Rachel Brekken Urosevich signed U.S. Nursing Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Nursing Corporation's EIN is 84-1108544.
Download the official 2024 Form 5500 (PDF) for U.S. Nursing Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Nursing Corporation'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 |
|---|---|---|---|---|---|
| BOKF, NA | 73-6210970 | TULSA, OK | TRUSTEE | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.8M | 12.6% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $7.7M | 12.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $6.2M | 10.1% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $6.2M | 10.1% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $5.0M | 8.1% | |
| JPM Long Cap Growth R6 | Other securities | — | — | $4.8M | 7.8% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $3.2M | 5.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.1M | 5.1% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $2.8M | 4.6% | |
| Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $1.9M | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $1.9M | 3.1% | |
| Baron Small Cap Fund | Other securities | — | — | $1.5M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $1.3M | 2.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| MFS Value Fund | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $770K | 1.2% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $647K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $642K | 1.0% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $620K | 1.0% | |
| Invesco Equity and Income Fund | Mutual Funds | — | — | $548K | 0.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $400K | 0.6% | |
| JPM Core Bond R6 Fund | Other securities | — | — | $360K | 0.6% | |
| Hotchkis & Wiley High Yield Fund | Other securities | — | — | $341K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $284K | 0.5% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $275K | 0.4% | |
| Participant contributions transferred late to Plan for year ended 12/31/24 - | Other securities | — | — | $269K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $263K | 0.4% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $258K | 0.4% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $231K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $138K | 0.2% | |
| BOKF Cash Account | Cash / Money Market | — | — | $96K | 0.2% | |
| Plan Participants Participant loans, maturing through | Participant loans | — | — | $76K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
