Jessica Wilson signed Clarity Healthcare Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarity Healthcare Solutions, LLC's EIN is 83-3333810.
Download the official 2024 Form 5500 (PDF) for Clarity Healthcare Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarity Healthcare Solutions, LLC's plan includes 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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 51-0492818 | — | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Trust J Mutual Fund | Other securities | — | — | $667K | 27.5% | |
| T. Rowe Price Retirement 2040 Trust J Mutual Fund | Other securities | — | — | $573K | 23.7% | |
| T. Rowe Price Retirement 2030 Trust J Mutual Fund | Other securities | — | — | $235K | 9.7% | |
| T. Rowe Price Retirement 2045 Trust J Mutual Fund | Other securities | — | — | $216K | 8.9% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $175K | 7.2% | |
| T. Rowe Price Retirement 2050 Trust J Mutual Fund | Other securities | — | — | $123K | 5.1% | |
| T. Rowe Price Retirement 2025 Trust J Mutual Fund | Other securities | — | — | $120K | 4.9% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $96K | 4.0% | |
| Baird Core Plus Bond Inv Mutual Fund ** 582 * Notes receivable from participants Bearing interest at 9.75%-10.5% - | Bonds / Notes | — | — | $73K | 3.0% | |
| T. Rowe Price Retirement 2020 Trust J Mutual Fund | Other securities | — | — | $72K | 3.0% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 64,782 $ 174 $ | Other securities | — | — | $65K | 2.7% | |
| T. Rowe Price retirement 2005 Trust J Mutual Fund | Other securities | — | — | $49K | 2.0% | |
| T. Rowe Price Retirement 2065 Trust J Mutual Fund | Other securities | — | — | $36K | 1.5% | |
| T. Rowe Price Retirement 2055 Trust J Mutual Fund | Other securities | — | — | $26K | 1.1% | |
| T. Rowe Price Retirement 2060 Trust J Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| T. Rowe Price All Cap Oppty 1 Mutual Fund | Other securities | — | — | $10K | 0.4% | |
| T. Rowe Price Retirement 2015 Trust J Mutual Fund | Other securities | — | — | $9K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $6K | 0.2% | |
| GG T. Rowe Price Stable Value S Mutual Fund ** 628 * American Century Mid Cap ValueR6 Mutual Fund ** 55 * Fidelity Mid Cap Index Mutual Fund | Stable Value | — | — | $5K | 0.2% | |
| AB Small Cap Growth Portfolio Z Mutual Fund | Other securities | — | — | $3K | 0.1% | |
| MFS Value Fund R6 Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Goldman Sachs Small Cp Val Insights R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| American EuroPacific Growth R6 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
