Jared Grant, Controller signed St. Luke's Health System, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Luke's Health System, Ltd.'s EIN is 56-2570681.
Download the official 2024 Form 5500 (PDF) for St. Luke's Health System, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Luke's Health System, Ltd.'s plan includes profit-sharing, a self-directed brokerage window, 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 INSTITUTIONAL OPS | 04-2647786 | — | RECORDKEEPER | $607K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $301K | — |
| RVK INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $93.8M | 12.2% | |
| State Street State Street Target Retirement 2035 V N/A | Other securities | — | — | $78.8M | 10.2% | |
| State Street State Street Target Retirement 2045 V N/A | Other securities | — | — | $72.3M | 9.4% | |
| State Street State Street Target Retirement 2030 V N/A | Other securities | — | — | $62.2M | 8.1% | |
| State Street State Street Target Retirement 2040 V N/A | Other securities | — | — | $56.5M | 7.3% | |
| State Street State Street Target Retirement 2025 V N/A | Other securities | — | — | $50.6M | 6.6% | |
| Fidelity Extended Market Index Fund N/A | Common Collective Trusts | — | — | $40.0M | 5.2% | |
| State Street State Street Target Retirement 2050 V N/A | Other securities | — | — | $37.6M | 4.9% | |
| Principal LargeCap Growth Fund I Instl N/A | Other securities | — | — | $36.7M | 4.8% | |
| State Street State Street Target Retirement 2055 V N/A | Other securities | — | — | $31.2M | 4.0% | |
| Vanguard Windsor II Admiral N/A | Mutual Funds | — | — | $21.5M | 2.8% | |
| State Street State Street Target Retirement 2020 V N/A | Other securities | — | — | $20.8M | 2.7% | |
| Voya Intermediate Bond 1 N/A | Other securities | — | — | $20.1M | 2.6% | |
| Guaranteed Interest Account NYL Guaranteed Int Guaranteed Investment Contract N/A | Stable Value | — | — | $15.1M | 2.0% | |
| Dodge & Cox Dodge & Cox International Stock N/A | Mutual Funds | — | — | $14.1M | 1.8% | |
| American Funds American Funds Europacific Growth R6 N/A | Mutual Funds | — | — | $11.2M | 1.5% | |
| Fidelity U.S. Bond Index Fund N/A | Common Collective Trusts | — | — | $10.5M | 1.4% | |
| State Street State Street Target Retirement 2060 V N/A | Other securities | — | — | $9.8M | 1.3% | |
| BlackRock Advantage Small Cap Core Fund Class K N/A | Other securities | — | — | $9.5M | 1.2% | |
| DFA Emerging Markets Value Fund Instituational Class N/A | Mutual Funds | — | — | $8.5M | 1.1% | |
| Fidelity Total International Index Fund N/A | Common Collective Trusts | — | — | $8.2M | 1.1% | |
| Self-Directed Brokerage Accounts * Various Brokerage Link N/A | Self-Directed Brokerage | — | — | $8.2M | 1.1% | |
| State Street State Street Target Retirement Income V N/A | Other securities | — | — | $7.3M | 0.9% | |
| Calvert Equity I N/A | Other securities | — | — | $4.5M | 0.6% | |
| State Street State Street Target Retirement 2065 V N/A | Other securities | — | — | $3.6M | 0.5% | |
| PIMCO Diversified Income Fund Institutional Class N/A | Mutual Funds | — | — | $2.3M | 0.3% | |
| MFS Intl New Discovery R6 N/A | Mutual Funds | — | — | $2.0M | 0.3% | |
| C&S Real Assets MS A N/A | Other securities | — | — | $1.2M | 0.2% | |
| Fidelity Participant Loans Various maturity dates; 3.93% - 9.50% | Mutual Funds | — | — | $186K | <0.1% | |
| Notes receivable Maturing 2025-2030 at interest rates from participants of 3.93% - 9.50% - | Bonds / Notes | — | — | $186K | <0.1% | |
| AIG VALIC Loan Collateral Fund N/A | Other securities | — | — | $58K | <0.1% | |
| Money Market Mutual Fund Goldman Sachs Goldman Sachs VIT Government Money Mkt Instl N/A 494 Fixed Interest Accounts * AIG VALIC Fixed Account Plus N/A | Cash / Money Market | — | — | $9K | <0.1% | |
| AIG VALIC Short Term Fixed Account N/A | Other securities | — | — | $4K | <0.1% | |
| AIG VALIC Core Bond Fund N/A | Other securities | — | — | $4K | <0.1% | |
| AIG VALIC International Equities Index Fund N/A | Common Collective Trusts | — | — | $1K | <0.1% | |
| AIG VALIC Inflation Protected Fund N/A | Other securities | — | — | $1K | <0.1% | |
| AIG VALIC Mid Cap Strategic Growth N/A 269 * AIG VALIC Mid Cap Value Fund N/A 446 * AIG VALIC Small Cap Index Fund N/A 167 * AIG VALIC Small Cap Value Fund N/A 242 * AIG VALIC Stock Index Fund N/A | Common Collective Trusts | — | — | $1K | <0.1% | |
| AIG VALIC Systematic Growth Fund N/A 1 * AIG VALIC US Socially Responsible Fund N/A 512 Vanguard Windsor II N/A | Mutual Funds | — | — | $1K | <0.1% | |
| AIG VALIC International Opportunities N/A 306 * AIG VALIC International Socially Responsible Fund N/A 225 * AIG VALIC International Value Fund N/A 329 * AIG VALIC Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $1K | <0.1% | |
| AIG VALIC Dividend Value N/A 1 * AIG VALIC Emerging Economies N/A 743 * AIG VALIC Global Real Estate Fund N/A 229 * AIG VALIC Government Securities Fund N/A 968 * AIG VALIC High Yield Bond Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-2654524 |
| — |
| ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY | 45-0250958 | — | ACCOUNTANT/AUDITOR | $17K | — |
