John Von ARB signed Essentia Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essentia Health's EIN is 20-0360007.
Download the official 2024 Form 5500 (PDF) for Essentia Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essentia Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $1.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $138K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual fund N/A | Mutual Funds | — | — | $331.5M | 15.1% | |
| VANGUARD TARGET RETIRE PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $234.1M | 10.7% | |
| VANGUARD TARGET RETIRE PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $216.2M | 9.9% | |
| VANGUARD TARGET RETIRE PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $178.5M | 8.2% | |
| VANGUARD TARGET RETIRE PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $177.6M | 8.1% | |
| VANGUARD TARGET RETIRE PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $147.4M | 6.7% | |
| VANGUARD TARGET RETIRE PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $143.2M | 6.5% | |
| VANGUARD TARGET RETIRE PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $126.6M | 5.8% | |
| WELLS FARGO STABLE VALUE E WELLS FARGO BANK NA · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $72.9M | 3.3% | |
| VANGUARD TARGET RETIRE PLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $69.3M | 3.2% | |
| JPMorgan Mid Cap Equity Mutual fund N/A | Other securities | — | — | $54.2M | 2.5% | |
| VANGUARD TARGET RETIRE PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $52.0M | 2.4% | |
| VANGUARD TARGET RETIRE PLUS INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $49.4M | 2.3% | |
| Charles Schwab Institutional Personal Choice Retirement Account N/A | Self-Directed Brokerage | — | — | $43.4M | 2.0% | |
| Vanguard Extended Market Index Mutual fund N/A | Mutual Funds | — | — | $41.0M | 1.9% | |
| Delaware Funds Small Cap Core Mutual fund N/A | Other securities | — | — | $31.4M | 1.4% | |
| Vanguard FTSE Social Index Mutual fund N/A | Mutual Funds | — | — | $29.4M | 1.3% | |
| Vanguard Total Bond Market Index Mutual fund N/A | Mutual Funds | — | — | $28.7M | 1.3% | |
| Notes receivable from participants Maturing 2025-2039 at interest rates of 4.16% - 9.99% - | Bonds / Notes | — | — | $20.4M | 0.9% | |
| Metropolitan West Total Return Bond Mutual fund N/A | Other securities | — | — | $16.4M | 0.7% | |
| VANGUARD TARGET RETIRE PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $15.5M | 0.7% | |
| Vanguard Total International Stock Index Mutual fund N/A | Mutual Funds | — | — | $12.8M | 0.6% | |
| Vanguard Inflation Protected Secs Mutual fund N/A | Mutual Funds | — | — | $7.7M | 0.4% | |
| T. Rowe Price International Discovery Mutual fund N/A | Other securities | — | — | $6.0M | 0.3% | |
| JPMorgan Emerging Markets Equity Mutual fund N/A | Other securities | — | — | $5.1M | 0.2% | |
| VANGUARD TARGET RETIRE PLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735981 / PN 496 | Common Collective Trust | — | — | $3.3M | 0.2% | |
| PIMCO International Bond Mutual fund N/A | Mutual Funds | — | — | $2.5M | 0.1% | |
| Vanguard Federal Money Market Money market fund N/A | Mutual Funds | — | — | $769K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $6K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $19K | — |
| GS INVESTMENTS INC | 41-1743200 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
