Dennis Stong signed Harmony Home Health Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harmony Home Health Services LLC's EIN is 84-1396314.
Download the official 2024 Form 5500 (PDF) for Harmony Home Health Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harmony Home Health Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $897 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.3M | 94.9% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $942K | 20.8% | |
| AB LARGE CAP GROWTH ADVISOR MUTUAL FUND SHARES 0 | Other securities | — | — | $718K | 15.9% | |
| STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $454K | 10.0% | |
| THORNBURG INTL EQ R5 MUTUAL FUND SHARES 0 | Other securities | — | — | $283K | 6.3% | |
| BLACKROCK HEALTH SCI OPPS I MUTUAL FUND SHARES 0 | Other securities | — | — | $267K | 5.9% | |
| AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $207K | 4.6% | |
| BLACKROCK GLOBAL ALLOC I MUTUAL FUND SHARES 0 | Other securities | — | — | $200K | 4.4% | |
| PRUDENTIAL PGIM JENN FIN SVCS Z MUTUAL FUND SHARES 0 4 PIONEER BOND Y MUTUAL FUND SHARES 0 | Other securities | — | — | $173K | 3.8% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Stable Value | — | — | $156K | 3.5% | |
| DEUTSCHE DWS REAL ESTATE SECS S MUTUAL FUND SHARES 0 | Other securities | — | — | $139K | 3.1% | |
| AMERICAN CENTURY AMERCENT SMCAP GRTH A MUTUAL FUND SHARES 0 13 AMERICAN CENTURY AMERCENT SMCAP VAL INV MUTUAL FUND SHARES 0 13 AMERICAN CENTURY AMERCENT STRAT ALLOC AGRSV INV MUTUAL FUND SHARES 0 | Other securities | — | — | $117K | 2.6% | |
| NUVEEN LARGE CAP GR IDX RET MUTUAL FUND SHARES 0 8 NUVEEN LARGE CAP VALUE IDX RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $116K | 2.6% | |
| FIDELITY ADV STRAT INC A MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $103K | 2.3% | |
| FIDELITY ADV ENERGY I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $92K | 2.0% | |
| NUVEEN LIFECYCLE IDX 2040 RET MUTUAL FUND SHARES 0 91 NUVEEN LIFECYCLE IDX 2045 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $83K | 1.8% | |
| COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0 | Other securities | — | — | $80K | 1.8% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | Bonds / Notes | — | — | $67K | 1.5% | |
| AMERICAN FUNDS AMERFDS AMER HIGH INC TRUST R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $53K | 1.2% | |
| GOLDMAN SACHS GOLDMANSACHS MIDCAP GRTH INV MUTUAL FUND SHARES 0 | Other securities | — | — | $46K | 1.0% | |
| INVESCO INTL BOND Y MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $43K | 1.0% | |
| COLUMBIA MIDCAP INDX A MUTUAL FUND SHARES 0 | Other securities | — | — | $39K | 0.9% | |
| AMERICAN FUNDS AMERFDS NEW WORLD R4 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $31K | 0.7% | |
| INVESCO GOLD & SPCL MIN Y MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $31K | 0.7% | |
| NUVEEN LIFECYCLE IDX 2050 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $26K | 0.6% | |
| NUVEEN LIFECYCLE IDX 2030 RET MUTUAL FUND SHARES 0 477 NUVEEN LIFECYCLE IDX 2035 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $17K | 0.4% | |
| NUVEEN LIFECYCLE IDX 2025 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $8K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2015 RET MUTUAL FUND SHARES 0 867 NUVEEN LIFECYCLE IDX 2020 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $7K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2010 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $6K | 0.1% | |
| NUVEEN LIFECYCLE IDX 2060 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $5K | 0.1% | |
| COLUMBIA SELIG TECH & INFO I MUTUAL FUND SHARES 0 | Other securities | — | — | $4K | <0.1% | |
| NUVEEN LIFECYCLE IDX 2055 RET MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
