Melissa Lucas signed Good Samaritan Hospice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Good Samaritan Hospice, Inc.'s EIN is 54-1608259.
Download the official 2024 Form 5500 (PDF) for Good Samaritan Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Good Samaritan Hospice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $536 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Freedom Index 2035 Institutional Premier | Mutual Funds | — | — | $857K | 22.1% | |
| Fidelity Freedom Index 2040 Institutional Premier | Mutual Funds | — | — | $498K | 12.8% | |
| Fidelity Freedom Index 2045 Institutional Premier | Mutual Funds | — | — | $454K | 11.7% | |
| Fidelity Freedom Index 2055 Institutional Premier | Mutual Funds | — | — | $412K | 10.6% | |
| Fidelity Freedom Index 2025 Institutional Premier | Mutual Funds | — | — | $382K | 9.8% | |
| Fidelity Freedom Index 2050 Institutional Premier | Mutual Funds | — | — | $255K | 6.6% | |
| Fidelity Freedom Index 2030 Institutional Premier | Mutual Funds | — | — | $214K | 5.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $165K | 4.3% | |
| Fidelity Freedom Index 2060 Institutional Premier | Mutual Funds | — | — | $114K | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $107K | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $83K | 2.1% | |
| Fidelity Freedom Index Income Institutional Premier | Mutual Funds | — | — | $71K | 1.8% | |
| Participant loans Various loans at 4.25% to 9.50% -0- | Bonds / Notes | — | — | $65K | 1.7% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $46K | 1.2% | |
| Empower Investments Fixed Account Series Class I | Other securities | — | — | $32K | 0.8% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $20K | 0.5% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $20K | 0.5% | |
| American Century Strategic Allocation Moderate Portfolio R6 | Other securities | — | — | $14K | 0.4% | |
| American Funds Inflation Linked Bond Fund R6 | Mutual Funds | — | — | $12K | 0.3% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Franklin Real Estate Securities Fund R6 | Mutual Funds | — | — | $7K | 0.2% | |
| T.Rowe Price Value Fund I | Other securities | — | — | $6K | 0.2% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $6K | 0.2% | |
| PGIM High-Yield Fund R6 | Other securities | — | — | $6K | 0.2% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity Freedom Index 2020 Institutional Premier | Mutual Funds | — | — | $4K | 0.1% | |
| American Century Strategic Allocation Aggressive Portfolio R6 | Other securities | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Henderson Balanced Fund N | Mutual Funds | — | — | $2K | <0.1% | |
| American Century Strategic Allocation Conservative Portfolio R6 | Other securities | — | — | $2K | <0.1% | |
| PGIM Global Total Return Fund R6 | Other securities | — | — | $2K | <0.1% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | 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.
| — |
| GLASONBURY, CT |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $662 | — |
