Molly Onstott signed Washington Regional Medical System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington Regional Medical System's EIN is 71-0664686.
Download the official 2024 Form 5500 (PDF) for Washington Regional Medical System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington Regional Medical System'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $283K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $163.9M | 68.2% | |
| American Century Retire Date 2035 Target Fund Common Collective Trust Fund, 1,698,762.5606 shares | Common Collective Trusts | — | $1.7M | $25.5M | 10.6% | |
| Blackrock iShares S&P 500 Index Fund Mutual Fund, 35,965.7281 shares | Common Collective Trusts | — | $36K | $24.7M | 10.3% | |
| American Century Retire Date 2030 Target Fund Common Collective Trust Fund,1,626,212.6385 shares | Common Collective Trusts | — | $1.6M | $23.8M | 9.9% | |
| American Century Retire Date 2045 Target Fund Common Collective Trust Fund, 1,468,330.7586 shares | Common Collective Trusts | — | $1.5M | $23.4M | 9.7% | |
| American Century Retire Date 2040 Target Fund Common Collective Trust Fund, 1,313,202.2576 shares | Common Collective Trusts | — | $1.3M | $20.3M | 8.4% | |
| American Century Retire Date 2050 Target Fund Common Collective Trust Fund, 1,130,957.3272 shares | Common Collective Trusts | — | $1.1M | $18.6M | 7.7% | |
| American Century Retire Date 2025 Target Fund Common Collective Trust Fund, 992,497.4318 shares | Common Collective Trusts | — | $992K | $14.2M | 5.9% | |
| American Century Retire Date 2055 Target Fund Common Collective Trust Fund, 810,775.5240 shares | Common Collective Trusts | — | $811K | $13.6M | 5.6% | |
| American Century Investment Return Trust Fund Common Collective Trust Fund, 949,159.0648 shares | Common Collective Trusts | — | $949K | $13.5M | 5.6% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $608K | $9.4M | 3.9% | |
| American Century Retire Date 2060 Target Fund Common Collective Trust Fund, 505,277.1012 shares | Common Collective Trusts | — | $505K | $8.6M | 3.6% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund, 89,867.4254 shares | Other securities | — | $90K | $4.6M | 1.9% | |
| Principal Fixed Income Guaranteed Option Investment Contract Fixed Annuity Contract | Other securities | — | — | $4.5M | 1.9% | |
| Pimco Income Institutional Fund Mutual Fund, 409,723.1340 shares | Mutual Funds | — | $410K | $4.3M | 1.8% | |
| Baird Core Plus Bond Fund Mutual Fund, 393,883.9001 shares | Other securities | — | $394K | $3.9M | 1.6% | |
| Vanguard Mid Cap Value Index Admiral Fund Mutual Fund, 46,022.1643 shares | Mutual Funds | — | $46K | $3.9M | 1.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $171K | $3.7M | 1.5% | |
| Participants Notes receivable from participants; interest rates 5.25% to 10.50% | Bonds / Notes | — | — | $2.7M | 1.1% | |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | $197K | $2.6M | 1.1% | |
| Loomis Sayles Small Cap Growth Fund Mutual Fund, 84,748.9919 shares | Other securities | — | $85K | $2.5M | 1.0% | |
| American Century Retire Date 2065 Target Fund Common Collective Trust Fund, 189,662.1067 shares | Common Collective Trusts | — | $190K | $2.4M | 1.0% | |
| American Funds Income Fund of America Mutual Fund, 83,508.5305 shares | Mutual Funds | — | $84K | $2.0M | 0.8% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund, 125,734.9704 shares | Common Collective Trusts | — | $126K | $1.9M | 0.8% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $88K | $1.6M | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $14K | $1.5M | 0.6% | |
| Victory RS Global R6 Fund Mutual Fund, 76,754.6919 shares | Other securities | — | $77K | $1.4M | 0.6% | |
| MFS International Diversification Fund Mutual Fund, 49,740.7335 shares | Mutual Funds | — | $50K | $1.1M | 0.5% | |
| Vanguard Fed Money Market Investment Fund Mutual Fund, 269,847.0000 shares | Mutual Funds | — | $270K | $270K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
