Sherri Murray signed Montgomery General Health Care System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montgomery General Health Care System, Inc.'s EIN is 55-0632601.
Download the official 2024 Form 5500 (PDF) for Montgomery General Health Care System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montgomery General Health Care System, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH | 20-8306720 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $2.1M | 30.1% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $760K | 11.1% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $587K | 8.6% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $525K | 7.7% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $448K | 6.6% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $435K | 6.4% | |
| Vanguard Short-Term Inflation Protected N/R | Mutual Funds | — | — | $411K | 6.0% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $228K | 3.3% | |
| Fully Benefit-Responsive Investment Contracts * VALIC Fixed Account Plus N/R | Other securities | — | — | $182K | 2.7% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $161K | 2.3% | |
| Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $141K | 2.1% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $107K | 1.6% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $97K | 1.4% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $94K | 1.4% | |
| Vanguard 500 Index Fund N/R | Common Collective Trusts | — | — | $84K | 1.2% | |
| Vanguard Intermediate-Term Treasury Index N/R | Mutual Funds | — | — | $77K | 1.1% | |
| Participants Loans Interest rates ranging from 4.25- $0 | Participant loans | — | — | $68K | 1.0% | |
| Vanguard Developed Markets Index Fund N/R | Common Collective Trusts | — | — | $54K | 0.8% | |
| Portfolio Dimensional Fund Advisors Short-Term Extended Quality N/R | Mutual Funds | — | — | $48K | 0.7% | |
| Portfolio Dimensional Fund Advisors International Small Cap Value N/R | Mutual Funds | — | — | $40K | 0.6% | |
| Portfolio Dimensional Fund Advisors U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard Growth Index Fund N/R | Common Collective Trusts | — | — | $27K | 0.4% | |
| investment contracts Mutual Funds Dimensional Fund Advisors Emerging Markets Core Equity N/R | Mutual Funds | — | — | $26K | 0.4% | |
| Interest-Bearing Cash * Charles Schwab Trust Bank Schwab Bank Savings N/R | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $18K | 0.3% | |
| VALIC Short Term Fixed Account N/R | Other securities | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors U.S. Large Cap Value N/R | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small Cap Growth Index N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Fund Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
