Margaret LUNA signed Asante's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asante's EIN is 93-0223960.
Download the official 2024 Form 5500 (PDF) for Asante from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asante's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $607K | — |
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | CONTRACT ADMINISTRATOR | $185 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 - | Mutual Funds | — | — | $69.0M | 9.1% | |
| Vanguard Target Retirement 2035 - | Mutual Funds | — | — | $59.9M | 7.9% | |
| Vanguard Growth Index Fund - | Common Collective Trusts | — | — | $59.5M | 7.9% | |
| Vanguard Target Retirement 2050 - | Mutual Funds | — | — | $59.5M | 7.8% | |
| Vanguard Total Stock Market Index Fund Admiral - | Common Collective Trusts | — | — | $55.6M | 7.3% | |
| Vanguard Target Retirement 2030 - | Mutual Funds | — | — | $45.4M | 6.0% | |
| Vanguard Target Retirement 2055 - | Mutual Funds | — | — | $43.1M | 5.7% | |
| Vanguard Target Retirement 2025 - | Mutual Funds | — | — | $35.3M | 4.7% | |
| Fidelity Government Money Market Fund Class K6 - | Mutual Funds | — | — | $30.3M | 4.0% | |
| Vanguard Mid-Cap Index Fund - | Common Collective Trusts | — | — | $28.6M | 3.8% | |
| Dimensional DFA International Core Equity Portfolio I - | Mutual Funds | — | — | $27.5M | 3.6% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X - | Mutual Funds | — | — | $21.8M | 2.9% | |
| Vanguard Target Retirement 2060 - | Mutual Funds | — | — | $17.5M | 2.3% | |
| Vanguard Target Retirement 2020 - | Mutual Funds | — | — | $17.0M | 2.2% | |
| Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $15.1M | 2.0% | |
| Metropolitan West TCW MetWest Total Return BD Plan - | Other securities | — | — | $12.2M | 1.6% | |
| Vanguard Small Cap Growth Index I - | Mutual Funds | — | — | $11.9M | 1.6% | |
| Charles Schwab Institutional Personal Choice Retirement Accounts - | Self-Directed Brokerage | — | — | $10.9M | 1.4% | |
| Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $10.4M | 1.4% | |
| Dimensional DFA US Small Cap Portfolio Institutional Class - | Mutual Funds | — | — | $9.6M | 1.3% | |
| Dimensional DFA US Small Cap Value Portfolio - | Mutual Funds | — | — | $9.1M | 1.2% | |
| Dimensional DFA Emerging Markets Core Equity Portfolio - | Mutual Funds | — | — | $8.7M | 1.2% | |
| ranging from January 2025 to September 2039 - | Other securities | — | — | $8.6M | 1.1% | |
| Vanguard FTSE Social Index Admiral - | Mutual Funds | — | — | $7.9M | 1.0% | |
| PIMCO Real Return Fund Institutional Class - | Mutual Funds | — | — | $6.1M | 0.8% | |
| Dimensional DFA Real Estate Securities I - | Mutual Funds | — | — | $5.9M | 0.8% | |
| Vanguard Target Retirement 2065 - | Mutual Funds | — | — | $4.3M | 0.6% | |
| Vanguard High-Yield Corporate Fund - | Mutual Funds | — | — | $3.6M | 0.5% | |
| PIMCO International Bond (USD-Hdg) Instl - | Mutual Funds | — | — | $1.6M | 0.2% | |
| Vanguard Target Retirement 2070 - | Mutual Funds | — | — | $850K | 0.1% | |
| Invesco Funds Various - | Mutual Funds | — | — | $790K | 0.1% | |
| VOYA Retirement Fixed Account Fixed Account - | Other securities | — | — | $377K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $322K | <0.1% | |
| VOYA Retirement Various - | Other securities | — | — | $321K | <0.1% | |
| Variable Annuity Life Insurance Co. VALIC Fixed Account - | Common Stocks | — | — | $222K | <0.1% | |
| Variable Annuity Life Insurance Co. Various - | Common Stocks | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INVESTMENT ADVISOR | $205K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | 58-1707262 | — | CONTRACT ADMINISTRATOR | $270 | — |
| THE VARIABLE ANNUITY LIFE INS CO | 74-1625348 | — | CONTRACT ADMINISTRATOR | $129 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISORY SERVICES & INVESTMENTS | 93-1238515 | — | CONSULTING | $56K | — |
