First National Health Services, LLC's EIN is 87-1955856.
Download the official 2024 Form 5500 (PDF) for First National Health Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First National Health Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $649K | 20.2% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $597K | 18.6% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $570K | 17.7% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $388K | 12.1% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $346K | 10.8% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $136K | 4.2% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $128K | 4.0% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $101K | 3.1% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $97K | 3.0% | |
| Fidelity Investments Fidelity 500 Index FD | Common Collective Trusts | — | — | $70K | 2.2% | |
| Nuveen Lifecycle Index Ret Inc R6 | Mutual Funds | — | — | $37K | 1.1% | |
| Vanguard Total Intl Stock Index ADM | Mutual Funds | — | — | $36K | 1.1% | |
| from March 2025 through November 2027 -0- | Other securities | — | — | $18K | 0.6% | |
| Baird Core Plus Bond INSTL | Other securities | — | — | $11K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $8K | 0.3% | |
| Fidelity Investments Fidelity MID CAP Index | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Equity Inc FD Admiral SHS | Mutual Funds | — | — | $4K | 0.1% | |
| AllianceBernstein AB Large CAP Growth Z | Other securities | — | — | $4K | 0.1% | |
| Fidelity Investments Fidelity Small CAL Index | Mutual Funds | — | — | $3K | <0.1% | |
| American Beacon American Beacon Small CAP Value R6 | Other securities | — | — | $2K | <0.1% | |
| Allspring Global Investments Allspring Special MID CAP VAL FD R6 | Other securities | — | — | $2K | <0.1% | |
| Schwab Funds Schwab Government Money FD INV SHS | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
