Azria Health's EIN is 81-3162505.
Download the official 2024 Form 5500 (PDF) for Azria Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Azria Health'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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | INVEST ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVNTGE TRST 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $889K | 16.7% | |
| PUTNAM RETIREMENT ADVNTGE TRST 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 026 | Common Collective Trust | — | — | $590K | 11.0% | |
| PUTNAM RETIREMENT ADTGE TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $583K | 10.9% | |
| PUTNAM RETIREMENT ADVE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $472K | 8.8% | |
| PUTNAM RETIREMENT ADTGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $400K | 7.5% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $354K | 6.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $245K | 4.6% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $226K | 4.2% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $209K | 3.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $199K | 3.7% | |
| PUTNAM RETIREMENT ADVTGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $156K | 2.9% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $123K | 2.3% | |
| Participant loans Interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $120K | 2.2% | |
| PUTNAM RETIREMENT ADVANGE TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $110K | 2.1% | |
| Great-West Fixed Account - Series I | Other securities | — | — | $107K | 2.0% | |
| Allspring Short-Term Bond Plus Inst | Other securities | — | — | $81K | 1.5% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $71K | 1.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126249 / PN 459 | Common Collective Trust | — | — | $65K | 1.2% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $49K | 0.9% | |
| American Century Emerging Markets R6 | Other securities | — | — | $43K | 0.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $33K | 0.6% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $32K | 0.6% | |
| FIDELITY ADVISOR SEMICONDUCTORS Z ** 909 T. Rowe Price U.S. Equity Research I | Mutual Funds | — | — | $31K | 0.6% | |
| SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $29K | 0.5% | |
| PUTNAM RETIREMENT ADTGE TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $27K | 0.5% | |
| BNY MELLON GLOBAL FIXED INCOME I | Other securities | — | — | $19K | 0.4% | |
| PGIM GLOBAL REAL ESTATE R6 ** 49 MFS Value R6 | Mutual Funds | — | — | $12K | 0.2% | |
| INTERNATIONAL STOCK R GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $11K | 0.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $10K | 0.2% | |
| INTERNATL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $8K | 0.2% | |
| SMALL CAP VAL FUND II FEE CLASS R1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $8K | 0.2% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $8K | 0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $7K | 0.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $3K | <0.1% | |
| R1 Great Gray LARGE CAP GROWTH FUND III CLASS R1 | Other securities | — | — | $3K | <0.1% | |
| DREYFUS GOVERNMENT CASH MGMT INSTL | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| MARQUIS PENSION LLC | — | SOUTHBURY, CT | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES MOYNA, CPA | — | LIBERTYVILLE, IL | AUDITOR | $11K | — |
