Sarah Roberts signed Duncan Regional Hospital, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duncan Regional Hospital, Inc.'s EIN is 73-1008550.
Download the official 2024 Form 5500 (PDF) for Duncan Regional Hospital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duncan Regional Hospital, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $211K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $174K | $7.5M | 12.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | $27K | $5.5M | 9.0% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $143K | $5.4M | 8.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $222K | $5.3M | 8.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $279K | $5.2M | 8.6% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $167K | $4.9M | 8.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $80K | $4.0M | 6.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $57K | $3.2M | 5.2% | |
| Group Annuity Contract MassMutual Guaranteed Interest Account, at contract value | Common Stocks | — | — | $2.5M | 4.1% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $86K | $2.3M | 3.8% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $28K | $1.4M | 2.4% | |
| Fidelity Us Bond Index | Mutual Funds | — | $135K | $1.4M | 2.3% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | $4K | $1.4M | 2.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | $84K | $1.3M | 2.1% | |
| Pimco Total Return Instl | Mutual Funds | — | $149K | $1.3M | 2.1% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $15K | $1.3M | 2.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $15K | $1.2M | 2.0% | |
| Notes Receivable from Participants Interest rates from 5.25% to 10.5% and various maturity dates through 2029 | Bonds / Notes | — | — | $1.1M | 1.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | $4K | $748K | 1.2% | |
| Dodge & Cox Stock X | Mutual Funds | — | $3K | $683K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | $5K | $530K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | $13K | $473K | 0.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | $6K | $364K | 0.6% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | $26K | $341K | 0.6% | |
| Fidelity Real Estate Index | Mutual Funds | — | $21K | $335K | 0.6% | |
| and Money Market Mutual Fund American Funds Europacific Gr R6 | Mutual Funds | — | $6K | $332K | 0.5% | |
| Fidelity Short Term Bond Idx Instl Prm | Common Collective Trusts | — | $33K | $321K | 0.5% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | $5K | $164K | 0.3% | |
| Baird Intermediate Bond Inst | Other securities | — | $9K | $92K | 0.2% | |
| Vanguard Target Retirement 2070 Inv 528 | Mutual Funds | — | — | $14K | <0.1% | |
| DFA International Value I 525 | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BANCFIRST TRUST | 73-1332918 | — | INV. ADVISOR | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | THIRD PARTY ADMIN. | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $8K | — |
