Shirley Horner signed Complete Health Partners Holding's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete Health Partners Holding's EIN is 87-2910533.
Download the official 2024 Form 5500 (PDF) for Complete Health Partners Holding from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete Health Partners Holding'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $93K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $6.3M | 24.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.8M | 14.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 7.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.7M | 6.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 6.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 5.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 5.5% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $910K | 3.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $889K | 3.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $710K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $465K | 1.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $394K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $382K | 1.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $343K | 1.3% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $313K | 1.2% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $242K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $241K | 0.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $231K | 0.9% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $166K | 0.6% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $139K | 0.5% | |
| THE HARTFORD MIDCAP FUND - R6 | Registered Investment Companies | — | — | $131K | 0.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $125K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $106K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $102K | 0.4% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $98K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $69K |
| — |
