Jennifer Costello signed Blue Ridge Hospice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blue Ridge Hospice, Inc.'s EIN is 54-1126227.
Download the official 2024 Form 5500 (PDF) for Blue Ridge Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue Ridge Hospice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUTTONWOOD WEALTH, LLC | 83-0889263 | — | INVESTMENT ADVISORY | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index | Mutual Funds | — | — | $1.6M | 17.6% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $1.3M | 14.8% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $1.2M | 13.6% | |
| Fidelity International Index | Mutual Funds | — | — | $1.1M | 12.4% | |
| Fixed Annuity Contract * Standard Insurance Company Standard Stable Asset A | Common Stocks | — | — | $800K | 9.0% | |
| Fidelity Large Cap Growth Index Interest Premium | Mutual Funds | — | — | $736K | 8.3% | |
| Fidelity LGCPVAL Index Premium Insurance | Mutual Funds | — | — | $617K | 6.9% | |
| Fidelity Small Cap Val Index | Mutual Funds | — | — | $363K | 4.1% | |
| Vanguard Intermediate-Term Bond Index Admiral ** 370 * Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $218K | 2.5% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $218K | 2.5% | |
| s * Fidelity 500 Index | Mutual Funds | — | — | $97K | 1.1% | |
| Notes receivable from participants Interest rates from 4.25% to 10.5% | Bonds / Notes | — | — | $88K | 1.0% | |
| Vanguard Total World Stock Index Fund | Common Collective Trusts | — | — | $31K | 0.3% | |
| SEPARATE ACCOUNT I VARIABLE ANNUITY LIFE INSURANCE CO · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $15K | 0.2% | |
| s * Variable Annuity Life ** Insurance Company Vanguard Life Strategy | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Variable Annuity Life ** Insurance Company Science and Technology Fund | Common Stocks | — | — | $7K | <0.1% | |
| Fixed Annuity Contract * Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $7K | <0.1% | |
| Goldman Sachs Asset ** Management GS Vit Gov Money Market Fund | Cash / Money Market | — | — | $4K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $2K | <0.1% |
