Carlos Morales signed SMW Health Network, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMW Health Network, LLC's EIN is 84-3487711.
Download the official 2024 Form 5500 (PDF) for SMW Health Network, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMW Health Network, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHMCLENNON AGENCY | 22-3570392 | — | INVESTMENT ADVISORY | — | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| TRP RET BLEND 2050 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $429K | 18.9% | |
| TRP RET BLEND 2040 G T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $373K | 16.5% | |
| TRP RET BLEND 2045 G T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $335K | 14.8% | |
| TRP RET BLEND 2035 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $203K | 9.0% | |
| TRP RET BLEND 2055 G T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $166K | 7.3% | |
| TRP RET BLEND 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $155K | 6.9% | |
| TRP RET BLEND 2020 G T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $96K | 4.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $84K | 3.7% | |
| TRP RET BLEND 2005 G T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $83K | 3.7% | |
| TRP RET BLEND 2060 G T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $67K | 2.9% | |
| TRP RET BLEND 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $62K | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $36K | 1.6% | |
| Notes receivable from participants Interest rates of 5.50% to 10.50% | Bonds / Notes | — | — | $29K | 1.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $28K | 1.2% | |
| Money Market * Fidelity Government Money Market Fund | Mutual Funds | — | — | $26K | 1.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $21K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $19K | 0.8% | |
| s * Fidelity US Bond Index | Mutual Funds | — | — | $18K | 0.8% | |
| John Hancock Bond R6 | Other securities | — | — | $11K | 0.5% | |
| TRP RET BLEND 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $8K | 0.4% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $7K | 0.3% | |
| Putnam Large Cap Value R1 | Mutual Funds | — | — | $5K | 0.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5K | 0.2% | |
| PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $4K | 0.2% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STANDARD | 93-0242990 | — | CONTRACT ADMINISTRATOR | $7K | — |
