Jeffrey Davis signed Blended Health Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blended Health Services, LLC's EIN is 93-4748253.
Download the official 2024 Form 5500 (PDF) for Blended Health Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blended Health Services, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2055 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $962K | 19.5% | |
| T. ROWE PRICE RTM 2050 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $733K | 14.8% | |
| T. ROWE PRICE RTM 2045 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $706K | 14.3% | |
| T. ROWE PRICE RTM 2040 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $690K | 14.0% | |
| T. ROWE PRICE RTM 2035 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $423K | 8.6% | |
| T. ROWE PRICE RTM 2060 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $387K | 7.8% | |
| T. ROWE PRICE RTM 2025 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $328K | 6.6% | |
| T. ROWE PRICE RTM 2030 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $298K | 6.0% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $197K | 4.0% | |
| T. ROWE PRICE RTM 2065 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $89K | 1.8% | |
| Notes receivable from participants Maturing through November 2029 with rates between 4.25% and 9.50% - | Bonds / Notes | — | — | $28K | 0.6% | |
| T. ROWE PRICE RTM 2015 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $20K | 0.4% | |
| Fidelity Management & Research Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $18K | 0.4% | |
| John Hancock Advisors, LLC John Hancock Disc Val MC R6 Fd ** 891 Fidelity Management & Research Fidelity Total Int Idx Fund | Common Collective Trusts | — | — | $11K | 0.2% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $11K | 0.2% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $10K | 0.2% | |
| Invesco Inv Discov R6 Fd | Mutual Funds | — | — | $8K | 0.2% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $7K | 0.1% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $4K | <0.1% | |
| MFS Investment Management MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $3K | <0.1% | |
| T. ROWE PRICE RTM 2020 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $682 | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2010 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM BAL TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-4250098 |
| — |
| INVESTMENT ADVISORY |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
