Nicole Linger signed Davis Memorial Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis Memorial Hospital's EIN is 55-0375433.
Download the official 2024 Form 5500 (PDF) for Davis Memorial Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis Memorial Hospital's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL | 45-6062081 | — | RECORDKEEPER/TRUSTEE | $116K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Admiral Fund #506 N/R | Mutual Funds | — | — | $5.6M | 16.1% | |
| Baird Core Plus Bond Inst N/R | Other securities | — | — | $5.5M | 15.9% | |
| Vanguard Small Cap Index Admiral Fund #548 N/R | Mutual Funds | — | — | $2.9M | 8.2% | |
| Vanguard International Growth Admiral N/R | Mutual Funds | — | — | $2.4M | 6.9% | |
| Vanguard Target Retirment 2030 N/R | Mutual Funds | — | — | $2.1M | 6.0% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.7M | 4.9% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth N/R | Other securities | — | — | $1.7M | 4.7% | |
| Vanguard Mid Cap Value Index ADM N/R | Mutual Funds | — | — | $1.6M | 4.5% | |
| Vanguard 500 Index Admiral FD 540 N/R | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $1.2M | 3.4% | |
| T. Rowe Price Growth Stock 1 N/R | Other securities | — | — | $1.1M | 3.2% | |
| Vanguard Real Estate Index Admr Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $1.1M | 3.0% | |
| Dimensional Inflation - Protected Securities I N/R | Mutual Funds | — | — | $925K | 2.7% | |
| American Funds New Perspective R6 N/R | Mutual Funds | — | — | $809K | 2.3% | |
| American Funds American Funds Balance N/R | Mutual Funds | — | — | $461K | 1.3% | |
| Vanguard Index Trust Mid Cap N/R | Common Collective Trusts | — | — | $427K | 1.2% | |
| American Funds Capital Income Builder N/R | Mutual Funds | — | — | $425K | 1.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $301K | 0.9% | |
| Admiral SHS Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $253K | 0.7% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $177K | 0.5% | |
| Blackrock High Yield Bond Portfolio Instl CL N/R | Other securities | — | — | $165K | 0.5% | |
| Fund CL R6 Federated MDT Small Cap Growth N/R | Other securities | — | — | $165K | 0.5% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $135K | 0.4% | |
| Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $106K | 0.3% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $105K | 0.3% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $80K | 0.2% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
