Janay Andrade signed The Methodist Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Methodist Hospital's EIN is 74-1180155.
Download the official 2024 Form 5500 (PDF) for The Methodist Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Methodist Hospital's plan includes 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
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 | $504K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $296.0M | 9.9% | |
| FIDELITY FID CONTRAFUND K6 | Mutual Funds | — | — | $283.7M | 9.4% | |
| VANGUARD VANG TARGET RET 2040 | Mutual Funds | — | — | $255.0M | 8.5% | |
| VANGUARD VANG TARGET RET 2035 | Mutual Funds | — | — | $240.4M | 8.0% | |
| VANGUARD VANG TARGET RET 2045 | Mutual Funds | — | — | $226.1M | 7.5% | |
| VANGUARD VANG TARGET RET 2030 | Mutual Funds | — | — | $225.2M | 7.5% | |
| VANGUARD VANG TARGET RET 2050 | Mutual Funds | — | — | $215.9M | 7.2% | |
| VANGUARD VANG TARGET RET 2055 | Mutual Funds | — | — | $159.4M | 5.3% | |
| VANGUARD VANG TARGET RET 2025 | Mutual Funds | — | — | $147.3M | 4.9% | |
| VANGUARD FEDERAL MONEY MARKET | Mutual Funds | — | — | $134.1M | 4.5% | |
| VANGUARD VANG TARGET RET 2060 | Mutual Funds | — | — | $122.4M | 4.1% | |
| DODGE & COX DODGE + COX INCOME X | Mutual Funds | — | — | $91.7M | 3.1% | |
| FIDELITY BROKERAGELINK | Mutual Funds | — | — | $86.6M | 2.9% | |
| DODGE & COX DODGE + COX STOCK X | Mutual Funds | — | — | $86.2M | 2.9% | |
| FIDELITY FID EXTD MKT IDX | Common Collective Trusts | — | — | $86.0M | 2.9% | |
| VANGUARD VANG TARGET RET 2020 | Mutual Funds | — | — | $79.8M | 2.7% | |
| FIDELITY FID GLB EX US IDX | Common Collective Trusts | — | — | $78.3M | 2.6% | |
| and maturing 2025 to 2030 | Other securities | — | — | $54.3M | 1.8% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $50.5M | 1.7% | |
| VANGUARD VANG TARGET RET INC | Mutual Funds | — | — | $34.7M | 1.2% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $28.3M | 0.9% | |
| DELAWARE DLWR SM CAP CORE IS | Other securities | — | — | $16.6M | 0.6% | |
| VANGUARD VANG TARGET RET 2070 | Mutual Funds | — | — | $2.0M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
