Matty Qualls signed Tanner Medical Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tanner Medical Center, Inc.'s EIN is 58-1790149.
Download the official 2024 Form 5500 (PDF) for Tanner Medical Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tanner Medical Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $319K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISOR | $34K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund, 220,248 shares | Common Collective Trusts | — | — | $45.0M | 10.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $40.8M | 9.4% | |
| Lincoln Stable Value Account | Stable Value | — | — | $40.6M | 9.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $38.0M | 8.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $33.6M | 7.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $30.4M | 7.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $29.3M | 6.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $25.1M | 5.8% | |
| Harbor Capital Appreciation CIT Class R, 1,342,260 shares | Common Collective Trusts | — | — | $23.9M | 5.5% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $23.9M | 5.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $23.0M | 5.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $15.0M | 3.5% | |
| Mass Mutual Mid Cap Growth Fund Class, I, 625,955 shares | Other securities | — | — | $12.1M | 2.8% | |
| Participants 9.50%) | Bonds / Notes | — | — | $9.7M | 2.2% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $9.2M | 2.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.1M | 2.1% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.2M | 1.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.3% | |
| JP Morgan Mid cap Value L, 147,336 shares | Other securities | — | — | $5.4M | 1.2% | |
| Vanguard Explorer Adm, 48,317 shares | Mutual Funds | — | — | $5.2M | 1.2% | |
| Self-directed investments: ** * Fidelity Brokeragelink | Self-Directed Brokerage | — | — | $3.8M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.8% | |
| Victory Capital Victory S SMCO OP R6, 74,145 shares | Other securities | — | — | $3.5M | 0.8% | |
| MFS International Intrinsic Value Fund Class R6, 89,199 shares | Mutual Funds | — | — | $3.2M | 0.7% | |
| Fidelity Extended Market Index, 26,626 shares | Mutual Funds | — | — | $2.4M | 0.6% | |
| Fidelity U.S. Bond Index Fund, 189,531 shares | Common Collective Trusts | — | — | $1.9M | 0.4% | |
| Fidelity Global ex U.S. Index Fund, 79,871 shares | Common Collective Trusts | — | — | $1.2M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $339K | <0.1% | |
| Fidelity Gov Market K6, 66,674 shares | Mutual Funds | — | — | $67K | <0.1% |
