Dianna Sparacino signed Endeavor Health Clinical Operations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endeavor Health Clinical Operations' EIN is 36-2167060.
Download the official 2024 Form 5500 (PDF) for Endeavor Health Clinical Operations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endeavor Health Clinical Operations' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | OTHER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | INV. ADVISORY | $73K | — |
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.
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 |
|---|---|---|---|---|---|
| MITCHELL TITUS | 13-2781641 | — | AUDIT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW | 36-2152202 | — | SERVICE PROVIDER | $273K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index* Mutual Fund | Common Collective Trusts | — | — | $320.6M | 15.4% | |
| Harbor Capital Apprec Fnd Ret Mutual Fund | Other securities | — | — | $290.5M | 13.9% | |
| VOYA SEPARATE ACCOUNT 892 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $246.2M | 11.8% | |
| Voya Stabilizer Pooled Separate | Other securities | — | — | $181.7M | 8.7% | |
| Fid Extd Mkt Idx* Mutual Fund | Common Collective Trusts | — | — | $160.1M | 7.7% | |
| IM Rae US I Mutual Fund | Other securities | — | — | $104.1M | 5.0% | |
| Fid Fdm Idx 2035 Prm* Mutual Fund | Common Collective Trusts | — | — | $100.8M | 4.8% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $100.1M | 4.8% | |
| Fid Fdm Idx 2040 Prm* Mutual Fund | Common Collective Trusts | — | — | $90.6M | 4.3% | |
| Fid Fdm Idx 2045 Prm* Mutual Fund | Common Collective Trusts | — | — | $90.5M | 4.3% | |
| Fid Fdm Idx 2030 Prm* Mutual Fund | Common Collective Trusts | — | — | $87.5M | 4.2% | |
| Fid Fdm Idx 2050 Prm* Mutual Fund | Common Collective Trusts | — | — | $78.6M | 3.8% | |
| Neuberg Berm Genesis Fund R6 Mutual Fund | Other securities | — | — | $69.8M | 3.3% | |
| Fid Fdm Idx 2025 Prm* Mutual Fund | Common Collective Trusts | — | — | $69.3M | 3.3% | |
| Fid Fdm Idx 2055 Prm* Mutual Fund | Common Collective Trusts | — | — | $54.8M | 2.6% | |
| Dodge & Cox Int Sk X Mutual Fund | Mutual Funds | — | — | $49.1M | 2.4% | |
| AF Europac Growth R6 Mutual Fund | Other securities | — | — | $27.2M | 1.3% | |
| Fid Fdm Idx 2060 Prm* Mutual Fund | Common Collective Trusts | — | — | $24.9M | 1.2% | |
| Vangrd FTSE Soc Indx Fund Ins Mutual Fund | Other securities | — | — | $24.4M | 1.2% | |
| ClrBrg SmCp Grw Fd IS Mutual Fund | Other securities | — | — | $24.4M | 1.2% | |
| Fid Fdm Idx 2020 Prm* Mutual Fund | Common Collective Trusts | — | — | $22.0M | 1.1% | |
| Self-Directed Brokerage Accounts* Self-Directed | Self-Directed Brokerage | — | — | $16.2M | 0.8% | |
| Fid US Bd Id Fd* Mutual Fund | Mutual Funds | — | — | $15.4M | 0.7% | |
| Fid Glb Ex US Idx* Mutual Fund | Common Collective Trusts | — | — | $15.4M | 0.7% | |
| Fid Fdm Idx Inc Prm* Mutual Fund | Common Collective Trusts | — | — | $13.7M | 0.7% | |
| maturities from 2025 to 2045 - | Other securities | — | — | $10.9M | 0.5% | |
| Am Cent Smcap Val R6 Mutual Fund | Other securities | — | — | $10.8M | 0.5% | |
| Fid Fdm Idx 2065 Prm* Mutual Fund | Common Collective Trusts | — | — | $10.1M | 0.5% | |
| Voya Govt MM A Money Market | Cash / Money Market | — | — | $9.6M | 0.5% | |
| RBC Emerg Mkts Eq R6 Mutual Fund | Other securities | — | — | $9.2M | 0.4% | |
| Fid Fdm Idx 2015 Prm* Mutual Fund | Common Collective Trusts | — | — | $1.9M | <0.1% | |
| Fid Fdm Idx 2010 Prm* Mutual Fund | Common Collective Trusts | — | — | $1.8M | <0.1% | |
| C&S Inst Realty SHS Mutual Fund | Common Stocks | — | — | $914K | <0.1% | |
| Fid Fdm Idx 2070 Prm* Mutual Fund | Common Collective Trusts | — | — | $259K | <0.1% | |
| Vang Vmmr-Fed Mmkt Money Market | Cash / Money Market | — | — | $186K | <0.1% |
