Rafael Alvarado Noriega signed Hospital Episcopal San Lucas Ponce's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hospital Episcopal San Lucas Ponce's EIN is 66-0589727.
Download the official 2024 Form 5500 (PDF) for Hospital Episcopal San Lucas Ponce from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hospital Episcopal San Lucas Ponce's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $946 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BalckRock LifePath Index 2045 | Mutual Funds | — | — | $215K | 14.2% | |
| BalckRock LifePath Index 2040 | Mutual Funds | — | — | $178K | 11.8% | |
| BalckRock LifePath Index 2055 | Mutual Funds | — | — | $165K | 10.9% | |
| BalckRock LifePath Index 2030 | Mutual Funds | — | — | $153K | 10.2% | |
| BalckRock LifePath Index 2060 | Mutual Funds | — | — | $147K | 9.8% | |
| BalckRock LifePath Index 2035 | Mutual Funds | — | — | $133K | 8.8% | |
| BalckRock LifePath Index 2050 | Mutual Funds | — | — | $126K | 8.4% | |
| BalckRock LifePath Index Retirement | Mutual Funds | — | — | $61K | 4.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $56K | 3.7% | |
| State Street Aggregate Bond Index | Mutual Funds | — | — | $55K | 3.6% | |
| Fidelity 5500 Index | Mutual Funds | — | — | $52K | 3.4% | |
| BalckRock LifePath Index 2065 | Mutual Funds | — | — | $35K | 2.3% | |
| Franklin Small-Mid Cap Growth 112 Mutual Funds American Funds American Mutual | Mutual Funds | — | — | $33K | 2.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $19K | 1.3% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $13K | 0.8% | |
| PGIM Global Total Return R6 | Mutual Funds | — | — | $11K | 0.7% | |
| DFA US Small Capm Growth Instl | Mutual Funds | — | — | $10K | 0.6% | |
| American Funds Inflation Linked Bd | Mutual Funds | — | — | $9K | 0.6% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $8K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $7K | 0.4% | |
| Franklin Real Estate Securities | Mutual Funds | — | — | $5K | 0.4% | |
| Fidelity Advisor Mid Cap Value | Mutual Funds | — | — | $3K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CYBELE CAPITAL MANAGEMENT LLC | — | PONCE, PR | INVESTMENT ADVISOR | $8K | — |
| KOVAC ADVISORS INC | — | FT LAUDERDALE, FL | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTMENT RETIREMENT SOLUTIONS LLC | — | DENVER, CO | OTHER | $459 | — |
