Roger Sweis signed Essential Access Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essential Access Health's EIN is 95-2564024.
Download the official 2024 Form 5500 (PDF) for Essential Access Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential Access Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $650 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP Retire 2035 Adv Mutual Fund | Other securities | — | — | $2.8M | 25.1% | |
| TRP Retire 2040 Adv Mutual Fund | Other securities | — | — | $1.4M | 12.4% | |
| TRP Retire 2030 Adv Mutual Fund | Other securities | — | — | $1.4M | 12.2% | |
| TRP Retire 2050 Adv Mutual Fund | Other securities | — | — | $1.2M | 10.9% | |
| TRP Retire 2025 Adv Mutual Fund | Other securities | — | — | $774K | 6.8% | |
| TRP Retire 2055 Adv Mutual Fund | Other securities | — | — | $622K | 5.5% | |
| Fidelity Real Estate Invs Mutual Fund 477 * Fidelity Balanced Mutual Fund | Mutual Funds | — | — | $590K | 5.2% | |
| Bnym S/Md Cp Gr Y Mutual Fund | Other securities | — | — | $480K | 4.2% | |
| TRP Retire 2045 Adv Mutual Fund | Other securities | — | — | $448K | 4.0% | |
| TRP Retire 2015 Adv Mutual Fund | Other securities | — | — | $210K | 1.9% | |
| Fidelity Blue Chip Gr Mutual Fund | Mutual Funds | — | — | $183K | 1.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $164K | 1.5% | |
| Fidelity Total Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $158K | 1.4% | |
| TRP Retire 2060 Adv Mutual Fund | Other securities | — | — | $149K | 1.3% | |
| TRP Retire 2020 Adv Mutual Fund | Other securities | — | — | $115K | 1.0% | |
| Fidelity US Bond Idx Mutual Fund | Common Collective Trusts | — | — | $83K | 0.7% | |
| Buffalo Discovery Mutual Fund | Other securities | — | — | $67K | 0.6% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $66K | 0.6% | |
| Ab Sm Cap Grth Z Mutual Fund | Other securities | — | — | $61K | 0.5% | |
| AF Bond Fd Amer R6 Mutual Fund | Common Stocks | — | — | $52K | 0.5% | |
| TRP Retire 2010 Adv Mutual Fund | Other securities | — | — | $51K | 0.5% | |
| Fidelity Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $51K | 0.4% | |
| Fidelity Large Cap Stock Mutual Fund | Mutual Funds | — | — | $32K | 0.3% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| Dodge & Cox Stock I Mutual Fund 383 MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Col Emrg Mkt I3 Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| Fidelity Overseas Mutual Fund | Mutual Funds | — | — | $17K | 0.1% | |
| Fidelity BrokerageLink Self-Directed Interest-Bearing Cash, Brokerage Accounts Exchange Traded Funds, and | Self-Directed Brokerage | — | — | $14K | 0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% | |
| Putn Global Tech A Mutual Fund | Other securities | — | — | $2K | <0.1% |
