Sylvia Bell signed Hospice Austin's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hospice Austin's EIN is 74-2200596.
Download the official 2024 Form 5500 (PDF) for Hospice Austin from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hospice Austin'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 | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Investment Fund Mutual Fund, 138,924.2814 units | Mutual Funds | — | $139K | $2.6M | 15.1% | |
| Vanguard Target Retirement 2035 Investment Fund Mutual Fund, 86,860.9604 units | Mutual Funds | — | $87K | $2.1M | 12.1% | |
| Vanguard 500 Index Adm Fund Mutual Fund, 3,648.6113 units | Common Collective Trusts | — | $4K | $2.0M | 11.5% | |
| Vanguard Target Retirement 2030 Investment Fund Mutual Fund, 51,191.3646 units | Mutual Funds | — | $51K | $1.9M | 11.3% | |
| Vanguard Target Retirement 2040 Investment Fund Mutual Fund, 37,981.9172 units | Mutual Funds | — | $38K | $1.6M | 9.6% | |
| Vanguard Target Retirement 2045 Investment Fund Mutual Fund, 55,032.0607 units | Mutual Funds | — | $55K | $1.6M | 9.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $31K | $786K | 4.6% | |
| Vanguard Target Retirement 2020 Investment Fund Mutual Fund, 25,963.1439 units | Mutual Funds | — | $26K | $688K | 4.0% | |
| Vanguard Target Retirement 2050 Investment Fund Mutual Fund, 11,372.6061 units | Mutual Funds | — | $11K | $567K | 3.3% | |
| Franklin Templeton Growth R6 Fund Mutual Fund, 3,606.4372 units | Mutual Funds | — | $4K | $486K | 2.8% | |
| Vanguard Target Retirement 2055 Investment Fund Mutual Fund, 7,458.9649 units | Mutual Funds | — | $7K | $415K | 2.4% | |
| Vanguard Mid Cap Index Adm Fund Mutual Fund, 1,256.9860 units | Mutual Funds | — | $1K | $411K | 2.4% | |
| Vanguard Target Retirement Income Investment Fund Mutual Fund, 24,717.1725 units | Mutual Funds | — | $25K | $324K | 1.9% | |
| Vanguard Target Retirement 2060 Investment Fund Mutual Fund, 5,785.5061 units | Mutual Funds | — | $6K | $297K | 1.7% | |
| Vanguard Target Retirement 2065 Investment Fund Mutual Fund, 7,442.7284 units | Mutual Funds | — | $7K | $250K | 1.5% | |
| T. Rowe Price Capital Appreciation I Fund Mutual Fund, 7,199.3548 units | Other securities | — | $7K | $249K | 1.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $2K | $214K | 1.2% | |
| Vanguard Small Cap Index Adm Fund Mutual Fund, 1,580.3846 units | Mutual Funds | — | $2K | $182K | 1.1% | |
| Notes Receivable from Participants Participant Loans, 4.25%-6.5% | Bonds / Notes | — | — | $165K | 1.0% | |
| Vanguard Total International Stock Index Adm Fund Mutual Fund, 2,612.7769 units | Mutual Funds | — | $3K | $83K | 0.5% | |
| Vanguard Total Bond Market Index Adm Fund Mutual Fund, 8,346.8861 units | Mutual Funds | — | $8K | $79K | 0.5% | |
| PGIM Total Return Bond R6 Fund Mutual Fund, 5,757.9316 units | Other securities | — | $6K | $68K | 0.4% | |
| Vanguard Health Care Adm Fund Mutual Fund, 320.8175 units | Mutual Funds | — | — | $25K | 0.1% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| MFS Value R6 Fund Mutual Fund, 26.8117 units | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
