Michael Derrick signed Bristol Hospice's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bristol Hospice's EIN is 20-3688586.
Download the official 2024 Form 5500 (PDF) for Bristol Hospice from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bristol Hospice's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | 87-0526413 | — | INVESTMENT ADVISOR | $133K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SIA TARGET DATE 2035 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $4.8M | 9.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 9.8% | |
| SIA TARGET DATE 2030 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $4.4M | 8.9% | |
| SIA TARGET DATE 2045 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.7% | |
| SIA TARGET DATE 2050 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.3% | |
| SIA TARGET DATE 2040 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $3.4M | 6.9% | |
| SIA TARGET DATE 2025 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.1% | |
| Fidelity Investments Fidelity NASDAQ Composite Index R | Mutual Funds | — | — | $2.9M | 6.0% | |
| T. Rowe Price Funds T.Rowe Price Retirement Income | Other securities | — | — | $2.6M | 5.4% | |
| SIA TARGET DATE 2020 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.3% | |
| SIA TARGET DATE 2055 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| Common Trust Fund Morley Capital Management, Inc. Stable Value Fund Value C1 50-I | Stable Value | — | — | $1.4M | 2.9% | |
| Fidelity Investments Fidelity Emerging Markets | Mutual Funds | — | — | $946K | 1.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $946K | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $927K | 1.9% | |
| Harris Associates L.P. Oakmark I | Other securities | — | — | $811K | 1.7% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $804K | 1.6% | |
| Vanguard Emerging Mkts Stock IDX I | Common Collective Trusts | — | — | $775K | 1.6% | |
| SIA LARGE CAP GROWTH ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $675K | 1.4% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $602K | 1.2% | |
| Vanguard Small Cap Index I | Mutual Funds | — | — | $596K | 1.2% | |
| Massachusetts Financial Services MFS Mid Cap Value R4 | Mutual Funds | — | — | $579K | 1.2% | |
| Vanguard Developed Markets IDX INSTL | Common Collective Trusts | — | — | $529K | 1.1% | |
| Artisan Funds, Inc. Artisan Mid Cap Investor | Common Stocks | — | — | $378K | 0.8% | |
| JP Morgan Funds Vanguard Total Bond Market Index I | Mutual Funds | — | — | $367K | 0.7% | |
| SIA TARGET DATE 2060 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $343K | 0.7% | |
| T. Rowe Price Funds T.Rowe Price Retirement 2015 | Other securities | — | — | $315K | 0.6% | |
| T. Rowe Price Funds T.Rowe Price Retirement 2005 | Other securities | — | — | $277K | 0.6% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index M | Mutual Funds | — | — | $271K | 0.6% | |
| PIMCO Income Instl | Mutual Funds | — | — | $264K | 0.5% | |
| Harris Associates L.P. Oakmark International I | Other securities | — | — | $255K | 0.5% | |
| Janus Henderson Triton Fund Janus Triton N | Mutual Funds | — | — | $237K | 0.5% | |
| T. Rowe Price Funds T.Rowe Price Retirement 2010 | Other securities | — | — | $224K | 0.5% | |
| William Blair & Company, LLC William Blair International Growth N | Common Stocks | — | — | $216K | 0.4% | |
| Wasatch Global Investors Wasatch Small Cap Value Institutional | Other securities | — | — | $184K | 0.4% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $100K | 0.2% | |
| Adirondack Small Cap | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
