Janay Andrade signed The Methodist Hospital's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Methodist Hospital's EIN is 76-0125391.
Download the official 2022 Form 5500 (PDF) for The Methodist Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Methodist Hospital's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $382K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE A1 | Stable Value | — | — | $76.3M | 10.1% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $76.3M | 10.1% | |
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $70.2M | 9.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $63.4M | 8.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $58.3M | 7.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $57.1M | 7.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $46.2M | 6.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $46.0M | 6.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $36.5M | 4.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $35.7M | 4.7% | |
| FIDELITY FID CONTRAFUND K6 | Mutual Funds | — | — | $23.9M | 3.2% | |
| FIDELITY FID GLB EX US IDX | Common Collective Trusts | — | — | $22.2M | 2.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $19.6M | 2.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $17.5M | 2.3% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $17.4M | 2.3% | |
| FIDELITY FID EXTD MKT IDX | Common Collective Trusts | — | — | $15.6M | 2.1% | |
| FIDELITY BROKERAGELINK | Mutual Funds | — | — | $15.1M | 2.0% | |
| DODGE & COX DODGE + COX INCOME | Mutual Funds | — | — | $11.9M | 1.6% | |
| DELAWARE DLWR SM CAP CORE IS | Other securities | — | — | $11.3M | 1.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.1% | |
| DODGE & COX DODGE + COX STOCK | Mutual Funds | — | — | $6.9M | 0.9% | |
| Various participants Notes receivable to participants bearing interest rates ranging from 4.25% to 7.25% and maturing 2023 to 2028 | Bonds / Notes | — | — | $5.8M | 0.8% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $5.0M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $366K | <0.1% | |
| VANGUARD FEDERAL MONEY MARKET | Mutual Funds | — | — | $201K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
