Sandy Netto signed Samaritan Medical Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samaritan Medical Center's EIN is 15-0533577.
Download the official 2024 Form 5500 (PDF) for Samaritan Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samaritan Medical Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
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 | |||||
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH (W SERIES) R WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $35.4M | 16.9% | |
| Columbia Dividend Income Fund Mutual fund - 832,951 shares | Other securities | — | — | $27.5M | 13.1% | |
| Vanguard 500 Index Fund Mutual fund - 48,882 shares | Common Collective Trusts | — | — | $26.5M | 12.7% | |
| Hartford Schroders International Stock Fund Mutual fund - 943,137 shares | Other securities | — | — | $16.6M | 7.9% | |
| WILMINGTON/METLIFE STABLE CLASS K METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $14.5M | 6.9% | |
| ALLSPRING CORE PLUS BOND D1 SEI · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $14.1M | 6.7% | |
| T. Rowe Price New Horizons Fund Mutual fund - 219,130 shares | Other securities | — | — | $12.2M | 5.8% | |
| Vanguard Small Cap Index Fund Mutual fund - 105,510 shares | Common Collective Trusts | — | — | $12.2M | 5.8% | |
| Vanguard Total International Stock Index Fund Mutual fund - 373,809 shares | Common Collective Trusts | — | — | $11.8M | 5.7% | |
| Vanguard Total Bond Market Index Fund Mutual fund - 1,167,558 shares | Common Collective Trusts | — | — | $11.1M | 5.3% | |
| PIMCO Income Fund Mutual fund - 1,033,003 shares | Mutual Funds | — | — | $10.9M | 5.2% | |
| Vanguard Mid Cap Index Fund Mutual fund - 28,511 shares | Common Collective Trusts | — | — | $9.3M | 4.4% | |
| maturing through 2029 - | Other securities | — | — | $3.4M | 1.6% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $564K | 0.3% | |
| State Street Bank and Trust Company Cash reserve account | Cash / Money Market | — | — | $170K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $0 | — |
