LORI Gutierrez signed Rochelle Community Hospital Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rochelle Community Hospital Association's EIN is 36-2548549.
Download the official 2024 Form 5500 (PDF) for Rochelle Community Hospital Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rochelle Community Hospital Association'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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.9M | 22.8% | |
| PRIN LIFETIME HYB 2025 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.7M | 17.1% | |
| PRIN LIFETIME HYB 2045 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 12.9% | |
| PRIN LIFETIME HYB 2040 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 8.5% | |
| PRIN LIFETIME HYB 2035 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 7.4% | |
| PRIN LIFETIME HYB 2050 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| PRIN LIFETIME HYB 2055 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $769K | 3.6% | |
| PRIN LIFETIME HYB 2020 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $742K | 3.4% | |
| Principal LargeCap S&P 500 Index Inst | Common Collective Trusts | — | — | $537K | 2.5% | |
| Participants Participant Loans Rates from 6.25% to 11.50% - | Bonds / Notes | — | — | $493K | 2.3% | |
| PRIN LIFETIME HYB 2015 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $486K | 2.2% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $449K | 2.1% | |
| PRIN LIFETIME HYB 2060 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $386K | 1.8% | |
| PRIN LIFETIME HYB 2065 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $220K | 1.0% | |
| Principal MidCap S&P 400 Index R6 | Other securities | — | — | $153K | 0.7% | |
| Principal LargeCap Growth I R6 | Other securities | — | — | $145K | 0.7% | |
| Vanguard Fed Money Market Inv Fund | Mutual Funds | — | — | $136K | 0.6% | |
| Black Rock Black Rock Equity Dividend | Other securities | — | — | $117K | 0.5% | |
| Principal Small Cap S&P 600 Index R6 | Other securities | — | — | $96K | 0.4% | |
| Principal Core Plus Bond Instl Fund 515 * Principal Diversified International Inst | Other securities | — | — | $91K | 0.4% | |
| MFS Investment Management New Discovery R6 | Mutual Funds | — | — | $83K | 0.4% | |
| Principal MidCap Value I Inst Fund | Other securities | — | — | $72K | 0.3% | |
| Franklin Templeton Small Cap Value R6 | Mutual Funds | — | — | $59K | 0.3% | |
| Principal Global Emerging Markets Fund | Other securities | — | — | $50K | 0.2% | |
| Principal Funds Income High Yield Fund | Other securities | — | — | $42K | 0.2% | |
| Victory Munder Mid-Cap Core Growth R6 | Other securities | — | — | $40K | 0.2% | |
| PIMCO Com Real Return Strl Inst 308 PIMCO Emerging Markets Currency I | Mutual Funds | — | — | $39K | 0.2% | |
| Franklin Templeton Gold & Precious Metals R6 | Mutual Funds | — | — | $38K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $29K | 0.1% | |
| Principal Real Estate Sec. Fund | Other securities | — | — | $29K | 0.1% | |
| Invesco International Bond Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Calvert Global Water A | Other securities | — | — | $15K | <0.1% | |
| Principal Hybrid Income CIT | Common Collective Trusts | — | — | $13K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $13K | <0.1% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $11K | <0.1% | |
| PGIM Global Real Estate Z | Other securities | — | — | $7K | <0.1% | |
| American Century Inflation Adjusted Bond A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
