Cassidy Heinlein signed Strive Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strive Health, LLC's EIN is 83-0823224.
Download the official 2024 Form 5500 (PDF) for Strive Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strive Health, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 17.5% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 13.1% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 11.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 9.4% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 8.5% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 7.8% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 6.3% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 5.9% | |
| Fidelity Large Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $913K | 4.4% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $623K | 3.0% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $442K | 2.1% | |
| JP Morgan International Equity Fund Mutual Fund | Other securities | — | — | $304K | 1.5% | |
| Empower Self-Directed Brokerage Accounts Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $287K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $269K | 1.3% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $252K | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $251K | 1.2% | |
| DFA Investment Grade Fund Mutual Fund | Mutual Funds | — | — | $123K | 0.6% | |
| Federated Hermes Government OBL Advisor Mutual Fund | Other securities | — | — | $117K | 0.6% | |
| Lord Abbett Developing Growth Fund Mutual Fund | Mutual Funds | — | — | $105K | 0.5% | |
| Participant loans Outstanding participant loans (interest rates from 4.25%-9.50%); Maturities through 2029 - | Bonds / Notes | — | — | $89K | 0.4% | |
| Blackrock Mid-Cap Growth Equity Fund Mutual Fund | Other securities | — | — | $87K | 0.4% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $80K | 0.4% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $57K | 0.3% | |
| Franklin Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $53K | 0.3% | |
| Empower Annuity and Insurance Company of America Fixed Account Series Class I Group Annuity Contract | Common Stocks | — | — | $38K | 0.2% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| PGIM High-Yield Fund Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Fidelity Freedom Income Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| COHEN AND STEERS U S REALTY FUND CL COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds Inflation Linked Bond Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
