LORI Gannaway signed Catalyst Health Group Holdings II, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catalyst Health Group Holdings II, LLC's EIN is 92-0803484.
Download the official 2024 Form 5500 (PDF) for Catalyst Health Group Holdings II, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catalyst Health Group Holdings II, LLC's 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$56K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $21.3M | 16.3% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $15.9M | 12.2% | |
| s * Fidelity Investments Fidelity 500 Index Fund Premium N/R | Mutual Funds | — | — | $13.1M | 10.0% | |
| Class J.P. Morgan J.P. Morgan US Equity Fund N/R | Other securities | — | — | $9.0M | 6.9% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $8.6M | 6.6% | |
| Great Gray Trust Company FLEXFIT+Moderate Retire R1 N/R | Common Stocks | — | — | $8.1M | 6.2% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $8.1M | 6.2% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $5.9M | 4.5% | |
| Fidelity Investments Fidelity Balanced N/R | Mutual Funds | — | — | $5.5M | 4.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.0% | |
| Fidelity Investments Fidelity Mid Cap Value Index N/R | Mutual Funds | — | — | $5.1M | 3.9% | |
| Fidelity Investments Fidelity Spartan US Bond Index N/R | Mutual Funds | — | — | $3.3M | 2.5% | |
| Fund Advantage Vanguard Equity Income Fund N/R | Mutual Funds | — | — | $3.3M | 2.5% | |
| Fidelity Investments Fidelity Low-Priced Stock N/R | Mutual Funds | — | — | $3.1M | 2.4% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 2.0% | |
| Fidelity Investments Fidelity Small Cap Value Index N/R | Mutual Funds | — | — | $2.6M | 2.0% | |
| American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $2.6M | 2.0% | |
| Fund Robert W. Baird & Co. Baird Core Plus Bond Institutional N/R | Common Stocks | — | — | $2.4M | 1.8% | |
| Incorporated * Fidelity Investments Fidelity International Growth Fund N/R | Mutual Funds | — | — | $2.4M | 1.8% | |
| American Century American Century Small Cap Value N/R | Other securities | — | — | $2.1M | 1.6% | |
| Self Directed Brokerage Accounts * Fidelity Investments BrokerageLink N/R | Self-Directed Brokerage | — | — | $1.4M | 1.1% | |
| Fund R6 American Funds American Funds Income Fund of N/R | Mutual Funds | — | — | $1.2M | 0.9% | |
| Great Gray Trust Company FLEXFIT+Conservative Retire R1 N/R | Common Stocks | — | — | $1.1M | 0.8% | |
| FLEXFIT+CONS RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2334614 / PN 327 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Putnam Fiduciary Trust Putnam Large Cap Value Trust I N/R | Mutual Funds | — | — | $888K | 0.7% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $888K | 0.7% | |
| FLEXFIT+MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7275335 / PN 001 | Common Collective Trust | — | — | $858K | 0.7% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $753K | 0.6% | |
| America R6 * Fidelity Investments Fidelity Real Estate Investment N/R | Mutual Funds | — | — | $644K | 0.5% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $472K | 0.4% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $404K | 0.3% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2114992 / PN 342 | Common Collective Trust | — | — | $353K | 0.3% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $224K | 0.2% | |
| Portfolio Loomis Sayles Loomis Sayles Inflation Protected N/R | Other securities | — | — | $182K | 0.1% | |
| Great Gray Trust Company FLEXFIT+Aggressive Retire R1 N/R | Common Stocks | — | — | $68K | <0.1% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2044121 / PN 337 | Common Collective Trust | — | — | $68K | <0.1% | |
| Money Market Funds * Fidelity Investments Fidelity Investments Money Market N/R | Mutual Funds | — | — | $37K | <0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXFIT+CONS 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 36-6071399 / PN 917 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $481 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2056975 / PN 338 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+CONS 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2293734 / PN 328 | Common Collective Trust | — | — | $0 | <0.1% |
