Ampla Health's EIN is 94-2210447.
Download the official 2023 Form 5500 (PDF) for Ampla Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ampla Health's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $75K | — |
| ASSOCIATED PENSION CONSULTANTS | 94-2456320 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Balanced I Class Mutual Fund | Mutual Funds | — | — | $4.0M | 16.3% | |
| Fidelity Multi-Asset Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.9M | 16.2% | |
| Fidelity Asset Manager 40 I Mutual Fund | Mutual Funds | — | — | $3.0M | 12.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.1M | 8.5% | |
| John Hancock Stable Value Guaranteed Income FundFixed Annuity | Stable Value | — | — | $1.4M | 5.6% | |
| ClearBridge Large Cap Growth Fund I Mutual Fund | Other securities | — | — | $852K | 3.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $774K | 3.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $687K | 2.8% | |
| John Hancock International Growth Fund Class I Mutual Fund | Other securities | — | — | $595K | 2.4% | |
| Columbia Dividend Income lnstitutional Class 3 Mutual Fund | Other securities | — | — | $476K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $446K | 1.8% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $420K | 1.7% | |
| MFS Mid Cap Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $400K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $370K | 1.5% | |
| ClearBridge Small Cap Growth Fund I Mutual Fund | Other securities | — | — | $368K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $348K | 1.4% | |
| Lord Abbett Short Duration Inc R6 Mutual Fund | Mutual Funds | — | — | $341K | 1.4% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $322K | 1.3% | |
| Columbia Overseas Value lntitutional Class 3 Mutual Fund | Other securities | — | — | $300K | 1.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $299K | 1.2% | |
| John Hancock Bond Fund Class I Mutual Fund | Other securities | — | — | $295K | 1.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $272K | 1.1% | |
| Fidelity International lndex Fund Mutual Fund | Mutual Funds | — | — | $241K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $238K | 1.0% | |
| Columbia Global Tech Growth lnstitutional Class 2 Mutual Fund | Other securities | — | — | $231K | 0.9% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund | Other securities | — | — | $190K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $117K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $113K | 0.5% | |
| Franklin Small Cap Value Adv Mutual Fund | Mutual Funds | — | — | $109K | 0.4% | |
| Vanguard Real Estate Index Adm Mutual Fund | Mutual Funds | — | — | $95K | 0.4% | |
| BlackRock High Yield Bond Prt Mutual Fund | Other securities | — | — | $93K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $90K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $89K | 0.4% | |
| Calvert Short Duration Income Fund Class I Mutual Fund | Other securities | — | — | $84K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $50K | 0.2% | |
| JPMorgan US Govt Money Market Cap Cl Mutual Fund | Cash / Money Market | — | — | $18K | <0.1% | |
| Vanguard Materials Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| Invesco Gold & Special Minerals Fund R6 Mutual Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHICO, CA |
| NONE |
| $59K |
| — |
