Southern Maryland Hospital, Inc.'s EIN is 52-1157796.
Download the official 2024 Form 5500 (PDF) for Southern Maryland Hospital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Maryland Hospital, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of Amer R3 57,077 units | Mutual Funds | — | — | $4.1M | 24.9% | |
| Vanguard 500 Index Admiral 4,868 units | Common Collective Trusts | — | — | $2.6M | 16.0% | |
| Empower Aggressive Profile Fund Inv 232,538 units | Other securities | — | — | $1.3M | 7.9% | |
| Empower Guaranteed Portfolio Fund | Other securities | — | — | $921K | 5.6% | |
| Virtus Investments Virtus Ceredex Mid-Cap Value Equity A 65,847 units | Other securities | — | — | $770K | 4.7% | |
| Vanguard Total Bond Market Index Admiral 72,415 units | Mutual Funds | — | — | $686K | 4.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 A 46,862 units | Mutual Funds | — | — | $628K | 3.8% | |
| Empower Moderate Profile Fund Inv 94,837 units | Other securities | — | — | $598K | 3.6% | |
| Vanguard Small Cap Index Adm 4,823 units | Mutual Funds | — | — | $555K | 3.4% | |
| Similar Party Maturity Value Cost** Current Value American Funds American Funds EuroPacific Gr R3 10,170 units | Mutual Funds | — | — | $530K | 3.2% | |
| Oakmark Funds Oakmark Fund Investor Class 3,368 units | Other securities | — | — | $513K | 3.1% | |
| Vanguard Total Intl Stock Index Admiral 14,308 units | Mutual Funds | — | — | $453K | 2.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 A 29,902 units | Mutual Funds | — | — | $399K | 2.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 A 20,502 units | Mutual Funds | — | — | $340K | 2.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 A 22,753 units | Mutual Funds | — | — | $324K | 2.0% | |
| Empower Conservative Profile Fund Inv 41,156 units | Other securities | — | — | $305K | 1.9% | |
| Pioneer Investments Pioneer Strategic Income A 29,771 units | Other securities | — | — | $280K | 1.7% | |
| Royce Funds Royce Small Cap Total Return Svs 30,991 units | Other securities | — | — | $245K | 1.5% | |
| Nuveen Investments Nuveen Small Cap Select A 23,103 units | Mutual Funds | — | — | $243K | 1.5% | |
| Empower US Govt Securities Fund Inv 15,377 units | Other securities | — | — | $165K | 1.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 A 10,495 units | Mutual Funds | — | — | $154K | 0.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 A 6,078 units | Mutual Funds | — | — | $91K | 0.6% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 A 5,531 units | Mutual Funds | — | — | $76K | 0.5% | |
| Artisan International Artisan International Inv 2,012 units | Other securities | — | — | $54K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 A 4,442 units | Mutual Funds | — | — | $47K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 A 2,914 units | Mutual Funds | — | — | $37K | 0.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 A 214 units | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| RBC WEALTH MANAGEMENT | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.L. COMPTON & ASSOCIATES INC | — | TOWSON, MD | CONTRACT ADMIN | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIMBERLY F PALMISANO, CPA, PA | — | HUNT VALLEY, MD | AUDITOR | $11K | — |
