KARA Ricci signed Altais Health Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altais Health Solutions' EIN is 92-0757200.
Download the official 2024 Form 5500 (PDF) for Altais Health Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altais Health Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $99K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.5M | 94.0% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $4.4M | 11.3% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $3.9M | 10.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.3M | 3.3% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $795K | 2.0% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $306K | 0.8% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $57K | 0.1% |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $21K |
| — |
