Carla Dawson signed Texas Health Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Health Resources' EIN is 75-2702388.
Download the official 2024 Form 5500 (PDF) for Texas Health Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Health Resources' plan includes a 401(k) feature, profit-sharing, 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 | $445K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.6M | — |
| CALLAN LLC | 94-2192581 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $483.2M | 14.6% | |
| Common Collective Fund - SmartRetirement Passive Blend 2035 | Common Collective Trusts | — | — | $307.9M | 9.3% | |
| JPMCB SR PB 2035 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $307.9M | 9.3% | |
| Common Collective Fund - SmartRetirement Passive Blend 2030 | Common Collective Trusts | — | — | $272.2M | 8.3% | |
| JPMCB SR PB 2030 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $272.2M | 8.3% | |
| JPMCB SR PB 2040 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $271.9M | 8.2% | |
| U.S. Growth Fund Admiral Shares | Mutual Funds | — | — | $266.9M | 8.1% | |
| Common Collective Fund - SmartRetirement Passive Blend 2045 | Common Collective Trusts | — | — | $239.0M | 7.2% | |
| JPMCB SR PB 2045 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $239.0M | 7.2% | |
| Common Collective Fund - SmartRetirement Passive Blend 2025 | Common Collective Trusts | — | — | $191.1M | 5.8% | |
| JPMCB SR PB 2025 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $191.1M | 5.8% | |
| Common Collective Fund - SmartRetirement Passive Blend 2050 | Common Collective Trusts | — | — | $169.4M | 5.1% | |
| JPMCB SR PB 2050 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $169.4M | 5.1% | |
| Aggregate Bond | Mutual Funds | — | — | $162.2M | 4.9% | |
| Fidelity Global ex U.S. Index Fund | Mutual Funds | — | — | $146.2M | 4.4% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $127.6M | 3.9% | |
| Common Collective Fund - SmartRetirement Passive Blend 2055 | Common Collective Trusts | — | — | $113.4M | 3.4% | |
| JPMCB SR PB 2055 CFC JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $113.4M | 3.4% | |
| TEXAS HEALTH RESOURCES MASTER TRUST TEXAS HEALTH RESOURCES · EIN 75-2702388 / PN 015 | Master Trust | — | — | $106.0M | 3.2% | |
| Fidelity Mid Cap Index Fund | Mutual Funds | — | — | $71.8M | 2.2% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $60.0M | 1.8% | |
| EuroPacific Growth | Mutual Funds | — | — | $56.1M | 1.7% | |
| Notes Receivable from Participants | Other securities | — | — | $47.5M | 1.4% | |
| Common Collective Fund - SmartRetirement Passive Blend 2060 | Common Collective Trusts | — | — | $45.7M | 1.4% | |
| JPMCB SR PB 2060 CFC JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $45.7M | 1.4% | |
| Common Collective Fund - SmartRetirement Passive Blend 2020 | Common Collective Trusts | — | — | $45.5M | 1.4% | |
| JPMCB SR PB 2020 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $45.5M | 1.4% | |
| Small Cap | Mutual Funds | — | — | $32.4M | 1.0% | |
| Fidelity U.S. Bond Index Fund | Mutual Funds | — | — | $23.1M | 0.7% | |
| JPMCB SR PB INC CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $20.4M | 0.6% | |
| Small Cap Value Fund | Mutual Funds | — | — | $20.2M | 0.6% | |
| Fidelity Small Cap Index Fund | Mutual Funds | — | — | $18.7M | 0.6% | |
| Common Collective Fund - SmartRetirement Passive Blend 2065 | Common Collective Trusts | — | — | $433K | <0.1% | |
| JPMCB SR PB 2065 CFC JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $433K | <0.1% | |
| Federal Money Market Fund | Mutual Funds | — | — | $376K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $63K |
| — |
