Tamara Mears signed Sentara Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentara Holdings, Inc.'s EIN is 54-1555638.
Download the official 2024 Form 5500 (PDF) for Sentara Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sentara Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $50.4M | 11.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2035 Trust Class F | Common Stocks | — | — | $47.1M | 10.8% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $47.1M | 10.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2030 Trust Class F | Common Stocks | — | — | $41.9M | 9.6% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $41.9M | 9.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2045 Trust Class F | Common Stocks | — | — | $37.6M | 8.6% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $37.6M | 8.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2040 Trust Class F | Common Stocks | — | — | $36.9M | 8.5% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $36.9M | 8.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2050 Trust Class F | Common Stocks | — | — | $30.6M | 7.0% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $30.6M | 7.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2025 Trust Class F | Common Stocks | — | — | $30.1M | 6.9% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $30.1M | 6.9% | |
| Fidelity Investments Fidelity Growth Company Fund Class K6 | Mutual Funds | — | — | $29.8M | 6.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2055 Trust Class F | Common Stocks | — | — | $18.2M | 4.2% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18.2M | 4.2% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings TR IV | Mutual Funds | — | — | $17.2M | 4.0% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $17.2M | 4.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2020 Trust Class F | Common Stocks | — | — | $15.1M | 3.5% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.5% | |
| Baird Plus Core Bond Fund Class Institutional | Other securities | — | — | $11.2M | 2.6% | |
| Fidelity Investments Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.1M | 2.3% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Cl R6 | Other securities | — | — | $8.7M | 2.0% | |
| Diamond Hill Funds Diamond Hill Large Cap Fund Class Y | Other securities | — | — | $7.1M | 1.6% | |
| maturing through May 2037 - | Other securities | — | — | $6.8M | 1.6% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $6.8M | 1.6% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $5.9M | 1.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2060 Trust Class F | Common Stocks | — | — | $5.4M | 1.2% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.2% | |
| Fidelity Investments Fidelity Managed Retirement Income Fund Class K6 ** 698 * Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.6M | 0.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2015 Trust Class F | Common Stocks | — | — | $3.5M | 0.8% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.8% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $2.3M | 0.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2005 Trust Class F | Common Stocks | — | — | $1.9M | 0.4% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| Vanguard Total World Stock Index Fund Inst Shares | Common Collective Trusts | — | — | $1.9M | 0.4% | |
| Dodge & Cox Dodge & Cox Global Stock Fund Class X | Mutual Funds | — | — | $1.7M | 0.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2010 Trust Class F | Common Stocks | — | — | $1.3M | 0.3% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 Trust Class F | Common Stocks | — | — | $998K | 0.2% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $998K | 0.2% | |
| Fidelity Investments Fidelity Managed Retirement 2030 Fund Class K6 | Mutual Funds | — | — | $546K | 0.1% | |
| PIMCO Inflation Response Multi-Asset Fund I | Mutual Funds | — | — | $471K | 0.1% | |
| PRINCIPAL GLOBAL REAL ESTATE SECURI PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 27-5279909 / PN 001 | Common Collective Trust | — | — | $298K | <0.1% | |
| Fidelity Investments Fidelity Managed Retirement 2025 Fund Class K6 | Mutual Funds | — | — | $53K | <0.1% | |
| Fidelity Investments Fidelity Managed Retirement 2010 Fund Class K6 ** 23 * Fidelity Investments Fidelity Managed Retirement 2015 Fund Class K6 ** 218 * Fidelity Investments Fidelity Managed Retirement 2020 Fund Class K6 | Mutual Funds | — | — | $35K | <0.1% | |
| Lincoln National Life Insurance Co. Fixed account, rate varies | Common Stocks | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Managed Retirement 2035 Fund Class K6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
