Celeste McIntyre signed Beaumont Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beaumont Health's EIN is 38-1426919.
Download the official 2024 Form 5500 (PDF) for Beaumont Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beaumont Health's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), 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 INST OPS | 04-2647786 | — | RECORDKPNG/ CONTRACT ADM | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL PEARL STREET INV MGMNT | 43-0538770 | — | INV ADVISOR | $12K | — |
| FINANCIAL ENGINES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $7.0M | 14.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $6.5M | 13.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.5M | 13.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.5M | 9.1% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.2M | 8.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3.1M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.4M | 5.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.7M | 3.4% | |
| Principal Life Insurance Company Unallocated insurance contract - Principal Financial Fixed Account | Common Stocks | — | — | $1.6M | 3.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $749K | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $492K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $477K | 1.0% | |
| Vanguard Midcap Growth Index Fund | Common Collective Trusts | — | — | $323K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $296K | 0.6% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $272K | 0.6% | |
| Fidelity Management Trust Company BrokerageLink Fund | Mutual Funds | — | — | $270K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $175K | 0.4% | |
| Vanguard Midcap Index Fund | Common Collective Trusts | — | — | $171K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $158K | 0.3% | |
| Vanguard Small Cap IndexFund | Mutual Funds | — | — | $148K | 0.3% | |
| Vanguard Small Value Index Fund | Common Collective Trusts | — | — | $137K | 0.3% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $119K | 0.2% | |
| Vanguard Inflation-Protected Fund | Mutual Funds | — | — | $93K | 0.2% | |
| Fidelity Management Trust Company Interest-bearing cash | Mutual Funds | — | — | $80K | 0.2% | |
| Vanguard Midcap Value Index Fund | Common Collective Trusts | — | — | $78K | 0.2% | |
| Fidelity Management Trust Company Fidelity Treasury-Only Money Market Fund | Mutual Funds | — | — | $65K | 0.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $60K | 0.1% | |
| Vanguard International Bond Index Fund | Common Collective Trusts | — | — | $47K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 77-0473565 |
| — |
| ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEORGE JOHNSON & COMPANY | 38-2029668 | — | AUDITOR | $21K | — |
