Sharon Canull signed TEL HAI Retirement Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TEL HAI Retirement Community's EIN is 23-2039189.
Download the official 2024 Form 5500 (PDF) for TEL HAI Retirement Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TEL HAI Retirement Community's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL PLANNING, I | — | EAST PETERSBURGH, PA | INVESTMENT MANAGER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Balanced Institutional Fund N/R | Mutual Funds | — | — | $1.5M | 9.6% | |
| Vanguard 500 Index Admiral Fund N/R | Mutual Funds | — | — | $1.5M | 9.6% | |
| T. Rowe Price Capital Appreciation Fund N/R | Mutual Funds | — | — | $1.2M | 7.8% | |
| JP Morgan Large Cap Growth Fund N/R | Mutual Funds | — | — | $1.0M | 6.6% | |
| T. Rowe Price Value Fund N/R | Mutual Funds | — | — | $822K | 5.3% | |
| John Hancock Balanced Fund N/R | Mutual Funds | — | — | $821K | 5.3% | |
| Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $739K | 4.8% | |
| Vanguard Dividend Growth Fund N/R | Mutual Funds | — | — | $658K | 4.3% | |
| Vanguard Wellington Admiral Fund N/R | Mutual Funds | — | — | $630K | 4.1% | |
| Fidelity OTC Fund N/R | Mutual Funds | — | — | $592K | 3.8% | |
| T. Rowe Price Global Stock Fund N/R | Mutual Funds | — | — | $489K | 3.2% | |
| T. Rowe Price U.S. Equity Research I N/R | Mutual Funds | — | — | $463K | 3.0% | |
| Janus Henderson Balanced N N/R | Mutual Funds | — | — | $457K | 3.0% | |
| PGIM Total Return Bond R6 N/R | Mutual Funds | — | — | $431K | 2.8% | |
| T. Rowe Price New America Growth I N/R | Mutual Funds | — | — | $428K | 2.8% | |
| Victory Sycamore Established Value N/R | Mutual Funds | — | — | $418K | 2.7% | |
| Fund Mutual Fund Vanguard Small Cap Index Admiral Fund N/R | Mutual Funds | — | — | $378K | 2.5% | |
| T. Rowe Price Health Sciences Fund N/R | Mutual Funds | — | — | $364K | 2.4% | |
| Vanguard Short-Term Federal Admiral N/R | Mutual Funds | — | — | $338K | 2.2% | |
| Fund Mutual Fund Vanguard GNMA Admiral Fund N/R | Agency / Mortgage-Backed | — | — | $316K | 2.0% | |
| Vanguard Value Index Admiral Fund N/R | Mutual Funds | — | — | $310K | 2.0% | |
| Vanguard Equity-Income Fund N/R | Mutual Funds | — | — | $294K | 1.9% | |
| T. Rowe Price Mid-Cap Growth Fund N/R | Mutual Funds | — | — | $277K | 1.8% | |
| Artisan International Value Investor N/R | Mutual Funds | — | — | $205K | 1.3% | |
| Fund Mutual Fund John Hancock Disciplined Value Mid N/R | Other securities | — | — | $177K | 1.1% | |
| Vanguard Mid Cap Growth Index N/R 213 Admiral Fund * Participant Loans Interest rates: 5.25% to 9.50% $0 | Mutual Funds | — | — | $164K | 1.1% | |
| Cap Fund Mutual Fund Columbia Acorn TR Acorn Thermostat N/R | Other securities | — | — | $117K | 0.8% | |
| Vanguard Interim-Term Bond Index Fund N/R | Mutual Funds | — | — | $100K | 0.6% | |
| Money Market Fund Schwab Bank Savings Money Market N/R | Mutual Funds | — | — | $96K | 0.6% | |
| Deposit Account Mutual Fund Vanguard Short-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $95K | 0.6% | |
| Vanguard Mid Cap Value Index Fund N/R | Mutual Funds | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
