Melissa Shepard signed Good Samaritan Hospital Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Good Samaritan Hospital Association's EIN is 45-0226419.
Download the official 2024 Form 5500 (PDF) for Good Samaritan Hospital Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Good Samaritan Hospital Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $55K | — |
| ALERUS INVESTMENT ADVISORS, INC. | 42-1378382 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Class X Mutual Fund N/A | Mutual Funds | — | — | $3.8M | 20.9% | |
| Fidelity Contra Fund #22 Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 10.3% | |
| Vanguard Windsor Ii Admiral Shrs Fund #573 Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 8.6% | |
| Mfs International Equity Fund Cl R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 8.1% | |
| Mfs Mid Cap Value Fd Cl R6 Mutual Fund N/A | Mutual Funds | — | — | $943K | 5.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $860K | 4.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $816K | 4.5% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $736K | 4.0% | |
| Cohen & Steers Realty Shares Instl Mutual Fund N/A | Other securities | — | — | $609K | 3.3% | |
| Federated Hermes Instl High Yield Bond Mutual Fund N/A | Other securities | — | — | $600K | 3.3% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $594K | 3.3% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | Mutual Funds | — | — | $592K | 3.2% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | Mutual Funds | — | — | $535K | 2.9% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | Mutual Funds | — | — | $525K | 2.9% | |
| ALERUS MODERATE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 018 | Common Collective Trust | — | — | $488K | 2.7% | |
| Vanguard Target Retirement Income Mutual Fund N/A 590 Vanguard Target Retirement 2025 Mutual Fund N/A | Mutual Funds | — | — | $472K | 2.6% | |
| American Balanced American Balanced R6 Mutual Fund N/A | Other securities | — | — | $303K | 1.7% | |
| ALERUS AGGRESSIVE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 019 | Common Collective Trust | — | — | $272K | 1.5% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | Mutual Funds | — | — | $268K | 1.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $156K | 0.9% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | Mutual Funds | — | — | $147K | 0.8% | |
| Notes receivable from participants Maturing 2025 - 2036 at interest rate of 4.25% - 9.50% - | Bonds / Notes | — | — | $136K | 0.7% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | Mutual Funds | — | — | $88K | 0.5% | |
| Vanguard Emerging Markets Stock Index Adm Mutual Fund N/A | Mutual Funds | — | — | $86K | 0.5% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | Mutual Funds | — | — | $78K | 0.4% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | Mutual Funds | — | — | $75K | 0.4% | |
| ALERUS MODERATE INCOME - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 016 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Pimco Real Return Instl Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| ALERUS CONSERVATIVE INCOME - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 015 | Common Collective Trust | — | — | $1K | <0.1% | |
| ALERUS CONSERVATIVE GROWTH - DIRECT ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 017 | Common Collective Trust | — | — | $318 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
