Wendy Jolly signed Inova Health System Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inova Health System Foundation's EIN is 54-1071867.
Download the official 2024 Form 5500 (PDF) for Inova Health System Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inova Health System Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.4M | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX** 1,943,507.37 shares | Common Collective Trusts | — | — | $396.8M | 11.4% | |
| FID GROWTH CO COMM POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $316.9M | 9.1% | |
| BTC LPTH IDX 2050 W 21,147,838.25 units | Common Collective Trusts | — | — | $256.2M | 7.3% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $256.2M | 7.3% | |
| BTC LPTH IDX 2045 W 19,093,381.59 units | Common Collective Trusts | — | — | $226.8M | 6.5% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $226.8M | 6.5% | |
| JPM US EQUITY L 8,964,984.31 shares | Mutual Funds | — | — | $223.3M | 6.4% | |
| BTC LPTH IDX 2040 W 17,869,619.32 units | Common Collective Trusts | — | — | $206.3M | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $206.3M | 5.9% | |
| BTC LPTH IDX 2035 W 17,164,293.72 units | Common Collective Trusts | — | — | $192.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $192.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $192.0M | 5.5% | |
| BTC LPTH IDX 2055 W 15,653,444.32 units | Common Collective Trusts | — | — | $191.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $191.1M | 5.5% | |
| BTC LPTH IDX 2030 W 15,267,662.57 units | Common Collective Trusts | — | — | $165.4M | 4.7% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $165.4M | 4.7% | |
| AF WASH MUTL INV R6 2,049,330.75 shares | Other securities | — | — | $126.2M | 3.6% | |
| FIAM CORE PLUS CL K FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $111.4M | 3.2% | |
| BTC LPTH IDX 2060 W 9,032,353.65 units | Common Collective Trusts | — | — | $110.3M | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $110.3M | 3.2% | |
| FID PURITAN K** 4,356,840.29 shares | Mutual Funds | — | — | $108.1M | 3.1% | |
| MIP II CL 4** 101,865,057.70 units | Other securities | — | — | $101.9M | 2.9% | |
| FID MGD INC PORT 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $101.9M | 2.9% | |
| FID INTL INDEX** 2,073,942.82 shares | Mutual Funds | — | — | $98.6M | 2.8% | |
| AF EUROPAC GROWTH R6 1,704,206.42 shares | Other securities | — | — | $91.5M | 2.6% | |
| MID CAP GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $73.2M | 2.1% | |
| MID CAP VALUE FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $72.7M | 2.1% | |
| FID US BOND IDX** 5,534,809.83 shares | Common Collective Trusts | — | — | $56.6M | 1.6% | |
| FID EXTD MKT IDX** 527,213.39 shares | Common Collective Trusts | — | — | $47.9M | 1.4% | |
| FID SMALL CAP GR K6** 2,094,643.22 shares | Mutual Funds | — | — | $37.3M | 1.1% | |
| Participant loans** varying maturities | Participant loans | — | — | $33.7M | 1.0% | |
| BTC LPTH IDX 2065 W 2,535,846.89 units | Common Collective Trusts | — | — | $31.0M | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $31.0M | 0.9% | |
| SMALL CAP VAL FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $24.9M | 0.7% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WILMINGTON TRUST CIT JANUS HENDERSO WILMINGTON TRUST, N.A. · EIN 38-4116863 / PN 520 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
