Amber Honeas signed SSM Health Care Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SSM Health Care Corp.'s EIN is 46-6029223.
Download the official 2024 Form 5500 (PDF) for SSM Health Care Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SSM Health Care Corp.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $210.0M | 15.4% | |
| FID BLUE CHP GR CP C FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $154.1M | 11.3% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $102.4M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $83.6M | 6.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $82.4M | 6.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $78.9M | 5.8% | |
| DODGE & COX STOCK X | Mutual Funds | — | — | $78.2M | 5.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $76.9M | 5.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $61.2M | 4.5% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $54.2M | 4.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $52.6M | 3.9% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $45.6M | 3.3% | |
| MFS INTL GROWTH 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $42.4M | 3.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $30.9M | 2.3% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $30.0M | 2.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $27.0M | 2.0% | |
| SELF-DIRECTED BROKERAGE ACCOUNT | Self-Directed Brokerage | — | — | $26.6M | 2.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $19.7M | 1.4% | |
| DFA US SMALL CAP I | Mutual Funds | — | — | $18.7M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.2% | |
| DODGE & COX INT SK X | Mutual Funds | — | — | $13.5M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $8.7M | 0.6% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $6.1M | 0.4% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY, LLC · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $4.4M | 0.3% | |
| DRIEHAUS EM GRTH C RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.3% | |
| CR EQUITY INDEX IS | Common Collective Trusts | — | — | $2.6M | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS*** (interest rates of 3.25 to 10.25% and | Bonds / Notes | — | — | $2.5M | 0.2% | |
| C&S US REALTY S SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| EMPOWER GUARANTEED FIXED FUND | Other securities | — | — | $1.2M | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $521K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $457K | <0.1% | |
| VANG TRGT INC&GR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $49K | <0.1% | |
| FIDELITY STIF | Mutual Funds | — | — | $38K | <0.1% | |
| PIMCO RAE US SM CLS GREAT GRAY TRUST COMPANY · EIN 38-4139838 / PN 617 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIRE TRUST 2070 VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6200489 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | PLAN SPONSOR | $34K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | PLAN SPONSOR | $23K | — |
| UB GREENSFELDER LLC | 34-0756436 | — | PLAN SPONSOR | $7K | — |
