Barbara Wilson signed Lifespan, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifespan, Incorporated's EIN is 56-1142969.
Download the official 2024 Form 5500 (PDF) for Lifespan, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifespan, Incorporated's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds Trgt Dte Trm 2030 R6 Fd Mutual Funds | Other securities | — | — | $1.8M | 25.0% | |
| Am Fds Trgt Dte Trm 2040 R6 Fd Mutual Funds | Other securities | — | — | $1.2M | 17.0% | |
| Am Fds Trgt Dte Trm 2050 R6 Fd Mutual Funds | Other securities | — | — | $764K | 10.4% | |
| Am Fds Trgt Dte Trm 2020 R6 Fd Mutual Funds | Other securities | — | — | $462K | 6.3% | |
| JP Morgan US Equity R6 Fund Mutual Funds | Other securities | — | — | $335K | 4.6% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Funds | Other securities | — | — | $277K | 3.8% | |
| Participant Loans Interest Rate (5.25%-10.50%) | Bonds / Notes | — | — | $275K | 3.7% | |
| Am Fds Trgt Dte Trm 2035 R6 Fd Mutual Funds | Other securities | — | — | $266K | 3.6% | |
| Am Fds Trgt Dte Trm 2040 R6 Fd Mutual Funds | Other securities | — | — | $248K | 3.4% | |
| Fidelity Mid Cp Index Fund Mutual Funds | Common Collective Trusts | — | — | $210K | 2.9% | |
| Am Fds Trgt Dte Trm 2055 R6 Fd Mutual Funds | Other securities | — | — | $174K | 2.4% | |
| Am Fds Trgt Dte Trm 2060 R6 Fd Mutual Funds | Other securities | — | — | $160K | 2.2% | |
| Fidelity Sm Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $150K | 2.0% | |
| Fixed Income Option non 401(a) Guaranteed Investment Contract(s) | Stable Value | — | — | $144K | 2.0% | |
| Principal Core Plus Bond Inst Fund Mutual Funds | Other securities | — | — | $103K | 1.4% | |
| Principal Diversified International R6 Fund Mutual Funds | Other securities | — | — | $101K | 1.4% | |
| Am Fds Trgt Dte Trm 2025 R6 Fd Mutual Funds | Other securities | — | — | $100K | 1.4% | |
| Principal Equity Income Inst Fund Mutual Funds | Other securities | — | — | $89K | 1.2% | |
| BlackRock High Yield Portfolio K Fund Mutual Funds | Other securities | — | — | $75K | 1.0% | |
| Am Fds Trgt Dte Trm 2065 R6 Fd Mutual Funds | Other securities | — | — | $72K | 1.0% | |
| Am Fds Trgt Dte Trm 2010 R6 Fd Mutual Funds | Other securities | — | — | $64K | 0.9% | |
| Invesco Developing Markets R6 Fund Mutual Funds | Mutual Funds | — | — | $40K | 0.5% | |
| Principal Global Real Estate Securities R6 Fund Mutual Funds | Other securities | — | — | $35K | 0.5% | |
| Allspring Special Mid Cap Value R6 Fund Mutual Funds | Other securities | — | — | $28K | 0.4% | |
| Am Fds Trgt Dte Trm 2015 R6 Fd Mutual Funds | Other securities | — | — | $26K | 0.4% | |
| ClearBridge Small Cap Growth IS Fund Mutual Funds | Other securities | — | — | $22K | 0.3% | |
| Principal Real Estate Securities R6 Fund Mutual Funds | Other securities | — | — | $16K | 0.2% | |
| Goldman Sch Sm Cp Vl Ins R6 Fd Mutual Funds | Other securities | — | — | $15K | 0.2% | |
| Macquarie Mid Cap Growth R6 Fund Mutual Funds | Other securities | — | — | $12K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
