Todd Lockcuff signed Shenandoah Valley Medical System Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shenandoah Valley Medical System Inc.'s EIN is 55-0563741.
Download the official 2024 Form 5500 (PDF) for Shenandoah Valley Medical System Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shenandoah Valley Medical System Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $10K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $900 | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $180 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH ELLIOTT KEARNS AND COMPANY | 52-0783935 | — | ACCOUNTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SRVS | 34-1542819 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12.9M | 79.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 11.5% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $1.8M | 11.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.5M | 9.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.4M | 8.8% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.4M | 8.4% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $912K | 5.6% | |
| * American United Life Insurance Co. AUL Stable Value Account | Insurance Contracts | — | — | $905K | 5.6% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $804K | 5.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $569K | 3.5% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $546K | 3.4% | |
| VANGUARD INTL GR ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $441K | 2.7% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $441K | 2.7% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $391K | 2.4% | |
| Participant Loans Interest ranging from 4.25% - 7.00% 0 | Bonds / Notes | — | — | $388K | 2.4% | |
| Fidelity Investments Fidelity Disciplined Equity | Mutual Funds | — | — | $366K | 2.3% | |
| JOHN HANCOCK JHANCOCK BOND R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $355K | 2.2% | |
| PARTICIPANTS LOANS 4.25% TO 4.25% 0 | Bonds / Notes | — | — | $338K | 2.1% | |
| American Century Investments American Century MidCap Value R6 | Mutual Funds | — | — | $294K | 1.8% | |
| MFS Utilities ** 331 * Fidelity Investments Fidelity Magellan | Mutual Funds | — | — | $275K | 1.7% | |
| Fidelity Investments Fidelity Growth Company | Mutual Funds | — | — | $206K | 1.3% | |
| Fixed Income Account * Lincoln Financial Group Lincoln Financial Group Fixed Account | Common Stocks | — | — | $201K | 1.2% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $180K | 1.1% | |
| Fidelity Investments Fidelity Equity Income | Mutual Funds | — | — | $132K | 0.8% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $113K | 0.7% | |
| Fidelity Investments Fidelity 500 Index PR | Common Collective Trusts | — | — | $103K | 0.6% | |
| Lincoln Financial Group LVIP Macquarie Social Awareness | Common Stocks | — | — | $99K | 0.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $85K | 0.5% | |
| Lincoln Financial Group LVIP Macquarie Wealth Builder Fund | Common Stocks | — | — | $80K | 0.5% | |
| Lincoln Financial Group LVIP BlackRock Dividend Value Managed Volatility Fund | Common Stocks | — | — | $72K | 0.4% | |
| LINCOLN NAT'L LIFE MULTIFUND LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY 0 | Common Stocks | — | — | $54K | 0.3% | |
| Lincoln Financial Group LVIP Macquarie Mid-Cap Value Fund ** 23 * Lincoln Financial Group LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $54K | 0.3% | |
| Lord Abbett Lord Abbett Developing Growth R6 | Mutual Funds | — | — | $53K | 0.3% | |
| Lincoln Financial Group LVIP Government Money Market | Cash / Money Market | — | — | $52K | 0.3% | |
| Fidelity Investments Fidelity Asset Manager 70% | Mutual Funds | — | — | $50K | 0.3% | |
| LINCOLN NAT'L LIFE MULTIFUND MACQUARIE SMALL CAP VALUE 0 20 * LINCOLN NAT'L LIFE MULTIFUND MFS UTILITIES 0 331 * LINCOLN NAT'L LIFE MULTIFUND PARTICIPANT LOANS 7% 0 | Mutual Funds | — | — | $49K | 0.3% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $35K | 0.2% | |
| Lincoln Financial Group LVIP SSGA Small-Cap Index ** 2 * Lincoln Financial Group LVIP T. Rowe Price Structured Mid-Cap Growth | Common Stocks | — | — | $34K | 0.2% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $33K | 0.2% | |
| Money Market Funds Goldman Sachs Goldman Sachs Money Market Gvt R6 | Cash / Money Market | — | — | $32K | 0.2% | |
| Lincoln Financial Group LVIP Mondrian International Value ** 9 * Lincoln Financial Group LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $31K | 0.2% | |
| American Funds American Funds Global Growth ** 483 American Funds American Funds Growth | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $26K | 0.2% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Lord Abbett Lord Abbett Bond-Debenture R6 | U.S. Treasuries | — | — | $22K | 0.1% | |
| Fidelity Investments Fidelity Select Chemicals | Mutual Funds | — | — | $15K | <0.1% | |
| Lincoln Financial Group LVIP JPMorgan Retirement Income Fund | Common Stocks | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity Select Energy ** 604 * Fidelity Investments Fidelity Select Technology | Mutual Funds | — | — | $13K | <0.1% |
