Susan Schaub signed Shore Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shore Health System, Inc.'s EIN is 52-0610538.
Download the official 2024 Form 5500 (PDF) for Shore Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shore Health System, Inc.'s plan includes ERISA 404(c) participant direction, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $17.5M | 14.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $10.2M | 8.7% | |
| Fidelity U.S. Sustainability Index Mutual Funds | Mutual Funds | — | — | $9.5M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2040 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $8.3M | 7.0% | |
| VANGUARD TARGET RETIREMENT 2045 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $8.0M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2025 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $7.5M | 6.3% | |
| Fidelity Advisor Equity Growth Z Fund Mutual Funds | Mutual Funds | — | — | $7.3M | 6.2% | |
| MID CAP GRO II CLASS I1 GREAT GRAY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.1% | |
| VAN TGT RETIRE PLUS 2020 VANGUARD · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $7.2M | 6.0% | |
| Prudential Preservation Separate Account Insurance Contract | Pooled Separate Accounts | — | — | $6.9M | 5.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $6.0M | 5.1% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $4.3M | 3.6% | |
| American Funds Europacific Growth R6 Mutual Funds | Mutual Funds | — | — | $3.9M | 3.3% | |
| LARGE CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.4% | |
| Fidelity Total Bond K6 Mutual Funds | Mutual Funds | — | — | $2.2M | 1.9% | |
| Vanguard Target Retirement Income Plus Collective Trust Funds | Common Collective Trusts | — | — | $1.9M | 1.6% | |
| VAN TGT RETIREPL INCOME VANGUARD · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2055 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | — | $1.0M | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $851K | 0.7% | |
| DFA U.S. Target Value Portfolio Mutual Funds | Mutual Funds | — | — | $721K | 0.6% | |
| Cohen & Steers Reality Mutual Funds | Other securities | — | — | $623K | 0.5% | |
| Fidelity Small Cap Growth K6 Mutual Funds | Mutual Funds | — | — | $580K | 0.5% | |
| John Hancock Disciplined Value Mid-Cap R2 Mutual Funds | Other securities | — | — | $365K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $333K | 0.3% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $319K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2060 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $197K | 0.2% | |
| INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 768 | Pooled Separate Account | — | — | $124K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $47K | <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 |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | OTHER | $352 | — |
