April Bell signed Tri-Cities Community Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-Cities Community Health's EIN is 91-1138675.
Download the official 2024 Form 5500 (PDF) for Tri-Cities Community Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tri-Cities Community Health'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | BROKER/DEALER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab | Mutual Funds | — | — | $2.8M | 19.2% | |
| Charles Schwab | Mutual Funds | — | — | $2.5M | 16.5% | |
| Charles Schwab | Mutual Funds | — | — | $1.8M | 12.4% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 11.2% | |
| Charles Schwab | Mutual Funds | — | — | $1.3M | 8.4% | |
| Charles Schwab | Mutual Funds | — | — | $1.2M | 8.1% | |
| Charles Schwab | Mutual Funds | — | — | $882K | 6.0% | |
| Charles Schwab | Mutual Funds | — | — | $669K | 4.5% | |
| JP Morgan | Other securities | — | — | $407K | 2.7% | |
| Charles Schwab | Mutual Funds | — | — | $384K | 2.6% | |
| Charles Schwab | Mutual Funds | — | — | $204K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $138K | 0.9% | |
| Participant loans: | Participant loans | — | — | $137K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $121K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $105K | 0.7% | |
| Voya | Other securities | — | — | $92K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $86K | 0.6% | |
| MFS | Mutual Funds | — | — | $70K | 0.5% | |
| Charles Schwab | Mutual Funds | — | — | $67K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $62K | 0.4% | |
| PIMCO | Mutual Funds | — | — | $43K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $38K | 0.3% | |
| PIMCO | Mutual Funds | — | — | $37K | 0.2% | |
| Putnam | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $8K | <0.1% | |
| Wells Fargo | Other securities | — | — | $8K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
