Patrick Hill signed Affinity Hospice Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinity Hospice Holdings, LLC's EIN is 83-2153189.
Download the official 2024 Form 5500 (PDF) for Affinity Hospice Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinity Hospice Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $769K | 19.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $711K | 17.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $559K | 13.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $468K | 11.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $453K | 11.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $250K | 6.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $173K | 4.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $110K | 2.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $109K | 2.7% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $69K | 1.7% | |
| Nuveen Large Cap Growth Inx | Mutual Funds | — | — | $52K | 1.3% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $39K | 1.0% | |
| JPMorgan US Research Enhanced Equity Fund | Other securities | — | — | $30K | 0.7% | |
| Interest bearing cash | Cash / Money Market | — | — | $28K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $25K | 0.6% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $22K | 0.5% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $17K | 0.4% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $14K | 0.3% | |
| American Funds New Perspective | Mutual Funds | — | — | $10K | 0.3% | |
| Fidelity Low Priced Stock | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Neuberger Berman Mid Cap Growth Fund | Other securities | — | — | $9K | 0.2% | |
| DFA Global Real Estate Securities Port | Mutual Funds | — | — | $8K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $6K | 0.2% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $5K | 0.1% | |
| American Funds New World R6 ** 239 American Funds US Government Sec R6 | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Short-Term Investment-Grade Fund ** 118 Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $5K | 0.1% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO International Bond Instl | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard International Value Inv | Mutual Funds | — | — | $3K | <0.1% | |
| Federated Hermes Instl High Yield Bond IS | Other securities | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Growth Index Adm | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Adm ** 23 Vanguard Value Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Inflation Protected Secs Adm | Mutual Funds | — | — | $1K | <0.1% | |
| PIMCO Commodity Real Ret Strat Inst ** 67 Royce Small Cap Opportunity Inst | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
