Discovery Health Sciences Foundation, Inc.'s EIN is 45-3761886.
Download the official 2024 Form 5500 (PDF) for Discovery Health Sciences Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Discovery Health Sciences Foundation, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | AUSTIN, TX | BROKER | $2K | — |
| PROSPERA FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Retirement Fund Class American Funds 2040 Target Date Mutual Fund | Mutual Funds | — | — | $2.2M | 16.7% | |
| Retirement Fund Class American Funds 2045 Target Date Mutual Fund | Mutual Funds | — | — | $1.8M | 13.4% | |
| Retirement Fund Class American Funds 2055 Target Date Mutual Fund | Mutual Funds | — | — | $1.4M | 10.5% | |
| Retirement Fund Class American Funds 2025 Target Date Mutual Fund | Mutual Funds | — | — | $1.3M | 9.8% | |
| Retirement Fund Class American Funds 2030 Target Date Mutual Fund | Mutual Funds | — | — | $1.3M | 9.8% | |
| Retirement Fund Class American Funds 2050 Target Date Mutual Fund | Mutual Funds | — | — | $1.1M | 8.4% | |
| Retirement Fund Class American Funds 2035 Target Date Mutual Fund | Mutual Funds | — | — | $1.0M | 7.8% | |
| Retirement Fund Class American Funds 2060 Target Date Mutual Fund | Mutual Funds | — | — | $895K | 6.8% | |
| Retirement Fund Class American Funds 2020 Target Date Mutual Fund | Mutual Funds | — | — | $495K | 3.7% | |
| Notes receivable from participants Rates of 4.25% to 9.50% | Bonds / Notes | — | — | $297K | 2.2% | |
| American Funds The Growth Fund of Mutual Fund | Mutual Funds | — | — | $250K | 1.9% | |
| Retirement Fund Class American Funds 2065 Target Date Mutual Fund | Mutual Funds | — | — | $162K | 1.2% | |
| Company of America Class American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $146K | 1.1% | |
| Class American Funds Growth Portfolio Class Mutual Fund | Mutual Funds | — | — | $113K | 0.9% | |
| and Income Fund Class American Funds Washington Mutual Fund | Mutual Funds | — | — | $106K | 0.8% | |
| Investors Fund Class Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $82K | 0.6% | |
| Income Portfolio Class American Funds Smallcap World Fund Mutual Fund | Mutual Funds | — | — | $78K | 0.6% | |
| Fund Class American Funds Fundamental Investors Mutual Fund | Mutual Funds | — | — | $49K | 0.4% | |
| Trust Class American Funds American Balanced Mutual Fund | Mutual Funds | — | — | $48K | 0.4% | |
| Fund Class American Funds Capital World Growth Mutual Fund | Mutual Funds | — | — | $44K | 0.3% | |
| America Class American Funds Capital Income Builder Mutual Fund | Mutual Funds | — | — | $38K | 0.3% | |
| Fund Class American Funds The Bond Fund of Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Securities Fund Class American Funds The Investment Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Fund Janus Henderson Global Technology Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds Moderate Growth and Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| and Innovation Fund Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| Class American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Fund Institutional Service Class Allspring Special Small Cap Value Fund Mutual Fund 700 * Nationwide fixed select option contract Shares of group annuity | Common Stocks | — | — | $18K | 0.1% | |
| Morgan Stanley Institutional Discovery I Mutual Fund | Other securities | — | — | $13K | <0.1% | |
| Retirement Fund Class American Funds 2015 Target Date Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Retirement Fund Class American Funds American High-Income Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Class American Funds Capital World Bond Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| America Class American Funds U.S. Government Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds 2010 Target Date Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| DFA U.S. Vector Equity Portfolio Mutual Fund 854 Institutional Class * Nationwide Geneva Small Cap Growth Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 75-1832551 |
| DALLAS, TX |
| BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | NEW YORK, NY | TPA | $10K | — |
