Joanne Paladino signed Stchealth, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stchealth, LLC's EIN is 86-0605013.
Download the official 2024 Form 5500 (PDF) for Stchealth, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stchealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.6M | 23.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $2.5M | 16.4% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $2.0M | 13.1% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.2M | 7.7% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $753K | 4.9% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $749K | 4.8% | |
| VIRTUS ZB TECHNOLOGY IN | Registered Investment Companies | — | — | $552K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $456K | 2.9% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $413K | 2.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $349K | 2.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $305K | 2.0% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $280K | 1.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $260K | 1.7% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $226K | 1.5% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $184K | 1.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $123K | 0.8% | |
| JAN HENDERSON GL LIFE SCI I | Registered Investment Companies | — | — | $117K | 0.8% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $106K | 0.7% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| FED TOT RET GOV BD - INSTL | Registered Investment Companies | — | — | $18K | 0.1% | |
| LAZARD EMG MKT EQ PORT - INSTL | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
