R6 | Mutual Funds | — | — | $182K | 0.8% | |
| SS Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $169K | 0.7% | |
| Vanguard Russell 1000 Growth ETF | Common Collective Trusts | — | — | $169K | 0.7% | |
| SS Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $160K | 0.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $157K | 0.7% | |
| SS Baird Intermediate Bond Inst | Other securities | — | — | $130K | 0.5% | |
| Schwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $106K | 0.4% | |
| SS Guggenheim Ttl Retirement Bond Fund R6 | U.S. Treasuries | — | — | $103K | 0.4% | |
| SS Credit Suisse Stratrgic Income I | Other securities | — | — | $102K | 0.4% | |
| SS Bridgeway Small Cap Value N | Other securities | — | — | $97K | 0.4% | |
| SS DFA Short-Duration Real Return Instl | Mutual Funds | — | — | $92K | 0.4% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $86K | 0.4% | |
| SS Vanguard Small Cap Growth ETF | Mutual Funds | — | — | $85K | 0.4% | |
| Vanguard Mid-Cap Value Index ETF | Mutual Funds | — | — | $79K | 0.3% | |
| SS Vanguard International Growth Adm | Mutual Funds | — | — | $78K | 0.3% | |
| SS BNY Mellon Global Emerging Markets Y | Other securities | — | — | $63K | 0.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $61K | 0.3% | |
| JPMorgan Short Duration Bond R6 | Other securities | — | — | $60K | 0.3% | |
| Vanguard Small-Cap ETF | Mutual Funds | — | — | $51K | 0.2% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $47K | 0.2% | |
| Vanguard Small-Cap Value Index ETF | Mutual Funds | — | — | $46K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $43K | 0.2% | |
| Credit Suisse Strategic Income I | Other securities | — | — | $39K | 0.2% | |
| PGIM Jennison Utility R6 | Other securities | — | — | $38K | 0.2% | |
| Vanguard Mid-Cap Growth Index ETF | Mutual Funds | — | — | $36K | 0.2% | |
| Brown Advisory Sustainable Gr Instl | Other securities | — | — | $33K | 0.1% | |
| Federated Hermes Kaufmann Sm C R6 | Other securities | — | — | $28K | 0.1% | |
| Goldman Sachs Int Equity ESG Instl | Other securities | — | — | $26K | 0.1% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $25K | 0.1% | |
| American Funds Target Date Retirement 2015 R6 | Mutual Funds | — | — | $25K | 0.1% | |
| Schwab Fundamental US Lg Co Indx Inst | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| TPA |
| $55K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | WALTHAM, MA | NONE | $74K | — |
