Cresta Snyder signed Ensemble Health Partners Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ensemble Health Partners Holdings, LLC's EIN is 84-2528019.
Download the official 2024 Form 5500 (PDF) for Ensemble Health Partners Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ensemble Health Partners Holdings, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $667K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | CONSULTANT/ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH AGR 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $69.2M | 25.7% | |
| FLEXPATH AGR 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $48.0M | 17.8% | |
| FLEXPATH AGR 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $37.3M | 13.9% | |
| Great Gray Trust Company FlexPATH Aggressive Retirement Fund | Common Stocks | — | — | $33.9M | 12.6% | |
| FLEXPATH AGR RET M GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $33.9M | 12.6% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $9.1M | 3.4% | |
| Participants Notes receivable from participants (Interest rates | Other securities | — | — | $8.7M | 3.2% | |
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.9% | |
| FLEXPATH AGR 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $6.5M | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.7M | 2.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| PRU CORE PLUS BD 15 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.2M | 1.6% | |
| Great Gray Trust Company Equity Index Fund | Common Collective Trusts | — | — | $2.8M | 1.0% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| FLEXPATH MOD 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.4M | 0.9% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.2M | 0.8% | |
| Vanguard Social Index Fund | Common Collective Trusts | — | — | $2.1M | 0.8% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| BlackRock Institutional Trust Company, N.A. Extended Market Fund | Common Stocks | — | — | $1.6M | 0.6% | |
| BTC EXTENDED MKTS K BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 0.5% | |
| FLEXPATH MOD 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $917K | 0.3% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $849K | 0.3% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $761K | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $739K | 0.3% | |
| Great Gray Trust Company FlexPATH Moderate Retirement Fund | Common Stocks | — | — | $676K | 0.3% | |
| FLEXPATH MOD RET M GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $676K | 0.3% | |
| FLEXPATH CON 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $458K | 0.2% | |
| FLEXPATH CON 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $370K | 0.1% | |
| FLEXPATH MOD 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $360K | 0.1% | |
| BNY Mellon BNY Mellon Global Fixed Income Fund | Other securities | — | — | $255K | <0.1% | |
| Great Gray Trust Company FlexPATH Conservative Retirement Fund | Common Stocks | — | — | $178K | <0.1% | |
| FLEXPATH CON RET M GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $178K | <0.1% | |
| FLEXPATH CON 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $171K | <0.1% | |
| FLEXPATH MOD 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $128K | <0.1% | |
| FLEXPATH CON 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $39K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $31K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASSELL PLAN AUDITS P.C. | 46-2966358 | — | ACCOUNTANT/AUDITOR | $15K | — |
