Shaun KWAN signed Austin Health Partners, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Austin Health Partners, PLLC's EIN is 82-3527149.
Download the official 2024 Form 5500 (PDF) for Austin Health Partners, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Austin Health Partners, PLLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 14.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.6M | 12.7% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $1.0M | 8.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $963K | 7.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $729K | 5.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $722K | 5.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $555K | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $452K | 3.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $435K | 3.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $395K | 3.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $377K | 3.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $361K | 2.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $331K | 2.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $269K | 2.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $260K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $234K | 1.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $233K | 1.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $220K | 1.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $217K | 1.7% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $198K | 1.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $154K | 1.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $153K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $127K | 1.0% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $124K | 1.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $90K | 0.7% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $77K | 0.6% | |
| VANGUARD HIGH DIV YIELD INDX 144 REGISTERED INVESTMENT COMPANY FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $69K | 0.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $66K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $61K | 0.5% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $51K | 0.4% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $46K | 0.4% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $33K | 0.3% | |
| VANGUARD UTIL IDX ADM 0 REGISTERED INVESTMENT COMPANY VANGUARD CONS STAPLES IDX ADM | Registered Investment Companies | — | — | $18K | 0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $16K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID LT TREAS BND INDX | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
