Rebecca Dudziak signed Southwest Community Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Community Health System's EIN is 34-1455141.
Download the official 2024 Form 5500 (PDF) for Southwest Community Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Community Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $441K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Rtmt 2030 Fund | Other securities | — | — | $48.7M | 19.7% | |
| T. Rowe Price Rtmt 2040 Fund | Other securities | — | — | $34.9M | 14.1% | |
| T. Rowe Price Rtmt 2050 Fund | Other securities | — | — | $20.3M | 8.2% | |
| T. Rowe Price Rtmt 2020 Fund | Other securities | — | — | $19.4M | 7.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $13.6M | 5.5% | |
| AB LP AB Large Cap Growth Z Fund | Other securities | — | — | $10.5M | 4.2% | |
| Principal** Unallocated investment contract - Fixed Income Guaranteed Option | Other securities | — | — | $9.3M | 3.8% | |
| T. Rowe Price Rtmt 2035 Fund | Other securities | — | — | $8.7M | 3.5% | |
| T. Rowe Price T. Rowe Price Hlth Sci Fd | Other securities | — | — | $8.0M | 3.2% | |
| T. Rowe Price Rtmt 2055 Fund | Other securities | — | — | $7.8M | 3.2% | |
| T. Rowe Price Rtmt 2025 Fund | Other securities | — | — | $7.5M | 3.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $7.0M | 2.9% | |
| T. Rowe Price Rtmt 2045 Fund | Other securities | — | — | $6.2M | 2.5% | |
| JPMorgan US Res En Eq R6 Fd | Other securities | — | — | $6.0M | 2.4% | |
| T. Rowe Price Rtmt 2060 Fund | Other securities | — | — | $5.6M | 2.3% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $3.5M | 1.4% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $2.7M | 1.1% | |
| American Funds Amer FDS Inc FD of Amer R6 Fd | Mutual Funds | — | — | $2.7M | 1.1% | |
| Principal** MidCap S&P 400 Index R6 Fund+ | Other securities | — | — | $2.4M | 1.0% | |
| Participants** Participant notes receivable bearing interest at a rate ranging from 4.25 to 9.50 percent - | Other securities | — | — | $2.3M | 0.9% | |
| Neuberger Berman Neub Berm Lg Cp Val R6 Fd | Other securities | — | — | $2.0M | 0.8% | |
| Fidelity Adv Sm Cp Index Fund | Common Collective Trusts | — | — | $1.6M | 0.6% | |
| Federated Hermes Federated Hermes Bond A Fund | Other securities | — | — | $1.5M | 0.6% | |
| Securities R6 Fund+ | Real Estate | — | — | $1.5M | 0.6% | |
| SmallCap S&P 600 Index R6 Fund+ | Other securities | — | — | $1.3M | 0.5% | |
| T. Rowe Price Rtmt 2010 Fund | Other securities | — | — | $1.2M | 0.5% | |
| T. Rowe Price Rtmt 2065 Fund | Other securities | — | — | $1.1M | 0.4% | |
| Lord Abbett Lord Abbett Total Return R6 Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $580K | 0.2% | |
| T. Rowe Price Rtmt 2015 Fund | Other securities | — | — | $410K | 0.2% |
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
