Samantha Loesing signed Independence Health Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independence Health Systems, Inc.'s EIN is 43-0926316.
Download the official 2024 Form 5500 (PDF) for Independence Health Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independence Health Systems, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF MISSOURI | — | COLUMBIA, MO | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BOM AGGRESSIVE MODEL BOM 0 | Other securities | — | — | $481K | 24.1% | |
| BOM MODERATE MODEL BOM 0 | Other securities | — | — | $472K | 23.7% | |
| BOM GROWTH MODEL BOM 0 | Other securities | — | — | $264K | 13.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | Other securities | — | — | $168K | 8.4% | |
| Fidelity Freedom Index 2030 Instl Prem Fidelity 0 | Mutual Funds | — | — | $90K | 4.5% | |
| Fidelity Freedom Index 2040 Instl Prem Fidelity 0 | Mutual Funds | — | — | $64K | 3.2% | |
| Fidelity Freedom Index 2050 Instl Prem Fidelity 0 | Mutual Funds | — | — | $59K | 3.0% | |
| Fidelity Freedom Index 2025 Instl Prem Fidelity 0 | Mutual Funds | — | — | $56K | 2.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $42K | 2.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 238 Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $41K | 2.1% | |
| Fidelity Freedom Index 2065 Instl Prem Fidelity 0 | Mutual Funds | — | — | $33K | 1.7% | |
| Baron Asset R6 Baron 0 | Other securities | — | — | $30K | 1.5% | |
| Fidelity Freedom Index 2020 Instl Prem Fidelity 0 | Mutual Funds | — | — | $30K | 1.5% | |
| Fidelity Freedom Index 2060 Instl Prem Fidelity 0 | Mutual Funds | — | — | $29K | 1.5% | |
| BOM CONSERVATIVE MODEL BOM 0 | Other securities | — | — | $27K | 1.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $20K | 1.0% | |
| Fidelity Freedom Index 2045 Instl Prem Fidelity 0 | Mutual Funds | — | — | $17K | 0.9% | |
| Fidelity Freedom Index 2035 Instl Prem Fidelity 0 | Mutual Funds | — | — | $13K | 0.7% | |
| DFA US Large Company Portfolio Instl DFA 0 | Mutual Funds | — | — | $10K | 0.5% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | Mutual Funds | — | — | $9K | 0.5% | |
| Fidelity Freedom Index Inc Instl Prem Fidelity 0 | Mutual Funds | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
