ANA Larios signed Gardner Family Health Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gardner Family Health Network's EIN is 94-1743078.
Download the official 2024 Form 5500 (PDF) for Gardner Family Health Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gardner Family Health Network'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DWS S&P 500 INDEX A Registered Investment Companies - Mutual Funds N/A | Common Collective Trusts | — | — | $2.2M | 25.8% | |
| PIMCO INCOME A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $1.2M | 13.8% | |
| KEY GUARANTEED PORTFOLIO FUND Insurance Contract N/A | Other securities | — | — | $1.2M | 13.6% | |
| EMPOWER MOD CON PROFILE FUND INST Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $630K | 7.2% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $571K | 6.6% | |
| COLUMBIA CONTRARIAN CORE A Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $514K | 5.9% | |
| INVESCO OPPENHEIMER INT'L GROWTH A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $513K | 5.9% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R3 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $345K | 4.0% | |
| FRANKLIN MUTUAL SMALL-MID CAP VALUE A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $317K | 3.6% | |
| FRANKLIN MUTUAL QUEST A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $214K | 2.5% | |
| Participant Loans Interest Rate 4.25% to 6.50% | Bonds / Notes | — | — | $201K | 2.3% | |
| AMERICAN FUNDS NEW WORLD FUND - R3 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $183K | 2.1% | |
| PGIM TOTAL RETURN BOND Z Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $143K | 1.6% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $123K | 1.4% | |
| VICTORY SYCAMORE ESTABLISHED VALUE A Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $123K | 1.4% | |
| DWS ENHANCED COMMODITY STRATEGY A Registered Investment Companies - Mutual Funds N/A | Other securities | — | — | $59K | 0.7% | |
| FRANKLIN DYNATECH FUND - A Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $54K | 0.6% | |
| PIMCO REAL ESTATE REAL RETURN STRATEGY Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $28K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2060 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $16K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2065 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $9K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2055 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $9K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2045 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $5K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2035 Registered Investment Companies - Mutual Funds N/A 525 T ROWE PRICE RET BLEND SELCT TRST 2040 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $5K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2030 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2050 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2015 Registered Investment Companies - Mutual Funds N/A 315 T ROWE PRICE RET BLEND SELCT TRST 2020 Registered Investment Companies - Mutual Funds N/A | Mutual Funds | — | — | $2K | <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 |
| $24K |
| — |
