Gerard Hadley signed St. Joseph Hospital Corporate Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Joseph Hospital Corporate Services, Inc.'s EIN is 02-0405197.
Download the official 2024 Form 5500 (PDF) for St. Joseph Hospital Corporate Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Joseph Hospital Corporate Services, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | CONSULTANT | $18K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $49 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund, 300,134 shares | Mutual Funds | — | $300K | $6.3M | 20.7% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $5.7M | 18.6% | |
| Fidelity 500 Index Fund, 19,121 shares | Common Collective Trusts | — | $19K | $3.9M | 12.8% | |
| T. Rowe Price Retirement 2025 Fund, 103,689 shares | Other securities | — | $104K | $1.7M | 5.6% | |
| T. Rowe Price Retirement 2030 Fund, 56,830 shares | Other securities | — | $57K | $1.5M | 4.8% | |
| T. Rowe Price Retirement 2020 Fund, 75,838 shares | Other securities | — | $76K | $1.4M | 4.6% | |
| MFS Value Fund, 27,037 shares | Mutual Funds | — | $27K | $1.3M | 4.3% | |
| American Funds EuroPacific Growth Fund, 20,351 shares | Mutual Funds | — | $20K | $1.1M | 3.6% | |
| Allspring Mid Cap Value Fund, 20,175 shares | Other securities | — | $20K | $963K | 3.2% | |
| MFS Mid-Cap Growth Fund, 26,233 shares | Mutual Funds | — | $26K | $824K | 2.7% | |
| Franklin Templeton Small Cap Growth Fund, 28,119 shares | Mutual Funds | — | $28K | $770K | 2.5% | |
| T. Rowe Price Retirement 2035 Fund, 35,605 shares | Other securities | — | $36K | $749K | 2.5% | |
| Dodge & Cox Income Fund, 58,311 shares | Mutual Funds | — | $58K | $722K | 2.4% | |
| Northern Small Cap Value Fund, 43,795 shares | Other securities | — | $44K | $570K | 1.9% | |
| Cohen & Steers Real Estate Securities Fund, 26,305 shares | Other securities | — | $26K | $454K | 1.5% | |
| Fidelity US Bond Index Fund, 42,552 shares | Common Collective Trusts | — | $43K | $435K | 1.4% | |
| T. Rowe Price Retirement 2010 Fund, 25,973 shares | Other securities | — | $26K | $393K | 1.3% | |
| T. Rowe Price Retirement 2005 Fund, 29,457 shares | Other securities | — | $29K | $352K | 1.2% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $322K | 1.1% | |
| Transamerica Retirement Solutions Corporation Stable Pooled Fund, 15,283 units | Common Stocks | — | $15K | $264K | 0.9% | |
| TRANSAMERICA RET SOLUTONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $264K | 0.9% | |
| T. Rowe Price Retirement 2015 Fund, 16,200 shares | Other securities | — | $16K | $203K | 0.7% | |
| Fidelity Extended Market Index Fund, 2,030 shares | Common Collective Trusts | — | $2K | $184K | 0.6% | |
| T. Rowe Price Retirement 2040 Fund, 4,850 shares | Other securities | — | $5K | $148K | 0.5% | |
| T. Rowe Price Retirement 2050 Fund, 6,597 shares | Other securities | — | $7K | $125K | 0.4% | |
| T. Rowe Price Retirement 2055 Fund, 3,751 shares | Other securities | — | $4K | $75K | 0.2% | |
| T. Rowe Price T. Rowe Price Ret 2045 I | Other securities | — | $3K | $66K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $24K | <0.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 5.00% | Bonds / Notes | — | — | $17K | <0.1% | |
| Participant loans 4.25% – 5.00% | Bonds / Notes | — | — | $17K | <0.1% | |
| State Street Bank & Trust Company Cash Reserve Account | Cash / Money Market | — | — | $12K | <0.1% |
