BETH Ross signed Saint Vincent Health System's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Vincent Health System's EIN is 25-1406710.
Download the official 2022 Form 5500 (PDF) for Saint Vincent Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Saint Vincent Health System's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | INVESTMENT ADVISOR | $42K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| HBK SORCE ADVISORY LLC |
| 34-1925728 |
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
