Allison Casassa signed Exeter Health Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exeter Health Resources, Inc.'s EIN is 02-0222126.
Download the official 2024 Form 5500 (PDF) for Exeter Health Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exeter Health Resources, Inc.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME AND RESEARCH MANAGEMENT | 04-4955404 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL | 13-1835864 | — | NONE | $215K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MSCI ACWI Equity Index | Common Collective Trusts | — | $20.7M | $39.4M | 34.2% | |
| Federated Gov't Obligations Fund | Other securities | — | $14.4M | $14.4M | 12.5% | |
| GQG Partners Global Equity | Other securities | — | $5.5M | $14.2M | 12.3% | |
| IRM Core Bond Fund | Other securities | — | $9.0M | $9.6M | 8.3% | |
| Artisan Global Value Fund | Other securities | — | $7.2M | $9.6M | 8.3% | |
| Sands Capital Global Growth Fund | Other securities | — | $9.0M | $8.1M | 7.0% | |
| Vanguard Short-Term Govt BD Index Fund | Common Collective Trusts | — | $8.5M | $8.0M | 7.0% | |
| FPA Crescent Fund | Other securities | — | $6.6M | $7.6M | 6.6% | |
| Parametric Volatility Risk Premium Defense Fund | Other securities | — | $2.7M | $3.0M | 2.6% | |
| Forester Offshore Ltd. Class A2 10/24 | Common Stocks | — | $824K | $846K | 0.7% | |
| Forester Offshore Ltd. Class A 1/11 | Common Stocks | — | $84K | $183K | 0.2% | |
| Forester Offshore Ltd. Class A2 07/24 | Common Stocks | — | $59K | $61K | <0.1% | |
| ARGA Emerging Markets Equity Fund | Other securities | — | $31K | $53K | <0.1% | |
| Vanguard Federal Money Market Investor Class | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEPC | 26-1429809 | — | NONE | $176K | — |
| BANK OF AMERICA CORPORATION | 56-0906609 | — | NONE | $69K | — |
| GQG PARTNERS GLOBAL EQUITY FUND | 81-2947111 | — | NONE | $59K | — |
| BAKER NEWMAN & NOYES LLC | 01-0494526 | — | NONE | $18K | — |
| ARGA | 46-2858793 | — | NONE | $8K | — |
