JEFF Hazard signed Sheppard Pratt Health System's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheppard Pratt Health System's EIN is 52-0591684.
Download the official 2023 Form 5500 (PDF) for Sheppard Pratt Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sheppard Pratt Health System's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window, a 401(k) feature, profit-sharing.
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 | $113K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Inc Mutual Fund | Mutual Funds | — | — | $3.8M | 12.0% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $3.6M | 11.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $3.5M | 10.9% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $3.4M | 10.7% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $3.4M | 10.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $3.4M | 10.5% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $3.2M | 10.0% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $3.1M | 9.8% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $1.5M | 4.6% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $660K | 2.1% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $551K | 1.7% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $303K | 0.9% | |
| Fully Benefit-Responsive Fixed Lincoln Stable Value Annuity Contract Fund | Stable Value | — | — | $174K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $126K | 0.4% | |
| Baird Aggregate Bond Institutional Mutual Fund | Other securities | — | — | $115K | 0.4% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $105K | 0.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $99K | 0.3% | |
| Dodge & Cox Stock X Mutual Fund | Mutual Funds | — | — | $86K | 0.3% | |
| Parnassus Core EQ IS Mutual Fund | Other securities | — | — | $80K | 0.3% | |
| BlackRock Strategic Income Opp K Mutual Fund | Other securities | — | — | $75K | 0.2% | |
| John Hancock DSCPL VAL MidCap R6 Mutual Fund | Other securities | — | — | $72K | 0.2% | |
| Fidelity Government Money Market Interest-Bearing Cash | Mutual Funds | — | — | $68K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $68K | 0.2% | |
| T. Rowe Price Overseas Stock I Mutual Fund | Other securities | — | — | $55K | 0.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $49K | 0.2% | |
| DFA Emerging Market Core EQ Mutual Fund | Mutual Funds | — | — | $45K | 0.1% | |
| BrokerageLink Interest-Bearing Cash | Cash / Money Market | — | — | $45K | 0.1% | |
| Loomis Small Cap Growth N Mutual Fund | Other securities | — | — | $39K | 0.1% | |
| Principal Real Estate SEC R6 Mutual Fund | Other securities | — | — | $32K | <0.1% | |
| American Beacon Stephens Mid-Cap GR R6 Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Victory Integrity Small-Cap VAL R6 Mutual Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
