Susan Rogers signed School Health Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
School Health Corporation's EIN is 36-2425385.
Download the official 2024 Form 5500 (PDF) for School Health Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)School Health Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $58K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc Prin LifeTime 2035 Inst Fund | Common Stocks | — | — | $7.4M | 28.4% | |
| Principal Funds Inc Prin LifeTime 2030 Inst Fund | Common Stocks | — | — | $3.9M | 14.9% | |
| Principal Funds Inc Prin LifeTime 2045 Inst Fund | Common Stocks | — | — | $2.5M | 9.4% | |
| Principal Funds Inc Prin LifeTime 2025 Inst Fund | Common Stocks | — | — | $1.4M | 5.2% | |
| Principal Funds Inc Prin LifeTime 2050 Inst Fund | Common Stocks | — | — | $1.2M | 4.5% | |
| Principal Funds Inc Prin LgCap Growth 1 R6 Fund | Common Stocks | — | — | $1.1M | 4.3% | |
| Principal Funds Inc Prin LgCap S&P 500 Idx Inst | Common Collective Trusts | — | — | $1.0M | 3.9% | |
| Principal Funds Inc Prin LifeTime 2055 Inst Fund | Common Stocks | — | — | $785K | 3.0% | |
| The American Funds Am FdCap Wld Gth and In R6 | Mutual Funds | — | — | $698K | 2.7% | |
| Principal Global Investors Prin Midcap S&P 400 Idx R6 | Common Collective Trusts | — | — | $671K | 2.6% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $667K | 2.6% | |
| Principal Funds Inc Prin LifeTime 2040 Inst Fund | Common Stocks | — | — | $511K | 2.0% | |
| Principal Funds Inc Prin LifeTime 2060 Inst Fund | Common Stocks | — | — | $477K | 1.8% | |
| Principal Global Investors Prin SmCp S&P 600 Idx R6 | Common Collective Trusts | — | — | $439K | 1.7% | |
| Principal Global Investors Principal Div Intl R6 Fund | Other securities | — | — | $400K | 1.5% | |
| Principal Funds Inc Prin LifeTime 2020 Inst Fund | Common Stocks | — | — | $364K | 1.4% | |
| LA Capital Management Prin MidCap Value I R6 Fund | Other securities | — | — | $321K | 1.2% | |
| Principal Funds Inc Prin LifeTime 2065 Inst Fund | Common Stocks | — | — | $312K | 1.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $298K | 1.1% | |
| s (held by Principal Trust Company) Invesco Core Bond R6 Fund | Mutual Funds | — | — | $292K | 1.1% | |
| Principal Global Investors Principal Cap App Inst Fund | Other securities | — | — | $247K | 0.9% | |
| Notes receivable from participants Bearing interest at 4.25 - 9.50% - | Bonds / Notes | — | — | $240K | 0.9% | |
| Principal Funds Inc Prin LifeTime Str Inc Inst Fd | Common Stocks | — | — | $216K | 0.8% | |
| American Century Investments Amer Century Sml Cap Val R6 | Other securities | — | — | $207K | 0.8% | |
| Principal Funds Inc Prin RE Secs R6 Fund | Common Stocks | — | — | $156K | 0.6% | |
| Dimensional Fund Advisors DFA US Sust Cr 1 FD | Mutual Funds | — | — | $128K | 0.5% | |
| Lord Abbett Lord Abbett Total Return R6 | Mutual Funds | — | — | $114K | 0.4% | |
| Robert Baird/Eagle Asset Mgmt Prin MidCap Gr III Inst Fund | Other securities | — | — | $70K | 0.3% | |
| (E) | Other securities | — | — | $70K | 0.3% | |
| PGIM Investments PGIM Jennison Small Co R6 | Common Stocks | — | — | $16K | <0.1% | |
| Principal Funds Inc Prin LifeTime 2015 Inst Fund | Common Stocks | — | — | $2K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| Principal Funds Inc Prin LifeTime 2070 Inst | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
