Eric Phillips signed Aurelia Osborn Fox Memorial Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aurelia Osborn Fox Memorial Hospital's EIN is 15-0539039.
Download the official 2024 Form 5500 (PDF) for Aurelia Osborn Fox Memorial Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aurelia Osborn Fox Memorial Hospital's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund Mutual fund - 487,717 shares | Mutual Funds | — | — | $14.4M | 24.2% | |
| Fidelity Freedom 2030 Fund Mutual fund - 390,347 shares | Mutual Funds | — | — | $6.9M | 11.5% | |
| Fidelity Freedom 2035 Fund Mutual fund - 304,149 shares | Mutual Funds | — | — | $4.8M | 8.0% | |
| Fidelity Freedom 2025 Fund Mutual fund - 265,040 shares | Mutual Funds | — | — | $3.6M | 6.1% | |
| Fidelity Freedom 2020 Fund Mutual fund - 218,245 shares | Mutual Funds | — | — | $3.1M | 5.3% | |
| Fidelity Freedom 2045 Fund Mutual fund - 222,655 shares | Mutual Funds | — | — | $3.0M | 5.0% | |
| Fidelity 500 Index Fund Mutual fund - 12,890 shares | Common Collective Trusts | — | — | $2.6M | 4.4% | |
| Fidelity Freedom 2050 Fund Mutual fund - 182,754 shares | Mutual Funds | — | — | $2.5M | 4.2% | |
| Fidelity Freedom 2055 Fund Mutual fund - 138,183 shares | Mutual Funds | — | — | $2.2M | 3.7% | |
| New York Life Insurance Company Group annuity contract | Common Stocks | — | — | $2.0M | 3.4% | |
| JPMorgan Large Cap Growth Fund Mutual fund - 19,495 shares | Other securities | — | — | $1.6M | 2.7% | |
| Allspring Core Plus Bond Fund Mutual fund - 124,285 shares | Other securities | — | — | $1.4M | 2.3% | |
| Baron Asset Fund Mutual fund - 15,048 shares | Other securities | — | — | $1.4M | 2.3% | |
| Fidelity Freedom 2060 Fund Mutual fund - 82,333 shares | Mutual Funds | — | — | $1.2M | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual fund - 20,447 shares | Common Collective Trusts | — | — | $691K | 1.2% | |
| Fidelity International Index Fund Mutual fund - 13,425 shares | Common Collective Trusts | — | — | $638K | 1.1% | |
| Fidelity Freedom 2015 Fund Mutual fund - 54,396 shares | Mutual Funds | — | — | $620K | 1.0% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $431K | 0.7% | |
| Fidelity Freedom 2065 Fund Mutual fund - 29,071 shares | Mutual Funds | — | — | $384K | 0.6% | |
| JPMorgan Equity Income Fund Mutual fund - 15,437 shares | Other securities | — | — | $370K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual fund - 30,123 shares | Common Collective Trusts | — | — | $308K | 0.5% | |
| Fidelity Freedom Income Fund Mutual fund - 26,372 shares | Mutual Funds | — | — | $278K | 0.5% | |
| T. Rowe Price Overseas Stock Fund Mutual fund - 19,936 shares | Other securities | — | — | $250K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual fund - 6,095 shares | Common Collective Trusts | — | — | $169K | 0.3% | |
| Fidelity Freedom 2010 Fund Mutual fund - 11,347 shares | Mutual Funds | — | — | $158K | 0.3% | |
| Fidelity Freedom 2070 Fund Mutual fund - 121 shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
