Vicki Hammond signed Healthpoint's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Healthpoint's EIN is 91-0884412.
Download the official 2024 Form 5500 (PDF) for Healthpoint from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healthpoint's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAC CAPITAL ADVISORS, LLC | 91-1999591 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT ADMINISTRATION COMPANY, LLC | 91-1999591 | — | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIRST HILL TRUST CO - BALANCED FIRST HILL TRUST COMPANY · EIN 92-1184769 / PN 001 | Common Collective Trust | — | — | $7.8M | 27.2% | |
| FIRST HILL TRUST CO - GROWTH FIRST HILL TRUST COMPANY · EIN 88-4335619 / PN 001 | Common Collective Trust | — | — | $4.7M | 16.4% | |
| FIRST HILL TRUST CO - AGGRESSIVE FIRST HILL TRUST COMPANY · EIN 88-4335301 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.8M | 6.4% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $1.4M | 5.0% | |
| Vanguard Total Stock Index Adm | Mutual Funds | — | — | $985K | 3.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $958K | 3.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $955K | 3.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $802K | 2.8% | |
| FIRST HILL TRUST CO - CONSERVATIVE FIRST HILL TRUST COMPANY · EIN 92-1172554 / PN 001 | Common Collective Trust | — | — | $585K | 2.0% | |
| FIRST HILL TRUST CO - MOD CONSERV FIRST HILL TRUST COMPANY · EIN 88-4339263 / PN 001 | Common Collective Trust | — | — | $583K | 2.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $549K | 1.9% | |
| Participant Loans * Participants Interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $504K | 1.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $473K | 1.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $460K | 1.6% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $452K | 1.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $434K | 1.5% | |
| Vanguard Total Bond Index Adm | Mutual Funds | — | — | $356K | 1.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $325K | 1.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $323K | 1.1% | |
| Vanguard Total Int'l Stk Idx Adm | Common Collective Trusts | — | — | $301K | 1.1% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $292K | 1.0% | |
| JP Morgan Equity Income | Other securities | — | — | $164K | 0.6% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $133K | 0.5% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $131K | 0.5% | |
| JP Morgan Small Cap Value R6 | Other securities | — | — | $106K | 0.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $98K | 0.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $95K | 0.3% | |
| Charles Schwab Government Money | Mutual Funds | — | — | $86K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $67K | 0.2% | |
| Calvert Aggressive Allocation | Other securities | — | — | $61K | 0.2% | |
| Cohen & Steers Realty Shares Inc. | Common Stocks | — | — | $46K | 0.2% | |
| Alliance Bernstein Discovery Growth Z | Mutual Funds | — | — | $38K | 0.1% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $33K | 0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $31K | 0.1% | |
| Black Rock High Yield Bond | Other securities | — | — | $27K | <0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $27K | <0.1% | |
| Columbian Contrarian Core Y | Other securities | — | — | $21K | <0.1% | |
| Black Rock Strategic Income Opportunities | Other securities | — | — | $16K | <0.1% | |
| Metropolitan West Total Return I | Other securities | — | — | $16K | <0.1% | |
| Alliance Bernstein Global Bond Z | Other securities | — | — | $11K | <0.1% | |
| Black Rock Floating Rate Income | Bonds / Notes | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
