KIM Caldwell signed Corrhealth LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corrhealth LLC's EIN is 82-1288341.
Download the official 2024 Form 5500 (PDF) for Corrhealth LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corrhealth LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $602K | 17.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $430K | 12.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $423K | 12.2% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $303K | 8.7% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $263K | 7.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $244K | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $196K | 5.7% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $178K | 5.1% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund ** 14 | Common Collective Trusts | — | — | $160K | 4.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $149K | 4.3% | |
| SCHEDULE OF ASSETS (HELD AT END OF YEAR) Page 1 of 1 GA CorrHealth 401(k) 01-JAN-24 to 31-DEC-24 17-JAN-25 14:44:40 INVESTMENT OPTION MATURITY DATE INTEREST RATE COST OF ASSETS CURRENT VALUE 1ACHINI | Other securities | — | $89K | $97K | 2.8% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $97K | 2.8% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $84K | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $83K | 2.4% | |
| T.Rowe Price Blue Chip Growth I Mutual Fund | Other securities | — | — | $79K | 2.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $71K | 2.0% | |
| Participant loans maturity dates -0- | Participant loans | — | — | $32K | 0.9% | |
| EI Fixed Account - Series Class I Group Fixed Annuity | Common Stocks | — | — | $25K | 0.7% | |
| Empower T.Rowe Price Mid Cap Growth Inst Mutual Fund | Other securities | — | — | $15K | 0.4% | |
| AB Small Cap Growth Portfolio Z Mutual Fund | Other securities | — | — | $14K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| PGIM High Yield Fund R6 Mutual Fund | Other securities | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $16K |
| — |
