Cheryl Fisher signed Good Shepherd Rehabilitation Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Good Shepherd Rehabilitation Network's EIN is 23-1371947.
Download the official 2024 Form 5500 (PDF) for Good Shepherd Rehabilitation Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Good Shepherd Rehabilitation Network's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $412K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT | 75-3204798 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOOD SHEPHERD REHABILITATION NETWOR | 23-1371947 | — | OTHER SERVICES | $0 | — |
| BAKER TILLY US, LLP | 39-0859910 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company Principal LifeTime 2045 Institutional Fund N/R | Common Stocks | — | — | $19.9M | 11.1% | |
| Principal Trust Company Principal LifeTime 2035 Institutional Fund N/R | Common Stocks | — | — | $19.5M | 10.9% | |
| Principal Trust Company Principal LifeTime 2050 Institutional Fund N/R | Common Stocks | — | — | $17.8M | 9.9% | |
| Fund Vanguard Group Vanguard TL Stock Market Index Admiral N/R | Common Collective Trusts | — | — | $14.8M | 8.3% | |
| Principal Trust Company Principal LifeTime 2055 Institutional Fund N/R | Common Stocks | — | — | $13.6M | 7.6% | |
| Principal Trust Company Principal LifeTime 2025 Institutional Fund N/R | Common Stocks | — | — | $13.1M | 7.3% | |
| Principal Trust Company Principal LifeTime 2030 Institutional Fund N/R | Common Stocks | — | — | $12.1M | 6.7% | |
| Principal Trust Company Principal LifeTime 2060 Institutional Fund N/R | Common Stocks | — | — | $5.2M | 2.9% | |
| Fund Harbor Capital Advisors Harbor Capital Appreciation Retirement Fund N/R | Other securities | — | — | $4.1M | 2.3% | |
| Principal Trust Company Principal LifeTime 2020 Institutional Fund N/R | Common Stocks | — | — | $4.1M | 2.3% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $3.6M | 2.0% | |
| Principal Trust Company Principal Large Cap Growth I Institutional N/R | Common Stocks | — | — | $3.4M | 1.9% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $3.1M | 1.7% | |
| Fully Benefit-Responsive * Principal Trust Company Principal Fixed Income Guaranteed Option N/R | Common Stocks | — | — | $3.0M | 1.7% | |
| American Funds American Funds Washington Mutual R6 N/R | Mutual Funds | — | — | $2.5M | 1.4% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral N/R | Mutual Funds | — | — | $2.4M | 1.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% | Bonds / Notes | — | — | $2.4M | 1.3% | |
| Institutional Fund Vanguard Group Vanguard Explorer Admiral Fund N/R | Mutual Funds | — | — | $2.3M | 1.3% | |
| Fidelity Management & Fidelity Total Int Index Fund N/R | Common Collective Trusts | — | — | $2.0M | 1.1% | |
| Research JP Morgan Investment Mgmt JP MORGAN CORE PLUS BOND R6 FD N/R | Other securities | — | — | $1.6M | 0.9% | |
| John Hancock Advisors, LLC John Hancock Disciplined Value R6 Fund N/R | Other securities | — | — | $1.6M | 0.9% | |
| American Funds American Funds EuroPacific Growth R6 N/R | Mutual Funds | — | — | $1.4M | 0.8% | |
| Institutional Fund * Principal Trust Company Principal LifeTime 2015 Institutional Fund N/R | Common Stocks | — | — | $1.2M | 0.7% | |
| Principal Trust Company Principal LifeTime 2065 Institutional Fund N/R | Common Stocks | — | — | $1.2M | 0.6% | |
| Inc. Hartford Mutual Funds Hart Schrd Int Mltcp VL SDR FD N/R | Common Stocks | — | — | $770K | 0.4% | |
| Fund American Beacon American Beacon Small Cap Value N/R | Other securities | — | — | $767K | 0.4% | |
| Principal Trust Company Principal Life Time Straight Income N/R | Common Stocks | — | — | $722K | 0.4% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $586K | 0.3% | |
| Institutional Fund * Principal Global Investors Core Fixed Income Institutional Fund N/R | Other securities | — | — | $393K | 0.2% | |
| Fund Harding Loevner LP Harding Loevner International Equity N/R | Other securities | — | — | $313K | 0.2% | |
| Fund DWS RREEF REAL ASSETS R6 FUND N/R | Other securities | — | — | $275K | 0.2% | |
| Empower Trust Company, LLC Empower Moderately Aggressive Profile N/R | Common Stocks | — | — | $234K | 0.1% | |
| s * Empower Trust Company, LLC Empower Moderate Profile Portfolio Fund N/R | Pooled Separate Accounts | — | — | $190K | 0.1% | |
| Empower Trust Company, LLC Empower Conservative Profile Portfolio Fund N/R | Common Stocks | — | — | $88K | <0.1% | |
| Portfolio Fund * Empower Trust Company, LLC Empower Aggressive Profile Portfolio Fund N/R | Common Stocks | — | — | $71K | <0.1% | |
| Principal Trust Company Principal LifeTime 2070 Institutional Fund N/R | Common Stocks | — | — | $41K | <0.1% | |
| (E) | Other securities | — | — | $41K | <0.1% | |
| Portfolio Fund * Empower Trust Company, LLC Empower Moderately Conservative Profile N/R | Common Stocks | — | — | $3K | <0.1% |
