Paul Scherrah signed Clarion Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarion Hospital's EIN is 25-1010039.
Download the official 2024 Form 5500 (PDF) for Clarion Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarion Hospital's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAGASSO FINANCIAL ADVISORS | 25-1773014 | — | INVESTMENT ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century One Choice 2030 N/R | Mutual Funds | — | — | $2.3M | 20.7% | |
| I American Century American Century One Choice 2035 N/R | Other securities | — | — | $1.4M | 12.7% | |
| I American Century American Century One Choice 2040 N/R | Other securities | — | — | $864K | 7.7% | |
| I Federated Hermes Total Rturn Bd N/R | Other securities | — | — | $595K | 5.3% | |
| R6 Fidelity 500 Index N/R | Common Collective Trusts | — | — | $556K | 5.0% | |
| American Century American Century One Choice 2025 N/R | Other securities | — | — | $542K | 4.8% | |
| I Vanguard Equity Income Adm N/R | Mutual Funds | — | — | $535K | 4.8% | |
| American Century American Century One Choice 2060 N/R | Other securities | — | — | $431K | 3.9% | |
| I American Century American Century One Choice 2050 N/R | Other securities | — | — | $422K | 3.8% | |
| I American Century American Century One Choice 2045 N/R | Other securities | — | — | $384K | 3.4% | |
| I MFS Growth Fund R4 N/R | Mutual Funds | — | — | $371K | 3.3% | |
| American Century American Century One Ch In Rtment I | Other securities | — | — | $347K | 3.1% | |
| Rtment I Federated Hermes Inst High Yield N/R | Other securities | — | — | $231K | 2.1% | |
| Bd IS American Century American Century One Choice 2055 N/R | Other securities | — | — | $223K | 2.0% | |
| I Legg Mason BrdwnGLB Gl Opportunities Bond I N/R | Other securities | — | — | $216K | 1.9% | |
| MFS Intl Diversification R4 N/R | Mutual Funds | — | — | $192K | 1.7% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $181K | 1.6% | |
| Fidelity Advisor Focus Emerging N/R | Mutual Funds | — | — | $158K | 1.4% | |
| Markets Z Loomis Sayles Loomis Sayles Small Cap Gr Instl N/R | Other securities | — | — | $151K | 1.4% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $142K | 1.3% | |
| contracts * Participant Loans Interest Rates 4.25% - 9.50% $0 | Bonds / Notes | — | — | $124K | 1.1% | |
| Insurance Total guaranteed investment | Other securities | — | — | $96K | 0.9% | |
| s * Transamerica Life Ins. Co. Transamerica Guaranteed N/R | Guaranteed Income / GIC | — | — | $62K | 0.6% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $61K | 0.5% | |
| Adm Fidelity Small Cap Index N/R | Mutual Funds | — | — | $53K | 0.5% | |
| Blackrock Mid- Cap Gr Equity Instl N/R | Other securities | — | — | $51K | 0.5% | |
| MFS Moderate Allocation R4 N/R | Mutual Funds | — | — | $39K | 0.3% | |
| Allspring Mid Cap Value I N/R | Other securities | — | — | $36K | 0.3% | |
| Investment Option * Transamerica Financial Life TFLIC Stable/General Account N/R | Other securities | — | — | $34K | 0.3% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
