Hope Caraway signed White River Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
White River Health System, Inc.'s EIN is 71-0411459.
Download the official 2024 Form 5500 (PDF) for White River Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)White River Health System, Inc.'s plan includes profit-sharing, 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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | — | WINTERSVILLE, OH | CONSULTANT | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $22.4M | 21.4% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $12.6M | 12.0% | |
| American Funds 2030 Target Date Fund | Mutual Funds | — | — | $9.4M | 8.9% | |
| American Funds 2040 Target Date Fund | Mutual Funds | — | — | $9.1M | 8.6% | |
| American Funds 2035 Target Date Fund | Mutual Funds | — | — | $7.2M | 6.8% | |
| American Funds 2050 Target Date Fund | Mutual Funds | — | — | $6.7M | 6.4% | |
| American Funds 2045 Target Date Fund | Mutual Funds | — | — | $6.7M | 6.4% | |
| American Funds 2055 Target Date Fund | Mutual Funds | — | — | $5.1M | 4.8% | |
| MFS International Diversification | Mutual Funds | — | — | $4.9M | 4.6% | |
| KEYBANK EB MAGIC FUND 75 KEY BANK · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $3.9M | 3.7% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $3.7M | 3.5% | |
| American Funds 2025 Target Date Fund | Mutual Funds | — | — | $2.7M | 2.6% | |
| Notes receivable from participants 5.25% - 9.00% -0- | Bonds / Notes | — | — | $2.6M | 2.5% | |
| American Funds 2060 Target Date Fund | Mutual Funds | — | — | $2.2M | 2.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.1M | 2.0% | |
| American Funds 2020 Target Date Fund | Mutual Funds | — | — | $601K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $575K | 0.5% | |
| Pimco Income Institutional | Mutual Funds | — | — | $571K | 0.5% | |
| American Funds 2065 Target Date Fund | Mutual Funds | — | — | $382K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $358K | 0.3% | |
| State Street Bank and Trust Interest Bearing Cash | Cash / Money Market | — | — | $331K | 0.3% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $324K | 0.3% | |
| Vanguard Explorer | Mutual Funds | — | — | $120K | 0.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $114K | 0.1% | |
| American Funds 2015 Target Date Fund | Mutual Funds | — | — | $93K | <0.1% | |
| DFA Global Real Estate | Mutual Funds | — | — | $91K | <0.1% | |
| Vanguard Equity Income | Mutual Funds | — | — | $53K | <0.1% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds 2010 Target Date Fund | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 62-1114363 | — | AUDITOR | $12K | — |
