Paul Trainor signed Concord Hospital, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concord Hospital, Inc.'s EIN is 22-2594672.
Download the official 2024 Form 5500 (PDF) for Concord Hospital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concord Hospital, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a self-directed brokerage window, a 403(b) annuity, 403(b) custodial accounts.
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 | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Funds Growth Fund – Class R6 – | Mutual Funds | — | — | $41.9M | 15.6% | |
| Vanguard Institutional Index Fund – | Common Collective Trusts | — | — | $32.3M | 12.0% | |
| Vanguard Total International Stock Index Fund – | Common Collective Trusts | — | — | $19.4M | 7.2% | |
| T. Rowe Price Retirement I 2040 Fund – I Class – | Other securities | — | — | $16.2M | 6.0% | |
| T. Rowe Price Retirement I 2030 Fund – I Class – | Other securities | — | — | $15.7M | 5.8% | |
| Touchstone Mid Cap Growth Fund – | Other securities | — | — | $14.3M | 5.3% | |
| T. Rowe Price Retirement I 2035 Fund – I Class – | Other securities | — | — | $12.4M | 4.6% | |
| T. Rowe Price Retirement I 2045 Fund – I Class – | Other securities | — | — | $12.1M | 4.5% | |
| T. Rowe Price Retirement I 2050 Fund – I Class – | Other securities | — | — | $11.5M | 4.3% | |
| Vanguard Total Bond Market Index Fund – | Common Collective Trusts | — | — | $10.9M | 4.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Plus Account III – | Common Stocks | — | — | $10.6M | 3.9% | |
| T. Rowe Price Retirement I 2025 Fund – I Class – | Other securities | — | — | $9.6M | 3.6% | |
| Victory Sycamore Established Value Fund – Class R6 – | Other securities | — | — | $9.1M | 3.4% | |
| American Funds Washington Mutual Investors Fund – R6 – | Mutual Funds | — | — | $8.6M | 3.2% | |
| Vanguard Extended Market Index Fund – | Common Collective Trusts | — | — | $8.1M | 3.0% | |
| Invesco Main Street Fund R6 – | Mutual Funds | — | — | $7.4M | 2.7% | |
| Vanguard Federal Money Market Fund $ – | Mutual Funds | — | — | $6.2M | 2.3% | |
| T. Rowe Price Retirement I 2055 Fund – I Class – | Other securities | — | — | $5.3M | 2.0% | |
| T. Rowe Price Retirement I 2060 Fund – I Class – | Other securities | — | — | $3.6M | 1.3% | |
| Dodge & Cox Dodge & Cox Income I – | Mutual Funds | — | — | $3.3M | 1.2% | |
| T. Rowe Price Retirement I 2020 Fund – I Class – | Other securities | — | — | $3.0M | 1.1% | |
| Wells Fargo Precious Metals Fund Class A – 111 – | Other securities | — | — | $2.3M | 0.8% | |
| American Funds EuroPacific R6 – | Mutual Funds | — | — | $2.1M | 0.8% | |
| secured by participant account balances – | Other securities | — | — | $1.4M | 0.5% | |
| T. Rowe Price Retirement I 2015 Fund – I Class – | Other securities | — | — | $712K | 0.3% | |
| T. Rowe Price Retirement I 2065 Fund – I Class – | Other securities | — | — | $687K | 0.3% | |
| T. Rowe Price Retirement I 2010 Fund – I Class – | Other securities | — | — | $336K | 0.1% | |
| T. Rowe Price Retirement I 2005 Fund – I Class – | Other securities | — | — | $255K | <0.1% | |
| Fidelity Investments Cash Reserves External Fund – | Mutual Funds | — | — | $226K | <0.1% | |
| Fidelity Investments 500 Index Institutional Prem – | Common Collective Trusts | — | — | $185K | <0.1% | |
| Fidelity Investments Contrafund II – | Mutual Funds | — | — | $139K | <0.1% | |
| Oakmark Funds Oakmark Fund – | Other securities | — | — | $117K | <0.1% | |
| DFA Short Duration Real Return Instl – | Mutual Funds | — | — | $116K | <0.1% | |
| Fidelity Investments Investment Grade – | Mutual Funds | — | — | $87K | <0.1% | |
| FMI Fund Investor Class – | Other securities | — | — | $86K | <0.1% | |
| Dimensional Advisor US Small Cap Value Port – | Mutual Funds | — | — | $78K | <0.1% | |
| Fidelity Investments New Millennium – | Mutual Funds | — | — | $61K | <0.1% | |
| Fidelity Investments Int'l Bond Index Fund – | Common Collective Trusts | — | — | $59K | <0.1% | |
| Vanguard 500 Index Fund Admiral Shares – | Common Collective Trusts | — | — | $56K | <0.1% | |
| Baird Core Plus Bond Fund CL International – | Other securities | — | — | $52K | <0.1% | |
| Guggenheim Total Return Bond – | Mutual Funds | — | — | $52K | <0.1% | |
| Loomis Sayles Core Plus Bond Fund Class Y – | Other securities | — | — | $51K | <0.1% | |
| Madison Funds Mid Cap $ – | Other securities | — | — | $47K | <0.1% | |
| Fidelity Investments Worldwide – | Mutual Funds | — | — | $46K | <0.1% | |
| Toreador Explorer Class Investor – | Other securities | — | — | $42K | <0.1% | |
| T. Rowe Price Blue Chip Growth – | Other securities | — | — | $42K | <0.1% | |
| Fidelity Investments Zero Total Market Index – | Common Collective Trusts | — | — | $40K | <0.1% | |
| Dimensional Investment Group International Value ETF – | Mutual Funds | — | — | $39K | <0.1% | |
| Dimensional Advisor Emerging Markets Value – | Mutual Funds | — | — | $33K | <0.1% | |
| DFA International Small Cap Value Portfolio Institutional Class – | Mutual Funds | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
