Stephanie Krukar signed Copley Health Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copley Health Systems, Inc.'s EIN is 03-0301457.
Download the official 2024 Form 5500 (PDF) for Copley Health Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copley Health Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG ADVISORS, INC | — | LAKEWOOD RANCH, FL | NONE | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $10.6M | 20.7% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $7.9M | 15.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $5.9M | 11.5% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $4.3M | 8.4% | |
| Common Trust Fund Apex Guaranteed Fixed Int Y | Common Collective Trusts | — | — | $3.9M | 7.7% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $3.1M | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $3.1M | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.8M | 5.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.3M | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $906K | 1.8% | |
| Participant Loans Participant loans Participant loans with interest rates of 4.25% – 9.50% | Bonds / Notes | — | — | $847K | 1.7% | |
| Self-Directed Brokerage Accounts Charles Schwabb Trust SDB Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $722K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $604K | 1.2% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $582K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $535K | 1.0% | |
| Blackrock Science & Technology Opportunities Fund | Other securities | — | — | $467K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $294K | 0.6% | |
| PGIM Investments PGIM Total Return Bond R6 | Other securities | — | — | $216K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $173K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $156K | 0.3% | |
| JPMorgan U.S. Value R6 | Other securities | — | — | $144K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $66K | 0.1% | |
| Hartford Strategic Inc R6 | Mutual Funds | — | — | $65K | 0.1% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $43K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | <0.1% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Other securities | — | — | $36K | <0.1% | |
| T. Rowe Price T. Rowe Price Government Money I | Other securities | — | — | $19K | <0.1% | |
| Brown Advisory Sustainable Growth Fund I | Other securities | — | — | $18K | <0.1% | |
| Blackrock Emerging Mkts K | Other securities | — | — | $13K | <0.1% | |
| Cohen and Steers Cohen & Steers Instl Realty Shares | Other securities | — | — | $7K | <0.1% |
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 | — | NONE | $150 | — |
