Hallie Custer signed Parkview Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parkview Health System, Inc.'s EIN is 35-1972384.
Download the official 2024 Form 5500 (PDF) for Parkview Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parkview Health System, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND ASSOCIATES, INC. | 63-0955503 | — | ADVISORY | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Class R3 531,379 Shares | Mutual Funds | — | $531K | $96.3M | 12.1% | |
| Investment Contract With Insurance Company * Lincoln Financial Group Stable Value Account - Fully Benefit-Responsive 75,186,505 Units | Stable Value | — | — | $92.4M | 11.6% | |
| American Funds 2045 Target Date Retirement Class R6 2,611,146 Shares | Mutual Funds | — | $2.6M | $55.4M | 7.0% | |
| American Funds 2035 Target Date Retirement Class R6 2,827,943 Shares | Mutual Funds | — | $2.8M | $53.8M | 6.8% | |
| American Funds 2055 Target Date Retirement Class R6 1,630,980 Shares | Mutual Funds | — | $1.6M | $43.1M | 5.4% | |
| American Funds 2025 Target Date Retirement Class R6 2,772,086 Shares | Mutual Funds | — | $2.8M | $42.1M | 5.3% | |
| Vanguard Institutional Index Fund Institutional Shares 62,391 Shares | Common Collective Trusts | — | $62K | $29.9M | 3.8% | |
| American Funds 2050 Target Date Retirement Class R6 1,386,320 Shares | Mutual Funds | — | $1.4M | $29.0M | 3.6% | |
| American Funds 2040 Target Date Retirement Class R6 1,325,183 Shares | Mutual Funds | — | $1.3M | $27.2M | 3.4% | |
| Metropolitan West Total Return Bond Fund Class I 2,999,134 Shares | Other securities | — | $3.0M | $26.6M | 3.3% | |
| Vanguard Equity Income Fund Admiral Shares 297,697 Shares | Mutual Funds | — | $298K | $26.2M | 3.3% | |
| T. Rowe Price Mid-Cap Value Fund I Class 785,263 Shares | Other securities | — | $785K | $25.0M | 3.1% | |
| American Funds 2030 Target Date Retirement Class R6 1,364,472 Shares | Mutual Funds | — | $1.4M | $23.6M | 3.0% | |
| Columbia Contrarian Core Class I 617,716.00 Shares | Other securities | — | $618K | $21.9M | 2.8% | |
| American Funds EuroPacific Growth Fund Class R-6 402,948 Shares | Mutual Funds | — | $403K | $21.6M | 2.7% | |
| Carillon Scout Mid Cap Class I 922,052 Shares | Other securities | — | $922K | $21.4M | 2.7% | |
| Individually Directed Accounts | Other securities | — | — | $19.4M | 2.4% | |
| Fidelity Small Cap Growth K6 963,789 Shares | Mutual Funds | — | $964K | $17.2M | 2.2% | |
| Mutual and Money Market Funds American Century Small Cap Value R6 Class 1,216,740 Shares | Cash / Money Market | — | $1.2M | $12.8M | 1.6% | |
| Fidelity Balanced Fund 431,936 Shares | Mutual Funds | — | $432K | $12.8M | 1.6% | |
| American Funds 2060 Target Date Retirement Class R6 663,081 Shares | Mutual Funds | — | $663K | $11.9M | 1.5% | |
| American Funds 2020 Target Date Retirement Class R6 689,188 Shares | Mutual Funds | — | $689K | $9.3M | 1.2% | |
| Blackrock Mid Cap Growth Equity Institutional Shares 113,197 Shares | Other securities | — | $113K | $4.9M | 0.6% | |
| Baron Emerging Markets Fund Institutional Shares 259,872 Shares | Other securities | — | $260K | $3.9M | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 11,925 Shares | Common Collective Trusts | — | $12K | $3.9M | 0.5% | |
| American Funds 2010 Target Date Retirement Class R6 297,319 Shares | Mutual Funds | — | $297K | $3.5M | 0.4% | |
| Thornburg Limited Term Income Fund Class R5 255,355 Shares | Other securities | — | $255K | $3.3M | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares 27,085 Shares | Common Collective Trusts | — | $27K | $3.1M | 0.4% | |
| American Funds 2065 Target Date Retirement Class R6 70,018 Shares | Mutual Funds | — | $70K | $1.2M | 0.2% | |
| MFS Conservative Allocation Class R3 65,505 Shares | Mutual Funds | — | $66K | $1.1M | 0.1% | |
| American Funds 2015 Target Date Retirement Class R6 40,138 Shares | Mutual Funds | — | $40K | $492K | <0.1% | |
| Participant Loans Maturing at various dates through 2030 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $109K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
