Eric Feinstein signed Saint Luke's Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Luke's Health System's EIN is 43-1747502.
Download the official 2024 Form 5500 (PDF) for Saint Luke's Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Luke's Health System's plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, 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 | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $313K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $919.2M | 95.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | PLAN SPONSOR | $27K | — |
