Jennifer Kessel signed Aultman Health Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aultman Health Foundation's EIN is 34-1445390.
Download the official 2024 Form 5500 (PDF) for Aultman Health Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aultman Health Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $652K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $140K | — |
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 Fiduciary Trust Company International Growth Fund Admiral Shares | Mutual Funds | — | — | $149.1M | 18.0% | |
| VANGUARD TARGET RET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $70.8M | 8.6% | |
| Vanguard Fiduciary Trust Company Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $57.2M | 6.9% | |
| VANGUARD TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $55.7M | 6.7% | |
| VANGUARD TARGET RET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $52.2M | 6.3% | |
| VANGUARD TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $50.0M | 6.1% | |
| VANGUARD TARGET RET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $40.9M | 4.9% | |
| VANGUARD TARGET RET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $40.0M | 4.8% | |
| Vanguard Fiduciary Trust Company Total Bond Market Index Fund: Institutional Shares | Common Collective Trusts | — | — | $34.9M | 4.2% | |
| VANGUARD TARGET RET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $33.9M | 4.1% | |
| Vanguard Fiduciary Trust Company Explorer Fund Admiral Shares | Mutual Funds | — | — | $31.9M | 3.9% | |
| American Funds Growth Fund of America; R-6 Class | Mutual Funds | — | — | $31.8M | 3.9% | |
| Vanguard Fiduciary Trust Company Balanced Index Fund Institutional Shares | Common Collective Trusts | — | — | $28.9M | 3.5% | |
| Vanguard Fiduciary Trust Company Target Retirement Income Trust II | Mutual Funds | — | — | $23.7M | 2.9% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $23.7M | 2.9% | |
| VANGUARD TARGET RET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.0% | |
| Vanguard Fiduciary Trust Company Health Care Fund Admiral Shares | Mutual Funds | — | — | $16.4M | 2.0% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust III | Mutual Funds | — | — | $14.9M | 1.8% | |
| VANGUARD TARGET RET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.8% | |
| Vanguard Fiduciary Trust Company Windsor II Fund Admiral Shares | Mutual Funds | — | — | $13.3M | 1.6% | |
| Vanguard Fiduciary Trust Company Inflation-Protected Securities Fund Adm Shares | Mutual Funds | — | — | $11.0M | 1.3% | |
| VANGUARD TARGET RET INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.3% | |
| Vanguard Fiduciary Trust Company Mid-Cap Index Fund Investor Shares | Common Collective Trusts | — | — | $7.1M | 0.9% | |
| Prudential Total Return Bond Fund; Class R6 | Other securities | — | — | $6.4M | 0.8% | |
| VANGUARD TARGET RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.7% | |
| Dimensional Funds Advisors US Targeted Value Portfolio | Mutual Funds | — | — | $4.7M | 0.6% | |
| PIMCO Diversified Income Fund; Institutional Class | Mutual Funds | — | — | $3.8M | 0.5% | |
| Notes Receivable from Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $3.5M | 0.4% | |
| Vanguard Fiduciary Trust Company Institutional Index Fund Instl Plus Shares | Common Collective Trusts | — | — | $3.2M | 0.4% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $3.2M | 0.4% | |
| Hartford Schroders Diversified Emerging Markets Fund; SDR | Other securities | — | — | $1.9M | 0.2% | |
| Brookfield Global Listed Real Estate Fund; Class I | Other securities | — | — | $1.6M | 0.2% | |
| VANGUARD TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $607K | <0.1% | |
| Vanguard Fiduciary Trust Company Developed Markets Index Fund Institutional Shares | Common Collective Trusts | — | — | $300K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
