Kelly Embley signed Ashfield Healthcare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashfield Healthcare, LLC's EIN is 90-0789049.
Download the official 2024 Form 5500 (PDF) for Ashfield Healthcare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ashfield Healthcare, 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 | $200K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR RETIREMENT MANAGER |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $12.4M | 8.9% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $10.5M | 7.5% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $10.3M | 7.4% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $10.2M | 7.3% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $9.9M | 7.1% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $7.7M | 5.5% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $7.3M | 5.3% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $6.9M | 4.9% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $6.4M | 4.6% | |
| COLUMBIA DIVIDEND INCOME I2 | Registered Investment Companies | — | — | $4.6M | 3.3% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $4.2M | 3.0% | |
| LOOMIS INVEST GRADE BOND -Y | Registered Investment Companies | — | — | $4.2M | 3.0% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $4.0M | 2.9% | |
| JPM US EQUITY FD R4 | Registered Investment Companies | — | — | $3.7M | 2.7% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $3.7M | 2.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.1M | 2.2% | |
| FEDERATED CAP PRESERVATION - R FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.1% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $2.6M | 1.9% | |
| ISHARES RUSSELL MIDCAP INDEX I | Registered Investment Companies | — | — | $2.4M | 1.7% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $2.3M | 1.6% | |
| GS INTL EQUITY INSIGHTS INST | Registered Investment Companies | — | — | $2.2M | 1.6% | |
| MFS TECHNOLOGY FUND - R4 | Registered Investment Companies | — | — | $2.1M | 1.5% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $1.9M | 1.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| BLK MID CAP GR EQTY PRT - SVC | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| NEUBERGER BERMAN GENESIS INSTL | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| BNY MELLON WORLDWIDE GROWTH I | Registered Investment Companies | — | — | $1.5M | 1.0% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $863K | 0.6% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $742K | 0.5% | |
| INV GLD&SPC MINERALS R5 | Registered Investment Companies | — | — | $716K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $645K | 0.5% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $167K | 0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| INVESTMENT MANAGER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $231K | — |
