KERI Shingleton signed Tower Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tower Health's EIN is 23-2201344.
Download the official 2024 Form 5500 (PDF) for Tower Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tower Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA), 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 | 35-1140070 | — | SERVICE PROVIDER | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISOR | $29K | — |
