Shirley Horner signed Fortis Life Sciences LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortis Life Sciences LLC's EIN is 85-3268510.
Download the official 2024 Form 5500 (PDF) for Fortis Life Sciences LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortis Life Sciences LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street State Street Equity 500 Index Fund K N/R | Mutual Funds | — | — | $2.9M | 13.8% | |
| JPMorgan Equity Income Fund R6 N/R | Other securities | — | — | $2.1M | 10.0% | |
| Vanguard Intermediate Term Bond Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 6.9% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $1.4M | 6.8% | |
| Fidelity Freedom Index 2050 Premier N/R | Mutual Funds | — | — | $1.2M | 5.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| BlackRock iShares MSCI EAFE International Index K N/R | Other securities | — | — | $1.2M | 5.5% | |
| Fidelity Freedom Index 2055 Premier N/R | Mutual Funds | — | — | $909K | 4.3% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $850K | 4.1% | |
| AMF Growth Fund of America R6 N/R | Other securities | — | — | $791K | 3.8% | |
| Fidelity Freedom Index 2040 Premier N/R | Mutual Funds | — | — | $778K | 3.7% | |
| Fidelity Freedom Index 2030 Premier N/R | Mutual Funds | — | — | $698K | 3.3% | |
| BlackRock High Yield K N/R | Other securities | — | — | $635K | 3.0% | |
| Fidelity Freedom Index 2060 Premier N/R | Mutual Funds | — | — | $626K | 3.0% | |
| Fidelity Freedom Index 2045 Premier N/R | Mutual Funds | — | — | $590K | 2.8% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $556K | 2.7% | |
| T. Rowe Price T. Rowe Price Dividend Growth I N/R | Other securities | — | — | $426K | 2.0% | |
| Fidelity Freedom Index 2035 Premier N/R | Mutual Funds | — | — | $331K | 1.6% | |
| Vanguard Emerging Markets Stock Index Admiral N/R | Mutual Funds | — | — | $296K | 1.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $296K | 1.4% | |
| BlackRock Total Return K N/R | Other securities | — | — | $264K | 1.3% | |
| Fidelity Freedom Index 2065 Premier N/R | Mutual Funds | — | — | $249K | 1.2% | |
| Participant Loans Notes receivable from Participants, with interest $0 | Participant loans | — | — | $240K | 1.1% | |
| T. Rowe Price T. Rowe Price Overseas Stock N/R | Other securities | — | — | $238K | 1.1% | |
| Fidelity Freedom Index 2025 Premier N/R | Mutual Funds | — | — | $219K | 1.0% | |
| Fidelity Freedom Index 2020 Premier N/R | Mutual Funds | — | — | $210K | 1.0% | |
| GS Inflation Protected Securities Fund R6 N/R | Other securities | — | — | $186K | 0.9% | |
| Principal Real Estate Securities R6 N/R | Other securities | — | — | $140K | 0.7% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $137K | 0.7% | |
| Janus Henderson Janus Henderson Triton Fund N N/R | Mutual Funds | — | — | $132K | 0.6% | |
| Nuveen Small Cap Blend Index R6 N/R | Mutual Funds | — | — | $32K | 0.2% | |
| DFA Commodity Strategy Portfolio Institutional N/R | Mutual Funds | — | — | $31K | 0.1% | |
| Fidelity Freedom Index Income Premier N/R | Mutual Funds | — | — | $25K | 0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2015 Premier N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2010 Premier N/R | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
