Tammy Leeper signed Fairfax Medical Facilities Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fairfax Medical Facilities Inc.'s EIN is 83-0410970.
Download the official 2024 Form 5500 (PDF) for Fairfax Medical Facilities Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fairfax Medical Facilities Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSRNCE CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD D JONES & CO LP |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $12K |
| — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.5M | 54.0% | |
| SEPARATE ACCOUNT II TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $980K | 36.3% | |
| Jpmorgan Smartret Blend 2020 R6 Mutual Fund | Other securities | — | — | $403K | 14.9% | |
| JPMORGAN SMARTRET BLND 2030 R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $309K | 11.4% | |
| American Century Ultra(R) A Pooled Separate Account Mutual Fund 423 * American Funds Capital Wld Grwth Inc Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $179K | 6.6% | |
| American Funds Growth Fund of Amer. Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $162K | 6.0% | |
| Jpmorgan Smartret Blend 2050 R6 Mutual Fund | Other securities | — | — | $147K | 5.4% | |
| Hartford Small Cap Growth HLS IA Pooled Separate Account Mutual Fund 931 * Hartford Total Return Bond HLS IA Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $117K | 4.3% | |
| Jpmorgan Smartret Blend 2025 R6 Mutual Fund | Other securities | — | — | $114K | 4.2% | |
| Jpmorgan Smartret Blend 2040 R6 Mutual Fund | Other securities | — | — | $111K | 4.1% | |
| American Fund Europacific Growth R3 Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $89K | 3.3% | |
| Talcott Resolution Life Ins General Account Fixed Annuity | Other securities | — | — | $77K | 2.9% | |
| CRM Mid Cap Value Inv Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $77K | 2.9% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $74K | 2.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $63K | 2.3% | |
| Notes receivable from participants Ranging from 12 to 130 month maturities, with interest rates ranging from 6% to 8.5%. | Bonds / Notes | — | — | $56K | 2.1% | |
| Victory Munder Mid-Cap Core Growth Pooled Separate Account Mutual Fund 110 * AUL Stable Value Account Fixed Annuity | Stable Value | — | — | $56K | 2.1% | |
| Invesco Equity and Income A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $51K | 1.9% | |
| Jpmorgan Smartret Blend 2055 R6 Mutual Fund | Other securities | — | — | $50K | 1.9% | |
| Jpmorgan Smartret Blend 2060 R6 Mutual Fund | Other securities | — | — | $50K | 1.8% | |
| PARTICIPANTS LOANS 6% TO 8.5% 0 | Bonds / Notes | — | — | $49K | 1.8% | |
| Hartford Balanced HLS Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $44K | 1.6% | |
| Invesco Real Estate A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $36K | 1.3% | |
| Jpmorgan Smartret Blend 2045 R6 Mutual Fund | Other securities | — | — | $35K | 1.3% | |
| EMPOWER FORFEITURES 0 | Other securities | — | — | $35K | 1.3% | |
| Jpmorgan Smartret Blend 2035 R6 Mutual Fund | Other securities | — | — | $28K | 1.0% | |
| Jpmorgan Large Cap Value R6 Mutual Fund | Other securities | — | — | $28K | 1.0% | |
| Fidelity Advisor Balanced Z Mutual Fund | Mutual Funds | — | — | $26K | 1.0% | |
| Baron Small Cap Retail Pooled Separate Account Mutual Fund 1 * Blackrock Lifepath Dyn 2030 Instl Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $23K | 0.9% | |
| Victory Diversified Stock A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $23K | 0.8% | |
| Goldman Sachs Mid Cap Value A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $18K | 0.7% | |
| Blackrock Lifepath Dyn 2040 Instl Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $16K | 0.6% | |
| Calvert Equity A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $15K | 0.6% | |
| Blackrock Lifepath Dyn Ret Instl Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $15K | 0.6% | |
| Hotchkis & Wiley Large Cap Value A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| Hartford Disciplined Equity HLS IA Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| AB International Value A Pooled Separate Account Mutual Fund 283 * American Century Heritage A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| Invesco Comstock A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| Nexpoint Merger Arbitrage A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $10K | 0.4% | |
| State Street S&P 500 Index Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| Templeton Growth A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| EMPOWER PARTICIPANT LOANS 0 | Participant loans | — | — | $7K | 0.3% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $7K | 0.3% | |
| Davis NY Venture A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| Keeley Small Cap Dividend Value A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| Hartford Dividend and Growth HLS IA Pooled Separate Account Mutual Fund 805 * Hartford International Opp HLS IA Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Jpmorgan Smartret Blend 2065 R6 Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| JPMORGAN UNDSCVRDMGRS BEHAVIORAL VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $4K | 0.1% | |
| Trowe Price Midcap Vauel I Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Goldman Sachs High Yield A Pooled Separate Account Mutual Fund | Pooled Separate Accounts | — | — | $3K | <0.1% |
