Janelle Lee signed Olathe Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olathe Health System, Inc.'s EIN is 48-0979845.
Download the official 2024 Form 5500 (PDF) for Olathe Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olathe Health System, Inc.'s plan includes automatic enrollment, 403(b) custodial accounts, a self-directed brokerage window, a 403(b) annuity, 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 | -$22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Retirement Money Market Fund | Mutual Funds | — | — | $63K | 55.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $41K | 36.5% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $6K | 5.5% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $3K | 2.4% | |
| PIMCO Total Return Inst Fund | Mutual Funds | — | — | $174 | 0.2% |
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 |
|---|---|---|---|---|---|
| FORVIS, LLP (USED TO BE BKD) | 44-0160260 | — | ACCOUNTANT/AUDITOR | $35K | — |
