AMY Ninham signed Mille LACS Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mille LACS Health System's EIN is 41-0785161.
Download the official 2024 Form 5500 (PDF) for Mille LACS Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mille LACS Health System's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $52K | — |
| LINCOLN NATIONAL CORPORATION | 34-1140070 | — | SERVICE PROVIDER | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.1M | 86.3% | |
| [Assets held in participant loans] | Other | — | — | $331K | 1.2% |
| KESTRA INVESTMENT SERVICES LLC |
| 35-2552359 |
| — |
| ADVISOR |
| $55K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
