Korey Davis signed Memorial Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Memorial Health System's EIN is 37-1110690.
Download the official 2024 Form 5500 (PDF) for Memorial Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Memorial Health System's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $451K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $78.7M | 10.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $73.4M | 10.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $69.5M | 9.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $69.3M | 9.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $65.5M | 9.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $60.3M | 8.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $47.8M | 6.6% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $42.4M | 5.9% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $34.5M | 4.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $25.0M | 3.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $16.0M | 2.2% | |
| Vanguard Equity Income-Fund Admiral | Mutual Funds | — | — | $14.3M | 2.0% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $14.2M | 2.0% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $9.2M | 1.3% | |
| Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $7.7M | 1.1% | |
| Vanguard Victory Sycamore Established Value Fund | Mutual Funds | — | — | $7.4M | 1.0% | |
| and Money Market Mutual Fund BlackRock Advantage International Fund | Mutual Funds | — | — | $7.0M | 1.0% | |
| Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $6.3M | 0.9% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $6.0M | 0.8% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral | Common Collective Trusts | — | — | $4.9M | 0.7% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $3.9M | 0.5% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $3.5M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $120K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
