ANA Larios signed Gardner Family Health Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gardner Family Health Network, Inc.'s EIN is 94-1743078.
Download the official 2024 Form 5500 (PDF) for Gardner Family Health Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gardner Family Health Network, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $144 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| KEY GUARANTEED PORTFOLIO FUND Insurance Contract N/A | Other securities | — | — | $1.6M | 37.2% | |
| EMPOWER MOD CON PROFILE FUND INST Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $568K | 13.1% | |
| FRANKLIN MUTUAL QUEST A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $425K | 9.8% | |
| COLUMBIA CONTRARIAN CORE A Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $322K | 7.4% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R3 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $276K | 6.4% | |
| PIMCO INCOME A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $266K | 6.1% | |
| VICTORY SYCAMORE ESTABLISHED VALUE A Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $237K | 5.5% | |
| INVESCO OPPENHEIMER INT'L GROWTH A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $197K | 4.6% | |
| DWS S&P 500 INDEX A Registered Investment Company - Mutual Funds N/A | Common Collective Trusts | — | — | $123K | 2.8% | |
| AMERICAN FUNDS NEW WORLD FUND - R3 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $82K | 1.9% | |
| FRANKLIN DYNATECH FUND - A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $46K | 1.1% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $46K | 1.1% | |
| DWS ENHANCED COMMODITY STRATEGY A Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $37K | 0.8% | |
| Participant Loans Interest Rate 4.25% to 9.50% N/A | Bonds / Notes | — | — | $35K | 0.8% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $24K | 0.6% | |
| PGIM TOTAL RETURN BOND Z Registered Investment Company - Mutual Funds N/A | Common Stocks | — | — | $11K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2065 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $5K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2050 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $4K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2060 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| FRANKLIN MUTUAL SMALL-MID CAP VALUE A Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2055 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2035 Registered Investment Company - Mutual Funds N/A 248 T ROWE PRICE RET BLEND SELCT TRST 2040 Registered Investment Company - Mutual Funds N/A 990 T ROWE PRICE RET BLEND SELCT TRST 2045 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO REAL ESTATE REAL RETURN STRATEGY Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $1K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2025 Registered Investment Company - Mutual Funds N/A 380 T ROWE PRICE RET BLEND SELCT TRST 2030 Registered Investment Company - Mutual Funds N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $12K |
| — |
