Nubia Sandhu signed HERA Health Partners Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HERA Health Partners Inc.'s EIN is 85-1890227.
Download the official 2024 Form 5500 (PDF) for HERA Health Partners Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HERA Health Partners Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 15.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 14.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.2M | 12.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.8M | 10.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $949K | 5.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $865K | 5.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $656K | 3.8% | |
| Fidelity Short-Term Treasury Bond Index Fund Mutual funds | U.S. Treasuries | — | — | $655K | 3.8% | |
| JPMorgan Large Cap Growth Fund Mutual funds | Other securities | — | — | $482K | 2.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $410K | 2.4% | |
| PIMCO Short-Term Institutional Fund Mutual funds | Mutual Funds | — | — | $384K | 2.2% | |
| iShares MSCI EAFE International Index Fund Mutual funds | Common Collective Trusts | — | — | $379K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $369K | 2.2% | |
| T. Rowe Price Floating Rate Fund Mutual funds | Bonds / Notes | — | — | $294K | 1.7% | |
| American Funds New World Fund Mutual funds | Mutual Funds | — | — | $249K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $248K | 1.4% | |
| Aegis Value Fund Mutual funds | Other securities | — | — | $229K | 1.3% | |
| Neuberger Berman Mid Cap Growth Fund Mutual funds | Other securities | — | — | $223K | 1.3% | |
| Vanguard Real Estate Index Admiral Fund Mutual funds | Mutual Funds | — | — | $222K | 1.3% | |
| Vanguard Explorer Admiral Fund Mutual funds | Mutual Funds | — | — | $195K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $191K | 1.1% | |
| Participant loans Interest rates from 5.25% to 10.50% $0 | Bonds / Notes | — | — | $177K | 1.0% | |
| Vanguard Total Bond Market Index Fund Mutual funds | Common Collective Trusts | — | — | $173K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $121K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $107K | 0.6% | |
| DFA Global Real Estate Securities Fund Mutual funds | Mutual Funds | — | — | $79K | 0.5% | |
| Vanguard Materials Index Fund Mutual funds | Common Collective Trusts | — | — | $75K | 0.4% | |
| Vanguard Extended Market Index Fund Mutual funds | Common Collective Trusts | — | — | $71K | 0.4% | |
| American Funds American Mutual Fund Mutual funds | Mutual Funds | — | — | $63K | 0.4% | |
| Principal Mid Cap Value Separate Account Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $42K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $42K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Mutual funds | Mutual Funds | — | — | $36K | 0.2% | |
| BlackRock Commodity Strategies Fund Mutual funds | Other securities | — | — | $34K | 0.2% | |
| Vanguard High-Yield Corporate Fund Admiral Mutual funds | Mutual Funds | — | — | $13K | <0.1% | |
| Principal LifeTime Hybrid INC Fund Common collective trusts | Common Collective Trusts | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Beacon International Equity Fund Mutual funds | Other securities | — | — | $5K | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $5K | <0.1% | |
| DFA International Small Company Portfolio Fund Mutual funds | Mutual Funds | — | — | $3K | <0.1% |
