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 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund - 3,854 shares | Common Collective Trusts | — | — | $2.1M | 19.5% | |
| AB Large Cap Growth Fund Mutual Fund - 10,046 shares | Other securities | — | — | $1.1M | 10.2% | |
| Columbia Dividend Income Fund Mutual Fund - 30,900 shares | Other securities | — | — | $1.0M | 9.5% | |
| Vanguard Total Bond Market Index Fund Mutual Fund - 93,201 shares | Common Collective Trusts | — | — | $884K | 8.2% | |
| Vanguard Total International Stock Index Fund Mutual Fund - 26,073 shares | Common Collective Trusts | — | — | $826K | 7.7% | |
| Hartford Schroders International Stock Fund Mutual Fund - 44,604 shares | Other securities | — | — | $786K | 7.3% | |
| PIMCO Income Fund Mutual Fund - 72,517 shares | Mutual Funds | — | — | $763K | 7.1% | |
| Allspring Core Plus Bond Fund Mutual Fund - 67,434 shares | Other securities | — | — | $748K | 7.0% | |
| T. Rowe Price New Horizons Fund Mutual Fund - 12,064 shares | Other securities | — | — | $673K | 6.3% | |
| Vanguard Small Cap Index Fund Mutual Fund - 5,444 shares | Common Collective Trusts | — | — | $627K | 5.8% | |
| Vanguard Mid Cap Index Fund Mutual Fund - 1,818 shares | Common Collective Trusts | — | — | $594K | 5.5% | |
| Transamerica Financial Life Ins. Co. Guaranteed investment contract, rate at 4.75% | Stable Value | — | — | $564K | 5.2% | |
| through 2029 - | Other securities | — | — | $52K | 0.5% | |
| Columbia Balanced Fund Mutual Fund - 504 shares | Other securities | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
