LORI Folsom signed TIFT Regional Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TIFT Regional Health System, Inc.'s EIN is 45-3072990.
Download the official 2024 Form 5500 (PDF) for TIFT Regional Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TIFT Regional Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $201K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS INC | 58-2608124 | — | INVESTMENT ADVISOR | $198K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $83.1M | 20.5% | |
| TFLIC Fixed fund | Other securities | — | — | $83.0M | 20.4% | |
| Vanguard Institutional Index I, 138,848 shares | Mutual Funds | — | — | $66.5M | 16.4% | |
| Dimensional DFA US Large Cap Value I, 694,559 shares | Mutual Funds | — | — | $34.2M | 8.4% | |
| Vanguard Mid Cap Index I, 375,512 shares | Mutual Funds | — | — | $27.1M | 6.7% | |
| Vanguard Small Cap Index Adm, 127,580 shares | Mutual Funds | — | — | $14.7M | 3.6% | |
| Dimensional DFA US Small Cap Value I, 241,831 shares | Mutual Funds | — | — | $11.7M | 2.9% | |
| BlackRock Health SciencesOpps Instl, 171,853 shares | Other securities | — | — | $11.6M | 2.8% | |
| PIMCO Total Return Instl, 1,356,973 shares | Mutual Funds | — | — | $11.5M | 2.8% | |
| TIAA-CREF Lifecycle Index 2035 Premier, 244,414 shares | Mutual Funds | — | — | $6.5M | 1.6% | |
| TIAA-CREF Lifecycle Index 2030 Premier, 242,044 shares | Mutual Funds | — | — | $5.8M | 1.4% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst, 362,622 shares | Mutual Funds | — | — | $5.8M | 1.4% | |
| Participants 9.50%) | Bonds / Notes | — | — | $4.3M | 1.1% | |
| Dimensional DFA Emerging Markets Core Equity I, 183,748, shares | Mutual Funds | — | — | $4.3M | 1.1% | |
| TIAA-CREF Lifecycle Index 2040 Premier, 141,920 shares | Mutual Funds | — | — | $4.1M | 1.0% | |
| TIAA-CREF Lifecycle Index 2025 Premier, 176,187 shares | Mutual Funds | — | — | $3.7M | 0.9% | |
| TIAA-CREF Lifecycle Index 2010 Premier, 227,748 shares | Mutual Funds | — | — | $3.7M | 0.9% | |
| TIAA-CREF Lifecycle Index 2060 Premier, 173,449 shares | Mutual Funds | — | — | $3.5M | 0.9% | |
| TIAA-CREF Lifecycle Index 2020 Premier, 169,301 shares | Mutual Funds | — | — | $3.2M | 0.8% | |
| TIAA-CREF Lifecycle Index 2050 Premier, 100,503 shares | Mutual Funds | — | — | $3.1M | 0.8% | |
| TIAA-CREF Lifecycle Index 2045 Premier, 76,066 shares | Mutual Funds | — | — | $2.3M | 0.6% | |
| TIAA-CREF Lifecycle Index 2015 Premier, 137,639 shares | Mutual Funds | — | — | $2.3M | 0.6% | |
| TIAA-CREF Lifecycle Index 2055 Premier, 80,159 shares | Mutual Funds | — | — | $2.0M | 0.5% | |
| Vanguard Dvlp Mrkts Indx Admrl, 122,950 shares | Mutual Funds | — | — | $1.9M | 0.5% | |
| Fidelity US Bond Index, 147,098 shares | Mutual Funds | — | — | $1.5M | 0.4% | |
| Nuveen High Yield R6, 138,990 shares | Mutual Funds | — | — | $1.2M | 0.3% | |
| Dimensional | Mutual Funds | — | — | $1.2M | 0.3% | |
| Nuveen | Mutual Funds | — | — | $1.0M | 0.2% | |
| TIAA-CREF Real Estate Sec Instl, 49,167 shares | Mutual Funds | — | — | $885K | 0.2% | |
| Personal Choice Self-Directed Funds, 134,271 shares | Self-Directed Brokerage | — | — | $134K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
