Montera Health Texas LLC's EIN is 87-4829433.
Download the official 2024 Form 5500 (PDF) for Montera Health Texas LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montera Health Texas 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $166K | 45.4% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $55K | 15.0% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | Mutual Funds | — | — | $48K | 13.0% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | Mutual Funds | — | — | $28K | 7.5% | |
| Vanguard Funds Total International Bond Index Mutual Fund | Mutual Funds | — | — | $16K | 4.4% | |
| Vanguard Specialized Div REIT Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $14K | 3.9% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $5K | 1.3% | |
| Vanguard Group Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $2K | 0.6% | |
| Participant Loans to participants, bearing interest at 8.75% | Bonds / Notes | — | — | $1K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | Mutual Funds | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
