TAMI Bolton signed Hospice Brazos Valley, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hospice Brazos Valley, Inc.'s EIN is 74-2229794.
Download the official 2024 Form 5500 (PDF) for Hospice Brazos Valley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hospice Brazos Valley, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Class Institutional | Other securities | — | — | $692K | 14.7% | |
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $556K | 11.9% | |
| Lincoln Stable Value Account -Lntpa | Stable Value | — | — | $502K | 10.7% | |
| Vanguard Windsor li Admiral Shares | Mutual Funds | — | — | $361K | 7.7% | |
| Vanguard Inflation Protected Securities Admiral Shares | Mutual Funds | — | — | $260K | 5.5% | |
| American Funds American Funds American Balanced Class R6 | Mutual Funds | — | — | $246K | 5.2% | |
| Vanguard Selected Value Investor Shares | Mutual Funds | — | — | $243K | 5.2% | |
| Vanguard International Value Investor Shares | Mutual Funds | — | — | $227K | 4.8% | |
| American Funds American Funds Capital World Growth and Income Class R6 | Mutual Funds | — | — | $224K | 4.8% | |
| Invesco Oppenheimer International Growth Class R6 | Mutual Funds | — | — | $191K | 4.1% | |
| American Funds American Funds International Growth And Income Class R6 | Mutual Funds | — | — | $163K | 3.5% | |
| MFS Mid Cap Growth Class R6 | Mutual Funds | — | — | $159K | 3.4% | |
| PGIM Jennison Small Company Class R6 | Common Stocks | — | — | $153K | 3.3% | |
| Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $128K | 2.7% | |
| DFA US Small Cap Value Institutional Class | Mutual Funds | — | — | $127K | 2.7% | |
| Eaton Vance Eaton Vance Income Of Boston Class R6 | Other securities | — | — | $114K | 2.4% | |
| MFS Growth Class R6 | Mutual Funds | — | — | $112K | 2.4% | |
| Pimco Commodity Real Return Strategy Institutional Class | Mutual Funds | — | — | $84K | 1.8% | |
| MFS Massachusetts Investors Trust Class R6 | Mutual Funds | — | — | $58K | 1.2% | |
| American Funds American Funds New World Class R6 | Mutual Funds | — | — | $54K | 1.1% | |
| Pimco Income Institutional Class | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $8K | 0.2% | |
| Mutual of America Mutual of America Small Cap Growth Fund | Other securities | — | — | $7K | 0.1% | |
| Mutual of America Mutual of America Small Cap Value Fund | Other securities | — | — | $5K | 0.1% | |
| American Century American Century Investments VP Capital Appreciation Fund | Other securities | — | — | $5K | <0.1% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America Mutual of America Equity Index Fund ** 186 * Mutual of America Mutual of America Moderate Allocation Fund ** 111 Vanguard VIF International Portfolio | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
