Michelle Nowell signed Winston County Medical Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winston County Medical Foundation's EIN is 64-6010402.
Download the official 2024 Form 5500 (PDF) for Winston County Medical Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winston County Medical Foundation's plan includes 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENASANT BANK | — | TUPELO, MS | NONE | $61K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $1.3M | 10.9% | |
| Vanguard Large Cap Index | Mutual Funds | — | — | $1.2M | 10.0% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $1.1M | 9.8% | |
| T Rowe Price Retirement 2030 | Mutual Funds | — | — | $981K | 8.5% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $860K | 7.5% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | — | $729K | 6.3% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $709K | 6.1% | |
| AB Large Cap Growth | Other securities | — | — | $677K | 5.9% | |
| JP Morgan Hedged Equity | Other securities | — | — | $533K | 4.6% | |
| Federated Hermes Govt Obligations | Other securities | — | $516K | $516K | 4.5% | |
| Vanguard Total Stock Mkt Index | Mutual Funds | — | — | $460K | 4.0% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $409K | 3.5% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $372K | 3.2% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $253K | 2.2% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $242K | 2.1% | |
| T Rowe Price Retirement 2015 | Mutual Funds | — | — | $206K | 1.8% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $185K | 1.6% | |
| Buffalo International | Other securities | — | — | $116K | 1.0% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | — | $97K | 0.8% | |
| Cohen & Steers Real Estate Sec | Other securities | — | — | $60K | 0.5% | |
| T Rowe Price Retirement 2065 | Mutual Funds | — | — | $56K | 0.5% | |
| Schwab Treas Infl Pro Sec Idx | Common Collective Trusts | — | — | $56K | 0.5% | |
| Federated Hermes Total Ret Bd | Other securities | — | — | $54K | 0.5% | |
| JP Morgan Growth Advantage | Other securities | — | — | $52K | 0.4% | |
| Matthews Emerg Mrkts Sm Comp | Other securities | — | — | $49K | 0.4% | |
| Federated Hermes High Yield Trust | Other securities | — | — | $47K | 0.4% | |
| American Cent Small Cap Growth | Other securities | — | — | $41K | 0.4% | |
| Baird Core Plus Bond | Other securities | — | — | $41K | 0.4% | |
| Hartford Dividend and Growth | Other securities | — | — | $32K | 0.3% | |
| Smead Value Y | Other securities | — | — | $28K | 0.2% | |
| First Eagle Global | Other securities | — | — | $19K | 0.2% | |
| Pimco Income | Mutual Funds | — | — | $14K | 0.1% | |
| Undiscovered Mgrs Behavioral Value | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
