Old Colony Hospice, Inc.'s EIN is 04-2793637.
Download the official 2024 Form 5500 (PDF) for Old Colony Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Old Colony Hospice, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| STANDCORP FINANCIAL CORP | 93-1253576 | — | NONE | $21K | — |
| SYMPHONY RETIREMENT PARTNERS, LLC | 83-2675381 | — | NONE | $11K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA Intermediate Bond Fund R6 | Other securities | — | — | $876K | 24.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $581K | 16.1% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $507K | 14.0% | |
| Standard Stable Asset Fund D | Other securities | — | — | $453K | 12.5% | |
| Harbor Capital Appreciation Fund Retirement Class | Other securities | — | — | $298K | 8.2% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $296K | 8.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $175K | 4.9% | |
| T. Rowe Price Mid Cap Value I | Other securities | — | — | $106K | 2.9% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $95K | 2.6% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $93K | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $11K | 0.3% | |
| VOYA Small Cap Growth | Other securities | — | — | $3K | <0.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity U.S. Bonds Index | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Prudential Global Total Return | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
