ERIN Vellela signed Clinical Health Network for Transformation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clinical Health Network for Transformation, Inc.'s EIN is 84-2471177.
Download the official 2024 Form 5500 (PDF) for Clinical Health Network for Transformation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clinical Health Network for Transformation, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $554K | 19.2% | |
| Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $401K | 13.9% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $264K | 9.2% | |
| Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $262K | 9.1% | |
| Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $234K | 8.1% | |
| Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $183K | 6.3% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $173K | 6.0% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $125K | 4.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $124K | 4.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $102K | 3.5% | |
| Fidelity Management Trust Company Managed Income Portfolio CL 2 | Mutual Funds | — | — | $94K | 3.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $94K | 3.3% | |
| Virtus Duff & Phelps Real Estate Securities Fund Class R6 170 * Fidelity Growth Company Fund Class K | Mutual Funds | — | — | $77K | 2.7% | |
| Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $56K | 1.9% | |
| Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $46K | 1.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $44K | 1.5% | |
| Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $35K | 1.2% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $28K | 1.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $20K | 0.7% | |
| Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $19K | 0.7% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $15K | 0.5% | |
| Conestoga Small Cap Institutional Class | Other securities | — | — | $14K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $11K | 0.4% | |
| Harbor Capital Advisors Small Cap Value Fund Retirement Class | Other securities | — | — | $8K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
