Nicole Laird signed Citrus Health Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citrus Health Group, Inc.'s EIN is 92-1466815.
Download the official 2024 Form 5500 (PDF) for Citrus Health Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citrus Health Group, Inc.'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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 14.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $759K | 8.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $754K | 8.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $728K | 8.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $701K | 7.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $686K | 7.7% | |
| VICTORY NASDAQ-100 INDEX R6 | Registered Investment Companies | — | — | $496K | 5.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $490K | 5.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $457K | 5.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $450K | 5.1% | |
| CALVERT EQUITY FUND - R6 | Registered Investment Companies | — | — | $416K | 4.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $329K | 3.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $293K | 3.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $151K | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $124K | 1.4% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $122K | 1.4% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $81K | 0.9% | |
| INV MAIN ST SM CAP R6 | Registered Investment Companies | — | — | $73K | 0.8% | |
| PIM GLOB ADV STRAT BND - INST | Registered Investment Companies | — | — | $71K | 0.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $64K | 0.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $58K | 0.7% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $56K | 0.6% | |
| FRANKLIN HIGH INCOME FUND R6 | Registered Investment Companies | — | — | $51K | 0.6% | |
| LAZARDEMERGMKTSEQTYR6 | Registered Investment Companies | — | — | $50K | 0.6% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $40K | 0.4% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $34K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.4% | |
| AQR RISK-BALANCED COMMODITIES | Registered Investment Companies | — | — | $33K | 0.4% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $26K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
