James McManus signed Adena Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adena Health System's EIN is 31-4379443.
Download the official 2024 Form 5500 (PDF) for Adena Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adena Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $312K | — |
| VARIABLE ANNUITY LIFE INS CO. | 74-1625348 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $25.1M | 10.4% | |
| VALIC Trust Company Inc. Vanguard Wellington Admiral | Mutual Funds | — | — | $24.0M | 10.0% | |
| VALIC Trust Company Inc. VALIC Fixed Interest | Common Stocks | — | — | $19.1M | 8.0% | |
| Vanguard Extended Market Index IN | Mutual Funds | — | — | $16.6M | 6.9% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $13.5M | 5.6% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | — | $13.3M | 5.5% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $12.1M | 5.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $11.4M | 4.7% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $11.2M | 4.6% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | — | $10.8M | 4.5% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $9.9M | 4.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $9.8M | 4.1% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | — | $5.9M | 2.5% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $5.4M | 2.2% | |
| The Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $4.9M | 2.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $4.5M | 1.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $4.1M | 1.7% | |
| MFS Value R6 | Mutual Funds | — | — | $3.8M | 1.6% | |
| The Variable Annuity Life Insurance Company Vanguard Wellington Fund, Inc | Mutual Funds | — | — | $3.5M | 1.5% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $3.2M | 1.3% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 1.2% | |
| Stock Index Fund | Common Collective Trusts | — | — | $2.8M | 1.1% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | — | $2.6M | 1.1% | |
| Participants Participant notes receivable earning interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $2.5M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | — | $1.9M | 0.8% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $1.7M | 0.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.5M | 0.6% | |
| Principal Small Cap Grwth I R6 | Other securities | — | — | $1.4M | 0.6% | |
| Vanguard Federal M Market | Mutual Funds | — | — | $970K | 0.4% | |
| Science & Technology Fund | Other securities | — | — | $959K | 0.4% | |
| The Variable Annuity Life Insurance Company Short Term Fixed Account | Common Stocks | — | — | $878K | 0.4% | |
| Small Cap Value Fund | Other securities | — | — | $866K | 0.4% | |
| Vanguard Windsor II | Mutual Funds | — | — | $826K | 0.3% | |
| Growth Fund | Other securities | — | — | $630K | 0.3% | |
| Large Capital Growth | Other securities | — | — | $574K | 0.2% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $510K | 0.2% | |
| Core Bond Fund | Other securities | — | — | $365K | 0.2% | |
| International Equities Index Fund | Common Collective Trusts | — | — | $361K | 0.1% | |
| Mid Cap Value Fund | Other securities | — | — | $351K | 0.1% | |
| Mid Cap Strategic Growth Fund | Other securities | — | — | $342K | 0.1% | |
| International Value Fund | Other securities | — | — | $333K | 0.1% | |
| High Yield Bond Fund | Other securities | — | — | $302K | 0.1% | |
| NASDAQ-100(R) Index Fund | Common Collective Trusts | — | — | $299K | 0.1% | |
| Small Cap Growth Fund | Other securities | — | — | $257K | 0.1% | |
| Emerging Economies | Other securities | — | — | $252K | 0.1% | |
| Ariel Fund | Other securities | — | — | $235K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund I | Other securities | — | — | $218K | <0.1% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $196K | <0.1% | |
| Global Strategy | Other securities | — | — | $181K | <0.1% | |
| Blue Chip Growth Fund | Other securities | — | — | $146K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
