Laura Younai signed Prohealth Professional Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prohealth Professional Services' EIN is 83-1129180.
Download the official 2023 Form 5500 (PDF) for Prohealth Professional Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Prohealth Professional Services' 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 | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $423K | 14.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $379K | 12.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $324K | 10.8% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $283K | 9.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $243K | 8.1% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $195K | 6.5% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $155K | 5.2% | |
| PIMCO INCOME FUND - INSTL 527 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $127K | 4.2% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $118K | 3.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $111K | 3.7% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $102K | 3.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $97K | 3.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $56K | 1.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $55K | 1.8% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $49K | 1.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $42K | 1.4% | |
| HARTFORD INTL OPPS R5 | Registered Investment Companies | — | — | $38K | 1.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $31K | 1.0% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $29K | 1.0% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $26K | 0.9% | |
| ISHARES MSCI TOTAL INTL IDX K 535 REGISTERED INVESTMENT COMPANY PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $22K | 0.7% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $18K | 0.6% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $13K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| INVESCO GLOBAL R6 607 REGISTERED INVESTMENT COMPANY BR LP INDEX 2025 FUND - K | Registered Investment Companies | — | — | $3K | 0.1% | |
| NEU MID CAP GROWTH FUND - R6 | 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.
| — |
| INVESTMENT ADVISOR |
| $37K |
| — |
