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 a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
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 | 04-2654524 | — | ADVISOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Certain pre-January 1, 2009 contracts for which trustee statements are not available | Other securities | — | — | $45.5M | 29.1% | |
| FID GROWTH CO K ** 360,483.93 shares | Mutual Funds | — | — | $14.6M | 9.3% | |
| FID 500 INDEX ** 67,968.98 shares | Common Collective Trusts | — | — | $13.9M | 8.9% | |
| BLKRK LP IDX RTMT K 647,860.57 shares | Common Collective Trusts | — | — | $8.9M | 5.7% | |
| JPM US EQUITY L 317,978.60 shares | Mutual Funds | — | — | $7.9M | 5.1% | |
| BLKRK LP IDX 2035 K 335,094.59 shares | Common Collective Trusts | — | — | $6.3M | 4.0% | |
| BLKRK LP IDX 2030 K 353,050.72 shares | Common Collective Trusts | — | — | $6.0M | 3.8% | |
| BLKRK LP IDX 2045 K 220,717.26 shares | Common Collective Trusts | — | — | $4.9M | 3.1% | |
| BLKRK LP IDX 2050 K 196,055.32 shares | Common Collective Trusts | — | — | $4.6M | 2.9% | |
| FID INTL INDEX ** 90,698.95 shares | Mutual Funds | — | — | $4.3M | 2.8% | |
| FID TOTAL BOND ** 457,678.04 shares | Mutual Funds | — | — | $4.3M | 2.7% | |
| FID PURITAN K ** 166,071.45 shares | Mutual Funds | — | — | $4.1M | 2.6% | |
| BLKRK LP IDX 2040 K 201,171.11 shares | Common Collective Trusts | — | — | $4.1M | 2.6% | |
| AF WASH MUTL INV R6 66,742.10 shares | Other securities | — | — | $4.1M | 2.6% | |
| Guaranteed Interest Balance Contract** Interest rate of 5.49% | Bonds / Notes | — | — | $3.2M | 2.1% | |
| J H ENTERPRISE I 19,567.51 shares | Other securities | — | — | $2.8M | 1.8% | |
| AF EUROPAC GROWTH R6 51,732.30 shares | Other securities | — | — | $2.8M | 1.8% | |
| AM CENT MD CP VAL R6 169,745.62 shares | Other securities | — | — | $2.6M | 1.7% | |
| FID US BOND IDX ** 249,985.70 shares | Common Collective Trusts | — | — | $2.6M | 1.6% | |
| BLKRK LP IDX 2055 K 95,709.94 shares | Common Collective Trusts | — | — | $2.3M | 1.5% | |
| FID SMALL CAP GR K6 ** 119,758.68 shares | Mutual Funds | — | — | $2.1M | 1.4% | |
| FID EXTD MKT IDX ** 19,703.19 shares | Common Collective Trusts | — | — | $1.8M | 1.1% | |
| AM CENT SMCAP VAL R6 133,486.15 shares | Other securities | — | — | $1.4M | 0.9% | |
| Participant loans** varying maturities | Participant loans | — | — | $1.1M | 0.7% | |
| BLKRK LP IDX 2060 K 7,148.95 shares | Common Collective Trusts | — | — | $154K | <0.1% | |
| BLKRK LP IDX 2065 K 1,933.04 shares | Common Collective Trusts | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
