Cristi Lockett signed Baylor Scott & White Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baylor Scott & White Holdings' EIN is 46-3130985.
Download the official 2024 Form 5500 (PDF) for Baylor Scott & White Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baylor Scott & White Holdings' plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $192K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl PL 255,949 Shares | Mutual Funds | — | $255.9M | $122.6M | 18.9% | |
| JPMorgan SmartRetirement 2040 R6 2,646,045 Shares | Other securities | — | $2.6B | $57.1M | 8.8% | |
| JPMorgan SmartRetirement 2035 R6 2,716,898 Shares | Other securities | — | $2.7B | $53.7M | 8.3% | |
| JPMorgan SmartRetirement 2045 R6 2,129,842 Shares | Other securities | — | $2.1B | $46.5M | 7.2% | |
| JPMorgan SmartRetirement 2030 R6 2,026,524 Shares | Other securities | — | $2.0B | $37.3M | 5.8% | |
| Vanguard PRIMECAP ADM 208,706 Shares | Mutual Funds | — | $208.7M | $34.7M | 5.4% | |
| Vanguard Total Bond Market Idx Instl PLSVBMPX 3,536,002 Shares | Common Collective Trusts | — | $3.5B | $33.5M | 5.2% | |
| Vanguard Extended Market Idx INSTLPLUS 93,210 Shares | Common Collective Trusts | — | $93.2M | $33.1M | 5.1% | |
| JPMorgan SmartRetirement 2050 R6 1,415,657 Shares | Other securities | — | $1.4B | $32.1M | 5.0% | |
| JPMorgan SmartRetirement 2025 R6 1,915,644 Shares | Other securities | — | $1.9B | $31.9M | 4.9% | |
| Vanguard Total Intl Stock Idx INSTLPLS 237,140 Shares | Common Collective Trusts | — | $237.1M | $30.1M | 4.6% | |
| Vanguard Federal Money Market Inv 17,062,914 Shares | Mutual Funds | — | $17.1B | $17.1M | 2.6% | |
| JPMorgan SmartRetirement 2020 R6 1,024,514 Shares | Other securities | — | $1.0B | $16.1M | 2.5% | |
| Schwab SDB | Mutual Funds | — | — | $14.3M | 2.2% | |
| Dodge & Cox Stock Fund Class X 53,428 Shares | Mutual Funds | — | $53.4M | $13.7M | 2.1% | |
| Baird Aggregate Bond Inst 1,399,387 Shares | Other securities | — | $1.4B | $13.5M | 2.1% | |
| Vanguard Inflation-Protected Secs I 1,265,578 Shares | Mutual Funds | — | $1.3B | $11.6M | 1.8% | |
| American Funds Europacific Gr R6 188,705 Shares | Mutual Funds | — | $188.7M | $10.1M | 1.6% | |
| Jhancock Income R6 1,474,291 Shares | Other securities | — | $1.5B | $8.6M | 1.3% | |
| JPMorgan SmartRetirement Income R6 555,286 Shares | Other securities | — | $555.3M | $8.5M | 1.3% | |
| Federated Hermes MDT Small CP Core IS 292,588 Shares | Other securities | — | $292.6M | $7.8M | 1.2% | |
| JPMorgan SmartRetirement 2055 R6 267,202 Shares | Other securities | — | $267.2M | $7.3M | 1.1% | |
| Schwab SDB Roth | Mutual Funds | — | — | $2.9M | 0.5% | |
| Savings Plan April 2033 | Other securities | — | — | $1.9M | 0.3% | |
| JPMorgan SmartRetirement 2060 R6 56,857 Shares | Other securities | — | $56.9M | $1.3M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $3K |
| — |
| HAYNES AND BOONE LLP | — | DALLAS, TX | NONE | $984 | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $900 | — |
