Nilam Panchal signed WM. Michael Stemler, Inc. DBA Delta Health Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WM. Michael Stemler, Inc. DBA Delta Health Systems' EIN is 94-2353289.
Download the official 2024 Form 5500 (PDF) for WM. Michael Stemler, Inc. DBA Delta Health Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WM. Michael Stemler, Inc. DBA Delta Health Systems' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| My Retirement Path Moderate Retirement R Common/Collective Trust | Common Collective Trusts | — | — | $2.8M | 24.4% | |
| My Retirement Path Moderate 2035 R Common/Collective Trust | Common Collective Trusts | — | — | $1.5M | 13.0% | |
| My Retirement Path Moderate 2045 R Common/Collective Trust | Common Collective Trusts | — | — | $1.5M | 12.5% | |
| BlackRock Russell 1000 Index 1 Common/Collective Trust | Common Collective Trusts | — | — | $1.3M | 11.3% | |
| * Stable Value Fund Fee Class I1 Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $960K | 8.3% | |
| Fixed Income Allocation I1 Common/Collective Trust | Common Collective Trusts | — | — | $864K | 7.4% | |
| BLACKROCK MSCI ACWI EX-UZ INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $634K | 5.5% | |
| My Retirement Path Moderate 2055 R Common/Collective Trust | Common Collective Trusts | — | — | $434K | 3.7% | |
| Participant Loans Interest rates at (4.25% ~ 10.25%) $0 | Bonds / Notes | — | — | $294K | 2.5% | |
| LARGE CAP VALUE II GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $239K | 2.1% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $180K | 1.6% | |
| BlackRock Developed Real Estate 1 Common/Collective Trust | Common Collective Trusts | — | — | $144K | 1.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $116K | 1.0% | |
| Large Cap Growth Fund II Fee Class I1 Common/Collective Trust | Common Collective Trusts | — | — | $110K | 0.9% | |
| BlackRock U.S. TIPs Index 1 Common/Collective Trust | Common Collective Trusts | — | — | $108K | 0.9% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $101K | 0.9% | |
| Mid Cap Value I1 Common/Collective Trust | Common Collective Trusts | — | — | $63K | 0.5% | |
| Small Cap Value I1 Common/Collective Trust | Common Collective Trusts | — | — | $53K | 0.5% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $51K | 0.4% | |
| Core Plus Bond CL I1 Common/Collective Trust | Common Collective Trusts | — | — | $50K | 0.4% | |
| My Retirement Path Moderate 2065 R Common/Collective Trust | Common Collective Trusts | — | — | $23K | 0.2% | |
| BlackRock EAFE Equity Index 1 Common/Collective Trust | Common Collective Trusts | — | — | $22K | 0.2% | |
| SMALL CAP GROWTH II GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $16K | 0.1% | |
| Mid Cap Growth I1 Common/Collective Trust | Common Collective Trusts | — | — | $16K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Registered Investment Company | Registered Investment Companies | — | — | $16K | 0.1% | |
| My Retirement Path Aggr 2055 R Common/Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| My Retirement Path Aggr 2045 R Common/Collective Trust | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
