Jeanette Franck signed Trinity Health Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Health Corporation's EIN is 35-1443425.
Download the official 2024 Form 5500 (PDF) for Trinity Health Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Health Corporation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $414K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 38-3649535 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Retirement | Other securities | — | — | $58.4M | 16.2% | |
| Vanguard Instl Index | Mutual Funds | — | — | $50.3M | 13.9% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stocks | — | — | $31.9M | 8.8% | |
| Diamond Hill Diamond Hill Large Cap Y | Other securities | — | — | $22.1M | 6.1% | |
| PIMCO RealPath Blend 2035 Instl | Mutual Funds | — | — | $15.3M | 4.2% | |
| Vanguard Extended Market Index Instl | Mutual Funds | — | — | $14.0M | 3.9% | |
| PIMCO RealPath Blend 2040 Instl | Mutual Funds | — | — | $12.7M | 3.5% | |
| PIMCO RealPath Blend 2050 Instl | Mutual Funds | — | — | $12.3M | 3.4% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Y | Other securities | — | — | $12.1M | 3.3% | |
| PIMCO RealPath Blend 2030 Instl | Mutual Funds | — | — | $11.8M | 3.3% | |
| Vanguard Total Bond Market Index Instl | Mutual Funds | — | — | $10.8M | 3.0% | |
| PIMCO RealPath Blend 2045 Instl | Mutual Funds | — | — | $10.8M | 3.0% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $10.4M | 2.9% | |
| PIMCO RealPath Blend 2025 Instl | Mutual Funds | — | — | $10.0M | 2.8% | |
| Vanguard Inflation-Protected Secs Instl | Mutual Funds | — | — | $9.8M | 2.7% | |
| PIMCO RealPath Blend 2055 Instl | Mutual Funds | — | — | $7.8M | 2.2% | |
| T. Rowe Price T. Rowe Price New Horizons | Other securities | — | — | $6.8M | 1.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $6.7M | 1.9% | |
| PIMCO RealPath Blend Inc Instl | Mutual Funds | — | — | $6.6M | 1.8% | |
| Charles Schwab Institutional Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $6.4M | 1.8% | |
| PIMCO RealPath Blend 2060 Instl | Mutual Funds | — | — | $6.4M | 1.8% | |
| Artisian High Income Investor | Other securities | — | — | $6.0M | 1.7% | |
| T. Rowe Price T. Rowe Price Global Growth Stock I | Other securities | — | — | $5.0M | 1.4% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $5.0M | 1.4% | |
| Allspring SMID cap Gr R6 | Other securities | — | — | $3.4M | 0.9% | |
| Columbia Small Cap Value II Inst3 | Other securities | — | — | $3.3M | 0.9% | |
| Transamerica Retirement Solutions, LLC* Participant loans, interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $3.2M | 0.9% | |
| Participants Notes Receivable with interest rates of 3.25% to 9.50% | Bonds / Notes | — | — | $2.1M | 0.6% | |
| PIMCO RealPath Blend 2065 Instl | Mutual Funds | — | — | $1.4M | 0.4% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $94K | <0.1% |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | 41-1944416 | — | ADVI | $9K | — |
