James Francis signed Henry Ford Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Henry Ford Health System's EIN is 38-1357020.
Download the official 2024 Form 5500 (PDF) for Henry Ford Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Henry Ford Health System's plan includes 403(b) custodial accounts, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $444K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GJC CPA'S & ADVIOSRS | 38-2029668 | — | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund, Institutional Class 719,299 shares (a) | Common Collective Trusts | — | — | $190.3M | 13.5% | |
| JPMorgan SmartRetirement Blend 2030 Fund, Class R6 4,066,859 shares (a) | Other securities | — | — | $105.5M | 7.5% | |
| JPMorgan SmartRetirement Blend 2035 Fund, Class R6 3,346,721 shares (a) | Other securities | — | — | $97.2M | 6.9% | |
| JPMorgan SmartRetirement Blend 2040 Fund, Class R6 2,894,903 shares (a) | Other securities | — | — | $90.1M | 6.4% | |
| JPMorgan SmartRetirement Blend 2045 Fund, Class R6 2,463,855 shares (a) | Other securities | — | — | $80.9M | 5.7% | |
| JPMorgan SmartRetirement Blend 2025 Fund, Class R6 3,476,888 shares (a) | Other securities | — | — | $79.9M | 5.7% | |
| JPMorgan SmartRetirement Blend Income Fund, Class R6 3,176,204 shares (a) | Other securities | — | — | $57.6M | 4.1% | |
| JPMorgan SmartRetirement Blend 2050 Fund, Class R6 1,712,650 shares (a) | Other securities | — | — | $56.6M | 4.0% | |
| Fidelity Contrafund K 2,188,852 shares (a) | Mutual Funds | — | — | $46.2M | 3.3% | |
| JPMorgan SmartRetirement Blend 2055 Fund, Class R6 950,190 shares (a) | Other securities | — | — | $31.2M | 2.2% | |
| Fidelity Blue Chip Growth Fund K 128,548 shares (a) | Mutual Funds | — | — | $29.4M | 2.1% | |
| Vanguard Federal Money Market Investor Fund 29,062,994 shares (a) | Mutual Funds | — | — | $29.1M | 2.1% | |
| Vanguard Total International Stock Index Fund, Institutional Class 189,434 shares (a) | Common Collective Trusts | — | — | $24.0M | 1.7% | |
| Fidelity 500 Index Premium Fund 115,557 shares (a) | Common Collective Trusts | — | — | $23.6M | 1.7% | |
| Fidelity Growth Company Fund K 516,154 shares (a) | Mutual Funds | — | — | $21.0M | 1.5% | |
| Fidelity Magellan Fund K 1,308,263 shares (a) | Mutual Funds | — | — | $19.4M | 1.4% | |
| Vanguard Total Bond Market Index Fund, Institutional Class 1,847,633 shares (a) | Common Collective Trusts | — | — | $17.5M | 1.2% | |
| percent to 10.25 percent -0- | Other securities | — | — | $13.5M | 1.0% | |
| Fidelity Freedom K 2030 Fund 769,958 shares (a) | Mutual Funds | — | — | $13.5M | 1.0% | |
| Fidelity Freedom K 2035 Fund 724,198 shares (a) | Mutual Funds | — | — | $11.3M | 0.8% | |
| Clearbridge Large Cap Growth Fund A 180,694 shares (a) | Other securities | — | — | $11.3M | 0.8% | |
| Fidelity Freedom K 2040 Fund 958,892 shares (a) | Mutual Funds | — | — | $11.1M | 0.8% | |
| MFS Total Return Fund 577,960 shares (a) | Mutual Funds | — | — | $10.9M | 0.8% | |
| SSgA Institutional U.S. Government Money Market Fund, Administration Class 10,780,467 shares (a) | Cash / Money Market | — | — | $10.8M | 0.8% | |
| Empower Self-Directed Brokerage Accounts Various participant- directed holdings (a) | Self-Directed Brokerage | — | — | $10.3M | 0.7% | |
| Clearbridge Growth Fund A 105,537 shares (a) | Other securities | — | — | $10.3M | 0.7% | |
| Fidelity Government Money Market Prime Fund 10,296,674 shares (a) | Mutual Funds | — | — | $10.3M | 0.7% | |
| Royce Micro-Cap Service Fund 897,663 shares (a) | Other securities | — | — | $9.7M | 0.7% | |
| American Funds Europacific Growth Fund A 164,144 shares (a) | Mutual Funds | — | — | $8.8M | 0.6% | |
| Fidelity Fund K 90,063 shares (a) | Mutual Funds | — | — | $8.5M | 0.6% | |
| INVESCO Discovery Large Cap Fund A 99,225 shares (a) | Mutual Funds | — | — | $8.3M | 0.6% | |
| Fidelity Advisor Stock Select Mid Cap Fund M 195,324 shares (a) | Mutual Funds | — | — | $8.3M | 0.6% | |
| MFS Massachusetts Investors Trust Fund 227,116 shares (a) | Common Collective Trusts | — | — | $8.1M | 0.6% | |
| Fidelity Select Semiconductors Fund 235,087 shares (a) | Mutual Funds | — | — | $7.9M | 0.6% | |
| Fidelity Total Market Index Fund 47,711 shares (a) | Common Collective Trusts | — | — | $7.7M | 0.5% | |
| Fidelity Advisor Strategic Income Fund M 671,150 shares (a) | Mutual Funds | — | — | $7.7M | 0.5% | |
| Fidelity Freedom K 2025 Fund 555,978 shares (a) | Mutual Funds | — | — | $7.6M | 0.5% | |
| Fidelity Balanced Fund K 250,436 shares (a) | Mutual Funds | — | — | $7.4M | 0.5% | |
| JPMorgan SmartRetirement Blend 2060 Fund, Class R6 278,709 shares (a) | Other securities | — | — | $7.1M | 0.5% | |
| Fidelity OTC Fund K 286,302 shares (a) | Mutual Funds | — | — | $6.3M | 0.4% | |
| Fidelity Low Priced Stock Fund K 148,661 shares (a) | Mutual Funds | — | — | $6.0M | 0.4% | |
| Fidelity Government Money Market Fund 5,851,720 shares (a) | Mutual Funds | — | — | $5.9M | 0.4% | |
| Fidelity Government Cash Reserve Fund 5,821,944 shares (a) | Mutual Funds | — | — | $5.8M | 0.4% | |
| Fidelity Advisor Value Strategies Fund 123,894 shares (a) | Mutual Funds | — | — | $5.8M | 0.4% | |
| MFS Value Fund A 112,828 shares (a) | Mutual Funds | — | — | $5.5M | 0.4% | |
| Fidelity Growth and Income Fund K 83,019 shares (a) | Mutual Funds | — | — | $5.1M | 0.4% | |
| Clearbridge Large Cap Value Fund A 123,605 shares (a) | Other securities | — | — | $4.9M | 0.3% | |
| Fidelity Equity Income Fund K 65,722 shares (a) | Mutual Funds | — | — | $4.8M | 0.3% | |
| Janus Henderson Flexible Bond Fund I 519,814 shares (a) | Mutual Funds | — | — | $4.8M | 0.3% | |
| Fidelity Select Technology Fund 125,207 shares (a) | Mutual Funds | — | — | $4.6M | 0.3% |
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 |
|---|---|---|---|---|---|
| NEPC | 04-2927339 | — | NONE | $17K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $6K | — |
