Joseph Gaylord signed Fairview Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fairview Health Services' EIN is 41-0991680.
Download the official 2024 Form 5500 (PDF) for Fairview Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fairview Health Services' plan includes ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced K | Mutual Funds | — | — | $217.8M | 33.8% | |
| TRP BLUE CHIP GR T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $119.3M | 18.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $42.4M | 6.6% | |
| Boston Partners Boston Partners Large Cap Value Equity Fund | Other securities | — | — | $40.2M | 6.2% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $40.2M | 6.2% | |
| Vanguard Total Stock Market Index Plus | Common Collective Trusts | — | — | $34.3M | 5.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $28.4M | 4.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $27.2M | 4.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $26.9M | 4.2% | |
| Fidelity Cash Reserves Fund | Mutual Funds | — | — | $17.1M | 2.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.9M | 2.0% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $12.1M | 1.9% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $11.2M | 1.7% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $10.7M | 1.7% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $10.6M | 1.6% | |
| Artisan Small Cap | Other securities | — | — | $6.7M | 1.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.8% | |
| Spartan Total International Index Pool Class C | Other securities | — | — | $4.8M | 0.7% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $4.8M | 0.7% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $4.7M | 0.7% | |
| Westwood Quality Small Cap | Other securities | — | — | $4.6M | 0.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $381K | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $179K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
