ANA Villagran signed SAC Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAC Health System's EIN is 33-0664371.
Download the official 2024 Form 5500 (PDF) for SAC Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAC Health System's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | 35-0472300 | — | SERVICE PROVIDER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $84K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $3.7M | 14.6% | |
| Fidelity Index 500 Fund | Mutual Funds | — | — | $3.6M | 14.2% | |
| MFS Lifetime 2060 Fund | Mutual Funds | — | — | $3.4M | 13.4% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $2.1M | 8.3% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $1.7M | 6.9% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $1.7M | 6.8% | |
| Lincoln Financial Stable Value Fund | Stable Value | — | — | $1.3M | 5.0% | |
| MFS Lifetime 2040 Fund | Mutual Funds | — | — | $1.1M | 4.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $993K | 4.0% | |
| Participants Participant Loans Rates from 1% to 9.5% - | Bonds / Notes | — | — | $777K | 3.1% | |
| MFS Lifetime 2065 Fund | Mutual Funds | — | — | $664K | 2.7% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $489K | 2.0% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $478K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $428K | 1.7% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $400K | 1.6% | |
| DFA Emerging Market Core Equity Fund | Mutual Funds | — | — | $385K | 1.5% | |
| VALIC Fixed Account Plus | Other securities | — | — | $347K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $308K | 1.2% | |
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $266K | 1.1% | |
| American Funds International Vintage Fund | Mutual Funds | — | — | $239K | 1.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $210K | 0.8% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $181K | 0.7% | |
| MFS Global Real Estate Fund | Mutual Funds | — | — | $168K | 0.7% | |
| MFS Lifetime Income Fund | Mutual Funds | — | — | $79K | 0.3% | |
| MFS New Discovery Fund | Mutual Funds | — | — | $70K | 0.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $32K | 0.1% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $25K | <0.1% | |
| VALIC Short-Term Fixed Account | Other securities | — | — | $12K | <0.1% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $10K | <0.1% | |
| PIMCO RAE U.S. Small Institutional Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
