JON Poole signed McLeod Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McLeod Health's EIN is 51-0473500.
Download the official 2024 Form 5500 (PDF) for McLeod Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McLeod Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $593K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $147K | — |
| MERCER INVESTMENT MANAGEMENT INC |
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 | — | — | $99.3M | 12.3% | |
| State Street Target Retirement 2035 | Other securities | — | — | $71.6M | 8.9% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $71.6M | 8.9% | |
| State Street Target Retirement 2045 | Other securities | — | — | $63.5M | 7.8% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $63.5M | 7.8% | |
| State Street Target Retirement 2040 | Other securities | — | — | $62.6M | 7.7% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $62.6M | 7.7% | |
| State Street Target Retirement 2030 | Other securities | — | — | $62.4M | 7.7% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $62.4M | 7.7% | |
| State Street Target Retirement 2050 | Other securities | — | — | $53.3M | 6.6% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $53.3M | 6.6% | |
| State Street Target Retirement 2025 | Other securities | — | — | $51.0M | 6.3% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $51.0M | 6.3% | |
| T Rowe Price Institutional Large Cap Core Growth | Mutual Funds | — | — | $48.0M | 5.9% | |
| INVESCO Stable Value Trust | Stable Value | — | — | $40.9M | 5.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $40.9M | 5.1% | |
| State Street Target Retirement 2055 | Other securities | — | — | $37.0M | 4.6% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $37.0M | 4.6% | |
| ARROWST ACWI EX-US A GLOBAL TRUST COMPANY · EIN 38-7148887 / PN 001 | Common Collective Trust | — | — | $36.2M | 4.5% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $32.3M | 4.0% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $19.7M | 2.4% | |
| State Street Target Retirement 2020 | Other securities | — | — | $18.5M | 2.3% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $18.5M | 2.3% | |
| State Street Target Retirement 2060 | Other securities | — | — | $18.0M | 2.2% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $18.0M | 2.2% | |
| Vaughan Nelson Mid Cap Fund Class Y | Other securities | — | — | $17.6M | 2.2% | |
| State Street US Bond Index | Other securities | — | — | $16.2M | 2.0% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $16.2M | 2.0% | |
| T. Rowe Price Institutional Large Cap Value | Other securities | — | — | $15.8M | 1.9% | |
| Self-Directed Accounts | Self-Directed Brokerage | — | — | $11.1M | 1.4% | |
| State Street Retirement Income Securities | Other securities | — | — | $8.0M | 1.0% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $8.0M | 1.0% | |
| State Street Global All Cap Equity ex-US Index | Other securities | — | — | $7.6M | 0.9% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $7.6M | 0.9% | |
| State Street Small/Mid Cap Equity Index | Common Collective Trusts | — | — | $7.2M | 0.9% | |
| State Street Target Retirement 2065 | Other securities | — | — | $6.5M | 0.8% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $6.5M | 0.8% | |
| PIMCO Inflation Response Multi Asset Institutional | Mutual Funds | — | — | $2.8M | 0.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $1.6M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0282430 |
| — |
| ADVISOR |
| $67K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREERWALKER | 56-1434747 | — | PLAN ADMINISTRATOR | $47K | — |
