Vicki Jackson signed Methodist Homes for the Aging's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Methodist Homes for the Aging's EIN is 63-0376518.
Download the official 2024 Form 5500 (PDF) for Methodist Homes for the Aging from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Methodist Homes for the Aging's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | INVESTMENT ADVISORY | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $748K | 31.2% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $570K | 23.8% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $498K | 20.7% | |
| Transamerica Stable Value Core Option Stable Value | Stable Value | — | — | $102K | 4.3% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $81K | 3.4% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $78K | 3.2% | |
| TA VANGUARD TTL STCK MKT IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $72K | 3.0% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $54K | 2.3% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $52K | 2.2% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $28K | 1.2% | |
| TRANSAMERICA FLEX INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $22K | 0.9% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $22K | 0.9% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $18K | 0.8% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $10K | 0.4% | |
| Transamerica Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | 0.3% | |
| TRANSAMERICA GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | — | — | $8K | 0.3% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $7K | 0.3% | |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $7K | 0.3% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $6K | 0.3% | |
| TRANSAMERICA EMERG MKT DEBT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | — | — | $6K | 0.3% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $5K | 0.2% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $3K | 0.1% | |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 297 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FDS AMERICAN MTL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $500 | <0.1% | |
| JPMORGAN U.S. SMALL CO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 774 | Pooled Separate Account | — | — | $244 | <0.1% | |
| TRANSAMERICA HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
