AMY Gamradt signed Centracare Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centracare Health System's EIN is 41-1813221.
Download the official 2024 Form 5500 (PDF) for Centracare Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centracare Health System's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $297K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEECH TISHMAN FUSCALDO & LAMPL LLC | 25-1739882 | — | ATTORNEY/LEGAL | $43K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 | Mutual Funds | — | — | $106.2M | 12.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $78.6M | 9.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $76.0M | 8.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $70.1M | 8.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $66.0M | 7.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $59.9M | 6.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $58.5M | 6.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $47.5M | 5.5% | |
| Fidelity Balanced | Mutual Funds | — | — | $41.4M | 4.8% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $36.0M | 4.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $29.9M | 3.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $26.8M | 3.1% | |
| John Hancock Disciplined Value International R6 | Other securities | — | — | $21.8M | 2.5% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $20.5M | 2.4% | |
| William Blair Small-Mid Cap Growth | Other securities | — | — | $20.4M | 2.4% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $16.3M | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $13.5M | 1.6% | |
| Vanguard Target Retirement 2065 184 Vanguard Target Retirement 2070 1 Vanguard Target Retirement Income | Mutual Funds | — | — | $12.1M | 1.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $10.6M | 1.2% | |
| Fidelity Diversified International K6 | Mutual Funds | — | — | $8.2M | 0.9% | |
| Fidelity Small Cap Discovery | Mutual Funds | — | — | $8.0M | 0.9% | |
| BlackRock Strategic Income Opportunities Portfolio | Other securities | — | — | $7.1M | 0.8% | |
| DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $7.0M | 0.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $5.2M | 0.6% | |
| PGIM Total Return Bond | Other securities | — | — | $5.2M | 0.6% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $5.1M | 0.6% | |
| Participants Loans Interest 4.25% to 9.50% - | Bonds / Notes | — | — | $3.9M | 0.5% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $3.6M | 0.4% | |
| PIMCO Total Return ESG | Mutual Funds | — | — | $967K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
