Sharon Barnes signed Stephen F Austin Community Healt's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stephen F Austin Community Healt's EIN is 41-2273820.
Download the official 2024 Form 5500 (PDF) for Stephen F Austin Community Healt from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stephen F Austin Community Healt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $11K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.6M | 89.1% | |
| JOHN HANCOCK TRUST CO LT BLEND 2040 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $1.1M | 17.6% | |
| JOHN HANCOCK TRUST CO LT BLEND 2045 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $895K | 14.2% | |
| JOHN HANCOCK TRUST CO LT BLEND 2050 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $758K | 12.1% | |
| JOHN HANCOCK TRUST CO LT BLEND 2030 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $659K | 10.5% | |
| JOHN HANCOCK TRUST CO LT BLEND 2055 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $595K | 9.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $535K | 8.5% | |
| JOHN HANCOCK TRUST CO LT BLEND 2060 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $416K | 6.6% | |
| JOHN HANCOCK TRUST CO LT BLEND 2035 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $388K | 6.2% | |
| JOHN HANCOCK TRUST CO LT BLEND 2025 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $361K | 5.7% | |
| JOHN HANCOCK TRUST CO LT BLEND 2015 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 015 | Common Collective Trust | — | — | $189K | 3.0% | |
| JOHN HANCOCK TRUST CO LT BLEND 2065 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $164K | 2.6% | |
| Plan No. 001 | Other securities | — | $164K | $111K | 1.8% | |
| JOHN HANCOCK TRUST CO LT BLEND 2020 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $68K | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $41K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| 82-0543156 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | — | NEW YORK, NY | RETAINED BY EMPLOYER | $13K | — |
