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 a 401(k) feature, profit-sharing, a default investment (QDIA), 403(b) custodial accounts, a self-directed brokerage window, ERISA 404(c) participant direction.
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 | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $91K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $41.4M | 9.1% | |
| Vanguard Total Stock Market Index Plus | Common Collective Trusts | — | — | $41.1M | 9.0% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | Other securities | — | — | $41.0M | 9.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $39.2M | 8.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $36.1M | 7.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $34.8M | 7.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $29.9M | 6.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $29.3M | 6.4% | |
| John Hancock John Hancock Disciplined Value | Other securities | — | — | $25.0M | 5.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $24.7M | 5.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $16.6M | 3.7% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $10.4M | 2.3% | |
| Fidelity Balanced K | Mutual Funds | — | — | $9.3M | 2.0% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $8.5M | 1.9% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $8.2M | 1.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $7.8M | 1.7% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $6.5M | 1.4% | |
| Artisan Small Cap | Other securities | — | — | $6.5M | 1.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $5.8M | 1.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $5.4M | 1.2% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $5.4M | 1.2% | |
| Dodge and Cox Dodge and Cox International Stock Fund | Mutual Funds | — | — | $5.1M | 1.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $4.9M | 1.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $4.6M | 1.0% | |
| Westwood Quality Small Cap | Other securities | — | — | $4.5M | 1.0% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $289K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
