Lynnette Morris signed Nuehealth Equity Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nuehealth Equity Co., LLC's EIN is 87-0548370.
Download the official 2024 Form 5500 (PDF) for Nuehealth Equity Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nuehealth Equity Co., 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $153K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century RD Hybrid 2035 CL 2 1,357,127.17 shares | Other securities | — | $1.4M | $15.7M | 17.1% | |
| American Century RD Hybrid 2030 CL 2 1,253,104.77 shares | Other securities | — | $1.3M | $14.4M | 15.7% | |
| American Century RD Hybrid 2040 CL 2 913,950.37 shares | Other securities | — | $914K | $10.7M | 11.6% | |
| American Century RD Hybrid 2045 CL 2 776,883.39 shares | Other securities | — | $777K | $9.2M | 10.0% | |
| American Century RD Hybrid 2050 CL 2 729,075.30 shares | Other securities | — | $729K | $8.7M | 9.5% | |
| American Century RD Hybrid 2025 CL 2 754,380.01 shares | Other securities | — | $754K | $8.6M | 9.4% | |
| American Century RD Hybrid 2055 CL 2 416,165.97 shares | Other securities | — | $416K | $5.0M | 5.5% | |
| Collective Trust Funds American Century RD Hybrid Income CL 2 310,894.19 shares | Common Collective Trusts | — | $311K | $3.6M | 3.9% | |
| Fidelity Inv MM Government Instl 3,067,390.63 shares | Mutual Funds | — | $3.1M | $3.1M | 3.3% | |
| Vanguard 500 Index Admiral 4,705.22 shares | Common Collective Trusts | — | $5K | $2.6M | 2.8% | |
| American Century RD Hybrid 2060 CL 2 141,732.78 shares | Other securities | — | $142K | $1.7M | 1.9% | |
| Vanguard Growth Index - Admiral 5,794.32 shares | Mutual Funds | — | $6K | $1.2M | 1.3% | |
| Vanguard Value Index - Admiral 15,718.32 shares | Mutual Funds | — | $16K | $1.0M | 1.1% | |
| MFS Intl Diversification R6 23,950.98 shares | Mutual Funds | — | $24K | $547K | 0.6% | |
| T. Rowe Price Blue Chip Growth I 2,414.94 shares | Other securities | — | $2K | $453K | 0.5% | |
| Vanguard Small Cap Index Adm 3,498.31 shares | Mutual Funds | — | $3K | $403K | 0.4% | |
| American Funds Washington Mutual R6 5,666.61 shares | Mutual Funds | — | $6K | $349K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral 3,879.90 shares | Mutual Funds | — | $4K | $325K | 0.4% | |
| American Century RD Hybrid 2065 CL 2 25,617.88 shares | Other securities | — | $26K | $315K | 0.3% | |
| Vanguard Mid Cap Index Admiral 960.72 shares | Mutual Funds | — | — | $314K | 0.3% | |
| Janus Henderson Enterprise I 1,886.63 shares | Mutual Funds | — | $2K | $269K | 0.3% | |
| Dreyfus Government Cash Mgmt Inst 212,592.67 shares | Mutual Funds | — | $213K | $213K | 0.2% | |
| PIMCO Income Instl 19,415.11 shares | Mutual Funds | — | $19K | $204K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral 1,775.48 shares | Mutual Funds | — | $2K | $194K | 0.2% | |
| DFA International Small Company I 7,744.35 shares | Mutual Funds | — | $8K | $150K | 0.2% | |
| Blackrock Total Return Bond CL 6 12,903.40 shares | Other securities | — | $13K | $144K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral 1,428.38 shares | Mutual Funds | — | $1K | $141K | 0.2% | |
| Vanguard Inflation-Protected Secs Adm 4,277.44 shares | Mutual Funds | — | $4K | $96K | 0.1% | |
| BlackRock High Yield Bond Portfolio K 12,901.26 shares | Other securities | — | $13K | $92K | <0.1% | |
| Baird Core Plus Bond Inst 8,638.75 shares | Other securities | — | $9K | $86K | <0.1% | |
| T. Rowe Price New Horizon 1,136.03 shares | Other securities | — | $1K | $63K | <0.1% | |
| American Century Small Cap Value R6 5,724.65 shares | Other securities | — | $6K | $60K | <0.1% | |
| Vanguard Small Cap Value Index Admiral 683.18 shares | Mutual Funds | — | — | $58K | <0.1% | |
| American Century Emerging Markets R6 4,617.33 shares | Mutual Funds | — | $5K | $53K | <0.1% | |
| Victory Sycamore Established Value R6 950.86 shares | Other securities | — | — | $44K | <0.1% | |
| PIMCO Global Bond Opps (USD-Hedged) Inst 2,616.82 shares | Mutual Funds | — | $3K | $25K | <0.1% | |
| DFA Real Estate Securities I 394.76 shares | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
