Lifespan Corporation's EIN is 22-2861978.
Download the official 2023 Form 5500 (PDF) for Lifespan Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lifespan Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $369K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $221K | — |
| RESOURCE INVESTMENT ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Growth Company Pool A 2,162,727.681 shares | Mutual Funds | — | — | $111.5M | 11.9% | |
| Fidelity Investments Fidelity 500 Index Fund 510,464.327 shares | Common Collective Trusts | — | — | $84.5M | 9.0% | |
| Vanguard Group Institutional Target Retirement Fund 2050 834,425.142 shares | Mutual Funds | — | — | $74.1M | 7.9% | |
| Vanguard Group Institutional Target Retirement Fund 2030 922,201.379 shares | Mutual Funds | — | — | $70.1M | 7.5% | |
| Vanguard Group Institutional Target Retirement Fund 2045 755,632.519 shares | Mutual Funds | — | — | $66.2M | 7.1% | |
| Vanguard Group Institutional Target Retirement Fund 2040 711,884.020 shares | Mutual Funds | — | — | $60.4M | 6.5% | |
| Vanguard Group Institutional Target Retirement Fund 2035 724,452.882 shares | Mutual Funds | — | — | $58.0M | 6.2% | |
| Vanguard Group Institutional Target Retirement Fund 2025 788,793.866 shares | Mutual Funds | — | — | $57.8M | 6.2% | |
| Vanguard Group Institutional Target Retirement Fund 2060 722,989.817 shares | Mutual Funds | — | — | $41.2M | 4.4% | |
| Vanguard Group Institutional Target Retirement Fund 2020 482,884.044 shares | Mutual Funds | — | — | $33.9M | 3.6% | |
| Baird Core Plus Bond Fund 2,680,768.800 shares | Other securities | — | — | $27.3M | 2.9% | |
| MFS Investment Management MFS Value Fund R4 433,125.127 shares | Mutual Funds | — | — | $20.5M | 2.2% | |
| Vanguard Group Mid-Cap Index Fund 305,339.843 shares | Common Collective Trusts | — | — | $19.4M | 2.1% | |
| Vanguard Group Developed Markets Index Fund 1,188,700.005 shares | Common Collective Trusts | — | — | $18.3M | 2.0% | |
| American Funds EuroPacific Growth Fund 318,711.147 shares | Mutual Funds | — | — | $17.4M | 1.9% | |
| Vanguard Group Small-Cap Index Fund 153,673.808 shares | Common Collective Trusts | — | — | $15.7M | 1.7% | |
| Fidelity Investments Fidelity Money Market Fund 15,136,589.880 shares | Mutual Funds | — | — | $15.1M | 1.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund 1,214,750.232 shares | Common Collective Trusts | — | — | $12.7M | 1.4% | |
| Self-directed accounts held by Fidelity Investments Fidelity BrokerageLink — | Self-Directed Brokerage | — | — | $10.0M | 1.1% | |
| Vanguard Group Institutional Target Retirement Fund 2065 217,503.557 shares | Mutual Funds | — | — | $7.6M | 0.8% | |
| Vanguard Group Institutional Target Retirement Income Fund 83,349.819 shares | Mutual Funds | — | — | $5.3M | 0.6% | |
| BlackRock Mid-Cap Growth Equity Fund-Class K 533,264.781 shares | Other securities | — | — | $5.1M | 0.5% | |
| Cohen & Steers Realty Fund 47,389.439 shares | Other securities | — | — | $3.0M | 0.3% | |
| MFS Investment Management MFS New Discovery Value Fund 148,403.418 shares | Mutual Funds | — | — | $2.6M | 0.3% | |
| Vanguard Group Institutional Target Retirement Fund 2070 11,852.604 shares | Mutual Funds | — | — | $253K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| ADVISOR/CONSULTANT |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY LLP | 16-0764720 | — | LEGAL | $9K | — |
