LORI Knowles signed Memorial Hermann Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Memorial Hermann Health System's EIN is 74-1152597.
Download the official 2024 Form 5500 (PDF) for Memorial Hermann Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Memorial Hermann Health System's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | Common Collective Trusts | — | — | $31.3M | 29.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $13.2M | 12.5% | |
| BlackRock LifePath Retirement Fund | Other securities | — | — | $12.3M | 11.6% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $7.5M | 7.1% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $7.4M | 7.0% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $6.6M | 6.2% | |
| Vanguard Group Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $4.8M | 4.6% | |
| Putnam Large Cap Value Fund Class R6 Shares ** 120 Baird Core Plus Bond Index Fund | Common Collective Trusts | — | — | $4.4M | 4.1% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $3.5M | 3.3% | |
| Dodge and Cox Funds Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.9M | 2.7% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $2.6M | 2.4% | |
| Dreyfus Funds DFA U.S. Small Cap Portfolio Institutional Class | Mutual Funds | — | — | $2.4M | 2.2% | |
| Loans to Participants Interest rates of 4.25% to 9.50% with various maturity dates - 0 - | Bonds / Notes | — | — | $2.1M | 2.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 1.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.2M | 1.2% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $1.1M | 1.0% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $191K | 0.2% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $90K | <0.1% | |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 | Other securities | — | — | $90K | <0.1% | |
| Federated Hermes ** Shares Vanguard Group Vanguard Federal Money Market Fund Institutional Shares | Mutual Funds | — | — | $76K | <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 |
|---|---|---|---|---|---|
| MCCONNELL & JONES LLP | 76-0488832 | — | ACCOUNTANT/AUDITOR | $18K | — |
