Plan Sponsor signed Equip Health Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equip Health Inc.'s EIN is 84-3571900.
Download the official 2024 Form 5500 (PDF) for Equip Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equip Health Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $603 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $586 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 - | Mutual Funds | — | — | $2.1M | 22.8% | |
| Vanguard Target Retirement 2050 - | Mutual Funds | — | — | $1.2M | 13.3% | |
| Vanguard Target Retirement 2060 - | Mutual Funds | — | — | $1.2M | 13.1% | |
| Vanguard Target Retirement 2045 - | Mutual Funds | — | — | $919K | 10.1% | |
| Fidelity 500 Index - | Common Collective Trusts | — | — | $778K | 8.6% | |
| Fidelity Total Market Index - | Common Collective Trusts | — | — | $525K | 5.8% | |
| Vanguard Target Retirement 2035 - | Mutual Funds | — | — | $378K | 4.2% | |
| Vanguard Target Retirement 2030 - | Mutual Funds | — | — | $327K | 3.6% | |
| Vanguard Target Retirement 2040 - | Mutual Funds | — | — | $297K | 3.3% | |
| Vanguard Federal Money Market - | Mutual Funds | — | — | $200K | 2.2% | |
| JP Morgan JPMorgan Large Cap Growth - | Other securities | — | — | $198K | 2.2% | |
| Fidelity Total International Index - | Mutual Funds | — | — | $193K | 2.1% | |
| Vanguard Target Retirement 2065 - | Mutual Funds | — | — | $175K | 1.9% | |
| Fidelity Small Cap Index - | Mutual Funds | — | — | $69K | 0.8% | |
| Vanguard FTSE Social Index Admiral - | Mutual Funds | — | — | $64K | 0.7% | |
| American Funds American Funds New Perspective - | Mutual Funds | — | — | $62K | 0.7% | |
| Vanguard Target Retirement 2070 - | Mutual Funds | — | — | $58K | 0.6% | |
| Fidelity Mid Cap Index - | Mutual Funds | — | — | $50K | 0.6% | |
| Dodge & Cox Dodge & Cox Stock X - | Mutual Funds | — | — | $45K | 0.5% | |
| American Funds American Funds Europacific Growth - | Mutual Funds | — | — | $38K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities - | Other securities | — | — | $36K | 0.4% | |
| Fidelity US Bond Index - | Mutual Funds | — | — | $31K | 0.3% | |
| Vanguard Explorer Admiral - | Mutual Funds | — | — | $27K | 0.3% | |
| MassMutual Mid Cap Growth I - | Other securities | — | — | $24K | 0.3% | |
| Dimensional Fund Advisors Dimensional Fund Advisors US Targeted - | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Value Vanguard Target Retirement 2025 - | Mutual Funds | — | — | $21K | 0.2% | |
| Invesco Developing Markets - | Mutual Funds | — | — | $17K | 0.2% | |
| PGIM Total Return Bond R6 - | Other securities | — | — | $17K | 0.2% | |
| Allspring Special Mid Cap Value - | Other securities | — | — | $13K | 0.1% | |
| PIMCO Real Return Instritutional - | Mutual Funds | — | — | $10K | 0.1% | |
| Blackrock High Yield Bond Portfolio - | Other securities | — | — | $10K | 0.1% | |
| Invesco Gold & Special Minerals - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $14K |
| — |
