Scott Kleffman signed Fairview Range Regional Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fairview Range Regional Health Services' EIN is 41-1293970.
Download the official 2024 Form 5500 (PDF) for Fairview Range Regional Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fairview Range Regional Health Services' plan includes a default investment (QDIA), 403(b) custodial accounts, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $12.4M | 15.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $11.3M | 13.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $9.9M | 11.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $9.0M | 10.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.9M | 9.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.3M | 6.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $4.3M | 5.1% | |
| T.Rowe Price Blue Chip Growth | Other securities | — | — | $3.9M | 4.7% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $3.7M | 4.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.2M | 2.7% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $1.8M | 2.2% | |
| Fidelity Balance K | Mutual Funds | — | — | $1.8M | 2.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.7M | 2.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $992K | 1.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $918K | 1.1% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $764K | 0.9% | |
| Fidelity Total International Index | Mutual Funds | — | — | $744K | 0.9% | |
| Baird Aggregate Bond | Other securities | — | — | $631K | 0.8% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $519K | 0.6% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $509K | 0.6% | |
| Artisan Small Cap | Other securities | — | — | $410K | 0.5% | |
| Fidelity Government Cash Reserve | Mutual Funds | — | — | $398K | 0.5% | |
| Westwood Quality Small Cap | Other securities | — | — | $343K | 0.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $288K | 0.3% | |
| Fidelity Management Trust Company Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $171K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
