Anastasios Markopoulos signed Bethel Methodist Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bethel Methodist Home's EIN is 13-1739921.
Download the official 2024 Form 5500 (PDF) for Bethel Methodist Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bethel Methodist Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL, LLC | 06-1517948 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $709K | 13.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $606K | 11.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $491K | 9.2% | |
| JP Morgan Funds JP Morgan Large Cap GR R6 FD | Other securities | — | — | $393K | 7.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $342K | 6.4% | |
| MFS Investment Management MFS MID Cap Value R6 Fund | Mutual Funds | — | — | $188K | 3.5% | |
| The American Funds American Funds Newprsp R6 Fnd | Mutual Funds | — | — | $182K | 3.4% | |
| Fidelity Investments Fidelity MID CP Index Fund | Common Collective Trusts | — | — | $177K | 3.3% | |
| Participant Loans Interest rate of 4.25% - 9.50% 0 | Bonds / Notes | — | — | $169K | 3.2% | |
| Fidelity Investments Fidelity INF-PR Bond Index FD | Mutual Funds | — | — | $162K | 3.0% | |
| Vanguard Group Vanguard Equity-Inc ADM Fund | Mutual Funds | — | — | $158K | 3.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $151K | 2.8% | |
| The American Funds AM FDS Europacific Grth R6 FD | Mutual Funds | — | — | $142K | 2.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $129K | 2.4% | |
| Franklin Templeton Investments Franklin Small Cap Grth R6 FD | Mutual Funds | — | — | $113K | 2.1% | |
| JP Morgan Funds JP Morgan MID Cap Growth R6 FD | Other securities | — | — | $111K | 2.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $106K | 2.0% | |
| Fidelity Investments Fidelity SM CAP Index Fund | Common Collective Trusts | — | — | $97K | 1.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $93K | 1.7% | |
| The American Funds American Funds Newworld R6 | Mutual Funds | — | — | $91K | 1.7% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 FD | Mutual Funds | — | — | $86K | 1.6% | |
| Fidelity Investments Fidelity GLB EX US Index FD | Mutual Funds | — | — | $85K | 1.6% | |
| Principal Funds Inc Prin SAM Strat Grwth Inst Port | Common Stocks | — | — | $81K | 1.5% | |
| John Hancock John Hancock Bond R6 Fund | Other securities | — | — | $74K | 1.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $73K | 1.4% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $64K | 1.2% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $62K | 1.2% | |
| Principal Global Investors Trust Co Prin LifeTime Hybr 2070 CIT R3 ** 405 * Principal Funds Inc Principal Sam Flexible Inc R3 Port | Common Collective Trusts | — | — | $61K | 1.1% | |
| Principal Funds Inc Prin SAM Cons Growth Inst Port | Common Stocks | — | — | $54K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $32K | 0.6% | |
| Principal Funds Inc Prin SAM Balanced Inst Port | Common Stocks | — | — | $26K | 0.5% | |
| Principal Funds Inc Prin SAM Cons Bal Inst Port | Common Stocks | — | — | $10K | 0.2% | |
| (E) | Other securities | — | — | $10K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $405 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $18 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
