Sean Monahan signed The Guthrie Clinic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Guthrie Clinic's EIN is 23-3055017.
Download the official 2024 Form 5500 (PDF) for The Guthrie Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Guthrie Clinic'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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $402K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Target Retirement 2030 Registered investment company | Mutual Funds | — | — | $77.7M | 12.3% | |
| Vanguard Inst Target Retirement 2035 Registered investment company | Mutual Funds | — | — | $70.5M | 11.2% | |
| Vanguard Inst Target Retirement 2045 Registered investment company | Mutual Funds | — | — | $57.3M | 9.1% | |
| Vanguard Inst Target Retirement 2040 Registered investment company | Mutual Funds | — | — | $54.0M | 8.6% | |
| Vanguard Inst Target Retirement 2025 Registered investment company | Mutual Funds | — | — | $53.4M | 8.5% | |
| Vanguard Inst Target Retirement 2050 Registered investment company | Mutual Funds | — | — | $51.4M | 8.2% | |
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $46.3M | 7.4% | |
| Vanguard Inst Target Retirement 2055 Registered investment company | Mutual Funds | — | — | $37.5M | 6.0% | |
| Harbor Capital Appreciation Investment Registered investment company | Common Stocks | — | — | $23.5M | 3.7% | |
| Vanguard Inst Target Retirement 2060 Registered investment company | Mutual Funds | — | — | $17.8M | 2.8% | |
| Vanguard Inst Target Retirement 2020 Registered investment company | Mutual Funds | — | — | $16.3M | 2.6% | |
| Lincoln - Fixed Account Annuity Contracts | Other securities | — | — | $15.1M | 2.4% | |
| Dodge & Cox Stock Registered investment company | Mutual Funds | — | — | $13.5M | 2.1% | |
| Vanguard Federal Money Market Money Market | Mutual Funds | — | — | $9.1M | 1.5% | |
| Fidelity Small Cap Index Registered investment company | Mutual Funds | — | — | $8.7M | 1.4% | |
| Vanguard Inst Target Retirement Income Registered investment company | Mutual Funds | — | — | $8.1M | 1.3% | |
| DFA US Targeted Value Portfolio Institutional Class Registered investment company | Mutual Funds | — | — | $7.2M | 1.1% | |
| maturing at various dates through August 2040 | Other securities | — | — | $6.3M | 1.0% | |
| Vanguard Inst Target Retirement 2065 Registered investment company | Mutual Funds | — | — | $6.0M | 1.0% | |
| Dodge & Cox Intl Stock Registered investment company | Mutual Funds | — | — | $5.3M | 0.8% | |
| Meridian Small Cap Growth Institutional Registered investment company | Common Stocks | — | — | $4.5M | 0.7% | |
| Fidelity U.S. Bond Index Fund Registered investment company | Common Collective Trusts | — | — | $3.2M | 0.5% | |
| Fidelity Global XUS Index Fund Registered investment company | Common Collective Trusts | — | — | $2.4M | 0.4% | |
| William Blair International Growth Registered investment company | Common Stocks | — | — | $2.3M | 0.4% | |
| Westwood Quality Small Cap Institutional Registered investment company | Common Stocks | — | — | $2.0M | 0.3% | |
| LVIP SSGA S&P 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $1.8M | 0.3% | |
| Fidelity Growth Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $1.4M | 0.2% | |
| CREF Growth Registered investment company | Mutual Funds | — | — | $1.2M | 0.2% | |
| American Funds Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 0.2% | |
| Fidelity Contrafund Portfolio Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 0.2% | |
| TIAA Traditional Annuity Contracts | Mutual Funds | — | — | $981K | 0.2% | |
| CREF Stock Registered investment company | Mutual Funds | — | — | $935K | 0.1% | |
| CREF Equity Index Registered investment company | Common Collective Trusts | — | — | $687K | 0.1% | |
| CREF Global Equities Registered investment company | Mutual Funds | — | — | $640K | 0.1% | |
| PIMCO All Asset Inst Registered investment company | Mutual Funds | — | — | $564K | <0.1% | |
| LVIP Baron Growth Opportunities Pooled Separate Account | Pooled Separate Accounts | — | — | $436K | <0.1% | |
| M&N Pro Blend Extended Term Series Class R Registered investment company | Common Stocks | — | — | $404K | <0.1% | |
| Transamerica Insurance Company General Account Annuity Contracts | Common Stocks | — | — | $387K | <0.1% | |
| NB AMT Sustainable EQ Port Pooled Separate Account | Pooled Separate Accounts | — | — | $354K | <0.1% | |
| Janus Henderson GLB Research Pooled Separate Account | Pooled Separate Accounts | — | — | $286K | <0.1% | |
| LVIP T.Rowe Price Structured Pooled Separate Account | Pooled Separate Accounts | — | — | $260K | <0.1% | |
| CREF Core Bond Registered investment company | Mutual Funds | — | — | $255K | <0.1% | |
| CREF Money Market Money Market | Mutual Funds | — | — | $245K | <0.1% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $198K | <0.1% | |
| LVIP Macquire US REIT Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $198K | <0.1% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INS. CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $151K | <0.1% | |
| Fidelity Asset Manager Pooled Separate Account | Pooled Separate Accounts | — | — | $150K | <0.1% | |
| CREF Social Choice Registered investment company | Mutual Funds | — | — | $145K | <0.1% | |
| M&N Pro Blend Maximum Term Series Class R Registered investment company | Common Stocks | — | — | $142K | <0.1% | |
| Macquire VIP Small Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
