Mark J Loiselle signed Saint Elizabeth Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Elizabeth Community's EIN is 05-0457342.
Download the official 2024 Form 5500 (PDF) for Saint Elizabeth Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Elizabeth Community's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Dt Ret Fd | Mutual Funds | — | — | $2.7M | 17.7% | |
| American Funds 2025 Trgt Dt Ret Fd | Mutual Funds | — | — | $2.1M | 13.4% | |
| American Funds 2045 Trgt Dt Ret Fd | Mutual Funds | — | — | $1.7M | 11.0% | |
| American Funds 2035 Trgt Dt Ret Fd | Mutual Funds | — | — | $1.6M | 10.2% | |
| American Funds 2040 Trgt Dt Ret Fd | Mutual Funds | — | — | $1.5M | 9.6% | |
| American Funds 2050 Trgt Dt Ret Fd | Mutual Funds | — | — | $863K | 5.6% | |
| American Funds 2055 Trgt Dt Ret Fd | Mutual Funds | — | — | $742K | 4.8% | |
| Empower Trust Guaranteed Interest Account | Other securities | — | — | $712K | 4.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $520K | 3.4% | |
| American Funds 2060 Trgt Dt Ret Fd | Mutual Funds | — | — | $398K | 2.6% | |
| American Funds 2010 Trgt Dt Ret Fd | Mutual Funds | — | — | $326K | 2.1% | |
| AB Large Cap Growth ADV | Other securities | — | — | $318K | 2.1% | |
| American Funds 2020 Trgt Dt Ret Fd | Mutual Funds | — | — | $313K | 2.0% | |
| Participant loans Interest rates ranging from 3.25% to 8.50%, due to | Bonds / Notes | — | — | $259K | 1.7% | |
| American Funds 2065 Trgt Dt Ret Fd | Mutual Funds | — | — | $156K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $154K | 1.0% | |
| BlackRock Total Return Fund | Other securities | — | — | $151K | 1.0% | |
| MFS Intl Diversification Fund | Mutual Funds | — | — | $134K | 0.9% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $133K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $123K | 0.8% | |
| American Funds 2015 Trgt Dt Ret Fd | Mutual Funds | — | — | $87K | 0.6% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $53K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Allspring Spec Mid CP Val Fd | Mutual Funds | — | — | $24K | 0.2% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $20K | 0.1% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $15K | <0.1% | |
| Principal Small cap growth I Inst | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | THIRD PARTY ADMINISTRATO | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN | 22-2428965 | — | ACCOUNTING & AUDITING | $34K | — |
