Jodie Wagner signed Southern TIER Community Health Center Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern TIER Community Health Center Network, Inc.'s EIN is 20-0013066.
Download the official 2024 Form 5500 (PDF) for Southern TIER Community Health Center Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern TIER Community Health Center Network, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2030 R6 Fund " | Other securities | — | — | $1.3M | 20.6% | |
| Principal LifeTime Hybrid 2045 R6 Fund " | Other securities | — | — | $1.0M | 16.4% | |
| Principal LifeTime Hybrid 2050 R6 Fund " | Other securities | — | — | $982K | 15.5% | |
| Principal LifeTime Hybrid 2035 R6 Fund " | Other securities | — | — | $588K | 9.3% | |
| Principal LifeTime Hybrid 2025 R6 Fund " | Other securities | — | — | $421K | 6.7% | |
| Principal LifeTime Hybrid 2040 R6 Fund " | Other securities | — | — | $392K | 6.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $345K | 5.5% | |
| Principal LifeTime Hybrid 2055 R6 Fund " | Other securities | — | — | $326K | 5.2% | |
| American Funds American Mutual Fund Class A Fund " | Mutual Funds | — | — | $275K | 4.3% | |
| American Funds New World R6 Fund " ** 426 Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $135K | 2.1% | |
| Fidelity U.S. Bond Index Fund " ** 171 PGIM High Yield R6 Fund " ** 393 PGIM Total Return Bond R6 Fund " ** 86 * Principal LifeTime Hybrid 2015 R6 Fund " ** 667 * Principal LifeTime Hybrid 2020 R6 Fund " | Common Collective Trusts | — | — | $121K | 1.9% | |
| Principal LifeTime Hybrid 2065 R6 Fund " | Other securities | — | — | $63K | 1.0% | |
| Fidelity Inflation Protection Bond Fund Mutual fund | Mutual Funds | — | — | $56K | 0.9% | |
| Participant Loans (7.75%-8.50%) - | Bonds / Notes | — | — | $53K | 0.8% | |
| Principal LifeTime Hybrid 2060 R6 Fund " | Other securities | — | — | $44K | 0.7% | |
| American Funds The New Economy Fund Class A Fund " | Mutual Funds | — | — | $37K | 0.6% | |
| American Funds New World Fund Class A Fund " | Mutual Funds | — | — | $32K | 0.5% | |
| American Funds Investment Company of America Class A Fund " | Mutual Funds | — | — | $32K | 0.5% | |
| AB Large Cap Growth Z Fund " | Other securities | — | — | $8K | 0.1% | |
| T.Rowe Price International U.S. Securities Growth Equity I Fund " | Other securities | — | — | $4K | <0.1% | |
| DFA U.S. Large Cap Value I Fund " | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds U.S. Government Money Market A Fund " | Mutual Funds | — | — | $4K | <0.1% | |
| DFA U.S. Targeted Value I Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $2K | <0.1% | |
| iShares Developing Real Estate Index K Fund " ** 501 American Funds EuroPacific Growth R6 Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1K | <0.1% | |
| American Funds American Balanced Fund Class A Fund " | 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.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
