James Nobles signed North Penn Comprehensive Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Penn Comprehensive Health Services' EIN is 23-1889724.
Download the official 2024 Form 5500 (PDF) for North Penn Comprehensive Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Penn Comprehensive Health Services' plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $1.9M | 21.8% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $1.3M | 14.7% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $828K | 9.4% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $819K | 9.3% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $708K | 8.0% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $499K | 5.6% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $424K | 4.8% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $386K | 4.4% | |
| Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $348K | 3.9% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $266K | 3.0% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $189K | 2.1% | |
| Vanguard Target Retirement 2070 N/R 280 American Funds New World Class R6 Fund N/R | Mutual Funds | — | — | $154K | 1.7% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $139K | 1.6% | |
| American Funds American Balanced Class R6 Fund N/R | Mutual Funds | — | — | $131K | 1.5% | |
| Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $114K | 1.3% | |
| Fully Benefit-Responsive Investment Contract * Lincoln Financial Group Stable Value Account N/R | Stable Value | — | — | $113K | 1.3% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $101K | 1.1% | |
| Columbia Dividend Income Class I3 Fund N/R | Other securities | — | — | $88K | 1.0% | |
| Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $74K | 0.8% | |
| Blackrock Mid Cap Growth Equity Class K Fund N/R | Other securities | — | — | $71K | 0.8% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $68K | 0.8% | |
| MFS International Equity Fund N/R | Mutual Funds | — | — | $47K | 0.5% | |
| Federated Hermes Total Return Bond Class R6 Fund N/R | Other securities | — | — | $20K | 0.2% | |
| Vanguard Explorer Admiral Shares N/R | Mutual Funds | — | — | $16K | 0.2% | |
| MFS Mid Cap Value Class R6 N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Inflation Protected Bond Fund N/R 945 Franklin Small Cap Value Class R6 N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
