Laurie Gallagher signed Innovative Health Management Partner LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Health Management Partner LLC's EIN is 81-1675715.
Download the official 2023 Form 5500 (PDF) for Innovative Health Management Partner LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Innovative Health Management Partner LLC's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACKSON FINANCIAL MANAGEMENT | 33-0791039 | COSTA MESA, CA | BROKERAGE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH Exchange-Traded Fund | Mutual Funds | — | $162K | $189K | 6.2% | |
| Blackrock Health Science Mutual Fund | Other securities | — | $128K | $147K | 4.8% | |
| Select Sector Industrial Exchange-Traded Fund | Other securities | — | $102K | $146K | 4.8% | |
| DIMENSIONAL INTERN HIGH Exchange-Traded Fund | Mutual Funds | — | $126K | $133K | 4.4% | |
| VANGUARD HIGH DIVIDEND Exchange-Traded Fund | Mutual Funds | — | $121K | $131K | 4.3% | |
| ISHS MSCI INTL MOMENTUM Exchange-Traded Fund | Other securities | — | $122K | $128K | 4.2% | |
| PIMCO INCM Inst CL Mutual Fund | Mutual Funds | — | $123K | $119K | 3.9% | |
| ISHARES CORE US Exchange-Traded Fund | Other securities | — | $119K | $118K | 3.9% | |
| DIMENSIONAL US Exchange-Traded Fund | Mutual Funds | — | $96K | $110K | 3.6% | |
| Goldman Sachs GQG PTNRS Mutual Fund | Other securities | — | $94K | $101K | 3.3% | |
| SCHWAB SHORT TERM US Exchange-Traded Fund | Mutual Funds | — | $96K | $96K | 3.1% | |
| iShares Gold ETF Exchange-Traded Fund | Other securities | — | $75K | $90K | 2.9% | |
| Lazard Global Listed Mutual Fund | Other securities | — | $73K | $78K | 2.6% | |
| VANGUARD S&P 500 ETF Exchange-Traded Fund | Common Collective Trusts | — | $66K | $77K | 2.5% | |
| VANGUARD SMALL CAP ETF Exchange-Traded Fund | Mutual Funds | — | $63K | $75K | 2.4% | |
| DIMENSIONAL US CORE Exchange-Traded Fund | Mutual Funds | — | $63K | $74K | 2.4% | |
| VANGUARD FTSE EMERGING Exchange-Traded Fund | Mutual Funds | — | $71K | $73K | 2.4% | |
| Invesco Dynamic Exchange-Traded Fund | Mutual Funds | — | $28K | $72K | 2.4% | |
| iShares MSCI USA Momentum Exchange-Traded Fund | Other securities | — | $63K | $72K | 2.4% | |
| iShares US Aerospace Exchange-Traded Fund | Common Stocks | — | $46K | $67K | 2.2% | |
| iShares US Healthcare Exchange-Traded Fund | Other securities | — | $50K | $62K | 2.0% | |
| Invesco Ultra Short Exchange-Traded Fund | Mutual Funds | — | $59K | $59K | 1.9% | |
| iShares US Medical Exchange-Traded Fund | Other securities | — | $49K | $57K | 1.9% | |
| AVANTIS U S SMALL CAP Exchange-Traded Fund | Other securities | — | $35K | $44K | 1.4% | |
| Charles Schwab Bank Cash | Mutual Funds | — | $44K | $44K | 1.4% | |
| DIMENSIONAL EMERG CORE Exchange-Traded Fund | Mutual Funds | — | $41K | $43K | 1.4% | |
| DIMENSIONAL U S TARGETED Exchange-Traded Fund | Mutual Funds | — | $33K | $42K | 1.4% | |
| AVANTIS EMERGING MARKETS Exchange-Traded Fund | Other securities | — | $29K | $31K | 1.0% | |
| DIMENSIONAL INTERN CORE Exchange-Traded Fund | Mutual Funds | — | $29K | $31K | 1.0% | |
| ISHR IBND DEC 2025 TRM Exchange-Traded Fund | Mutual Funds | — | $30K | $30K | 1.0% | |
| ISHRS IBNDS DEC 2026 TRM Exchange-Traded Fund | Other securities | — | $30K | $30K | 1.0% | |
| ISHARES IBONDS DEC 2027 Exchange-Traded Fund | Other securities | — | $30K | $30K | 1.0% | |
| ISHARES IBONDS DEC 2028 Exchange-Traded Fund | Other securities | — | $30K | $30K | 1.0% | |
| Robo GBL Rbotsc AND Exchange-Traded Fund | Other securities | — | $18K | $30K | 1.0% | |
| iShares Expanded Tech Exchange-Traded Fund | Other securities | — | $11K | $16K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
