Marilyn MASI signed Sharon S. Richardson Community Hospice's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharon S. Richardson Community Hospice's EIN is 04-3794775.
Download the official 2025 Form 5500 (PDF) for Sharon S. Richardson Community Hospice from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sharon S. Richardson Community Hospice's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $875K | 16.3% | |
| T. Rowe Price Retirement I 2040 Fund | Other securities | — | — | $613K | 11.4% | |
| T. Rowe Price Retirement I 2030 Fund | Other securities | — | — | $539K | 10.0% | |
| T. Rowe Price Retirement I 2045 Fund | Other securities | — | — | $478K | 8.9% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $431K | 8.0% | |
| T. Rowe Price Retirement I 2035 Fund | Other securities | — | — | $371K | 6.9% | |
| T. Rowe Price Retirement I 2015 Fund ** 47 T. Rowe Price Retirement I 2025 Fund | Other securities | — | — | $309K | 5.7% | |
| T. Rowe Price Retirement I 2055 Fund | Other securities | — | — | $227K | 4.2% | |
| T. Rowe Price Retirement I 2060 Fund | Other securities | — | — | $172K | 3.2% | |
| Goldman Sachs Mid Cap Growth Fund | Other securities | — | — | $167K | 3.1% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $167K | 3.1% | |
| Dodge and Cox Stock Fund | Mutual Funds | — | — | $155K | 2.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $147K | 2.7% | |
| T. Rowe Price Retirement I 2050 Fund | Other securities | — | — | $121K | 2.3% | |
| T. Rowe Price Mid-Cap Value | Other securities | — | — | $120K | 2.2% | |
| Participants Notes receivable from participants - various - | Other securities | — | — | $109K | 2.0% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $98K | 1.8% | |
| Money market fund Goldman Sachs Government Money Market Fund | Cash / Money Market | — | — | $77K | 1.4% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $72K | 1.3% | |
| Wasatch Small Cap Growth Fund | Other securities | — | — | $32K | 0.6% | |
| T. Rowe Price Retirement Balanced I Fund | Other securities | — | — | $30K | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $23K | 0.4% | |
| T. Rowe Price Retirement I 2065 Fund | Other securities | — | — | $14K | 0.3% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Beacon Small Cap Value Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
