Ralph Lambert signed WVU Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WVU Health System's EIN is 55-0754713.
Download the official 2024 Form 5500 (PDF) for WVU Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WVU Health System's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INVEST INST OPS | 04-2647786 | — | RECORDKEEPER | $286K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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.
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 |
|---|---|---|---|---|---|
| BAKER TILLY | 30-1413443 | — | AUDITIOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT | 92-1819393 | — | INVEST MGMT | $13K | — |
