Brian Church signed Phoebe Putney Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoebe Putney Health System, Inc.'s EIN is 58-1928247.
Download the official 2024 Form 5500 (PDF) for Phoebe Putney Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoebe Putney Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $314K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | 58-2608124 | — | CONSULTANT | $472K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index I, 255,175 shares | Mutual Funds | — | — | $53.9M | 12.1% | |
| T Rowe Price Retirement 2040 I, 1,397,299 shares | Mutual Funds | — | — | $42.7M | 9.6% | |
| T Rowe Price Retirement 2030 I, 1,517,208, shares | Mutual Funds | — | — | $38.9M | 8.7% | |
| Vanguard Institutional Index I, 79,137 shares | Mutual Funds | — | — | $37.9M | 8.5% | |
| Transamerica Guaranteed Investment Option | Other securities | — | — | $30.7M | 6.9% | |
| MFS Value R3, 395,765 shares | Mutual Funds | — | — | $19.1M | 4.3% | |
| T Rowe Price Retirement 2055 I, 816,061 shares | Mutual Funds | — | — | $16.2M | 3.6% | |
| Vanguard Interm-Term Bond Index I, 1,565,791 shares | Mutual Funds | — | — | $15.9M | 3.6% | |
| T Rowe Price Retirement 2020 I, 830,165 shares | Mutual Funds | — | — | $15.4M | 3.5% | |
| American Funds Bond Fund of America R6, 1,324,145 shares | Mutual Funds | — | — | $14.8M | 3.3% | |
| T Rowe Price Retirement 2045 I, 647,653 shares | Mutual Funds | — | — | $14.4M | 3.2% | |
| T Rowe Price Retirement 2050 I, 721,745 shares | Mutual Funds | — | — | $13.7M | 3.1% | |
| T Rowe Price Retirement 2035 I, 633,657 shares | Mutual Funds | — | — | $13.3M | 3.0% | |
| American Funds EuroPacific Growth R6, 235,152 shares | Mutual Funds | — | — | $12.6M | 2.8% | |
| Vanguard Value Index I, 167,196 shares | Mutual Funds | — | — | $11.0M | 2.5% | |
| American Century Inflation-Adj Bond R6, 1,052,304 shares | Other securities | — | — | $10.9M | 2.4% | |
| Various Plan Notes receivable from participants (3.25% to 8.50%) | Bonds / Notes | — | — | $8.3M | 1.9% | |
| Vanguard Small Cap Index Adm, 63,511 shares | Mutual Funds | — | — | $7.3M | 1.6% | |
| Vanguard Total Intl Stock Index l, 55,545 shares | Mutual Funds | — | — | $7.0M | 1.6% | |
| Voya High Yield Bond, 911,396 shares | Other securities | — | — | $6.3M | 1.4% | |
| Vanguard Mid Cap Value Index Admiral, 66,139 shares | Mutual Funds | — | — | $5.5M | 1.2% | |
| Vanguard Federal Money Market Investments, 5,458,964 shares | Mutual Funds | — | — | $5.5M | 1.2% | |
| T Rowe Price Retirement 2025 I, 314,817 shares | Mutual Funds | — | — | $5.2M | 1.2% | |
| T Rowe Price Retirement 2060 I, 310,629 shares | Mutual Funds | — | — | $5.2M | 1.2% | |
| Carillon Eagle Mid Cap Growth R6, 65,106 shares | Other securities | — | — | $5.1M | 1.1% | |
| T Rowe Price Health Sciences, 62,405 shares | Mutual Funds | — | — | $5.0M | 1.1% | |
| Vanguard Small Cap Growth Index Admiral, 46,642 shares | Mutual Funds | — | — | $4.6M | 1.0% | |
| Charles Schwab Personal Choice Retirement Account Institutional (Other Funds) | Self-Directed Brokerage | — | — | $4.3M | 1.0% | |
| Vanguard Mid Cap Index Adm, 13,032 shares | Mutual Funds | — | — | $4.3M | 1.0% | |
| T Rowe Price Retirement Balanced Adv, 246,377 shares | Mutual Funds | — | — | $3.3M | 0.7% | |
| Vanguard REIT Index Adm, 16,398 shares | Mutual Funds | — | — | $2.1M | 0.5% | |
| T Rowe Price Retirement 2015 I, 147,789 shares | Mutual Funds | — | — | $1.9M | 0.4% | |
| Franklin Templeton Franklin Small Cap Value R6, 25,128 shares | Mutual Funds | — | — | $1.5M | 0.3% | |
| Principal Real Estate Securities Inst, 40,909 shares | Other securities | — | — | $1.2M | 0.3% | |
| Brighthouse Separate Account - Contract # 928330 | Pooled Separate Accounts | — | — | $618K | 0.1% | |
| T Rowe Price Retirement 2065 I, 31,180 shares | Mutual Funds | — | — | $401K | <0.1% | |
| Transamerica Forfeiture account | Other securities | — | — | $202K | <0.1% | |
| Brighthouse Fixed Account 5X506R - Contract # 928330 | Other securities | — | — | $84K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KINGSMARK PRIVATE FINANCIAL AD |
| 26-2827068 |
| — |
| ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $640 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
