Michelle Sumerix signed Franciscan Alliance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franciscan Alliance, Inc.'s EIN is 35-1330472.
Download the official 2024 Form 5500 (PDF) for Franciscan Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franciscan Alliance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST IDX Mutual fund | Common Collective Trusts | — | — | $22.9M | 29.6% | |
| JP MORGAN LARGE CAP GROWTH R6 Mutual fund | Other securities | — | — | $6.8M | 8.8% | |
| Investments * ^ FIXED INTEREST OPTION FBRIC | Other securities | — | — | $5.7M | 7.4% | |
| VANGUARD TOTAL BOND INDEX I Mutual fund | Mutual Funds | — | — | $4.7M | 6.1% | |
| EATON VAN ATL CAP SMID CAP R6 Mutual fund | Other securities | — | — | $4.6M | 6.0% | |
| MFS INTERNATIONAL EQUITY R6 Mutual fund | Mutual Funds | — | — | $4.6M | 5.9% | |
| FIDELITY EXT MKT IND INST PREM Mutual fund | Mutual Funds | — | — | $4.4M | 5.7% | |
| VANGUARD TGT RTMT 2020 Mutual fund | Mutual Funds | — | — | $3.6M | 4.6% | |
| VANGUARD TGT RTMT 2025 Mutual fund | Mutual Funds | — | — | $3.5M | 4.5% | |
| VANGUARD TOT STK INST Mutual fund | Mutual Funds | — | — | $2.9M | 3.7% | |
| VANGUARD TGT RTMT 2040 Mutual fund | Mutual Funds | — | — | $2.1M | 2.7% | |
| VANGUARD TGT RTMT 2035 Mutual fund | Mutual Funds | — | — | $2.0M | 2.6% | |
| VANGUARD FEDERAL M MKT Mutual fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| VANGUARD TGT RTMT INC Mutual fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| VANGUARD TGT RTMT 2055 Mutual fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| DODGE & COX STOCK X Mutual fund | Mutual Funds | — | — | $986K | 1.3% | |
| VANGUARD TGT RTMT 2030 Mutual fund | Mutual Funds | — | — | $973K | 1.3% | |
| JHANCOCK BOND R6 Mutual fund | Other securities | — | — | $970K | 1.3% | |
| VANGUARD TOT INTL STOCK INST Mutual fund | Mutual Funds | — | — | $744K | 1.0% | |
| VANGUARD TGT RTMT 2045 Mutual fund | Mutual Funds | — | — | $496K | 0.6% | |
| VANGUARD TGT RTMT 2050 Mutual fund | Mutual Funds | — | — | $325K | 0.4% | |
| SCHWAB PCRA Self-directed brokerage | Self-Directed Brokerage | — | — | $281K | 0.4% | |
| VANGUARD FTSE SOC IDX Mutual fund | Common Collective Trusts | — | — | $166K | 0.2% | |
| VANGUARD TGT RTMT 2070 Mutual fund | Mutual Funds | — | — | $8K | <0.1% | |
| VANGUARD TGT RTMT 2060 Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD TGT RTMT 2065 Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
