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 401(k) feature, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), 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 | $1.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $503K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $313.2M | 9.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $311.2M | 9.4% | |
| Vanguard Total Stock Market Index Plus | Common Collective Trusts | — | — | $298.8M | 9.0% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | Other securities | — | — | $282.4M | 8.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $281.8M | 8.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $276.4M | 8.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $252.5M | 7.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $183.6M | 5.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $177.5M | 5.4% | |
| John Hancock John Hancock Disciplined Value | Other securities | — | — | $161.5M | 4.9% | |
| Fidelity Balanced K | Mutual Funds | — | — | $90.5M | 2.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $80.7M | 2.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $65.2M | 2.0% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $60.8M | 1.8% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $57.0M | 1.7% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $53.7M | 1.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $47.6M | 1.4% | |
| Artisan Small Cap | Other securities | — | — | $46.2M | 1.4% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $46.1M | 1.4% | |
| Westwood Quality Small Cap | Other securities | — | — | $40.3M | 1.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $37.4M | 1.1% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $35.9M | 1.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $29.8M | 0.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $26.5M | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $25.1M | 0.8% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $2.8M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
