Gretchen HIND signed Multicare Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Multicare Health System's EIN is 91-1352172.
Download the official 2024 Form 5500 (PDF) for Multicare Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Multicare Health System's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISORY GROUP | 84-1532243 | — | NONE | $186K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $181K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $66.2M | 11.8% | |
| Vanguard Institutional Index Instl PI | Mutual Funds | — | — | $43.4M | 7.7% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $39.8M | 7.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $38.4M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $37.2M | 6.6% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $35.8M | 6.4% | |
| Group fixed annuity contracts * Empower Select Guaranteed Fund | Common Stocks | — | — | $34.3M | 6.1% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $30.2M | 5.4% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $24.4M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.6M | 4.2% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $22.5M | 4.0% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $16.0M | 2.8% | |
| Fidelity International Index | Mutual Funds | — | — | $14.1M | 2.5% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $13.1M | 2.3% | |
| Registered investment companies American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $12.9M | 2.3% | |
| Vanguard Real Estate Index Institutional | Mutual Funds | — | — | $11.6M | 2.1% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.5% | |
| Self-directed brokerage account Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $6.4M | 1.1% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $5.9M | 1.1% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.9% | |
| Vanguard Inflation-Protected Secs I | Mutual Funds | — | — | $4.8M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% |
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 |
|---|
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $2K | — |
| ABSOLUTE CAPITAL MANAGEMENT LLC | 25-1879568 | — | NONE | $2K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOHIMER WEALTH MANAGEMENT LLC | 83-2676110 | — | NONE | $2K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $771 | — |
| DRIVEN INVESTMENTS LLC | 85-1639367 | — | NONE | $376 | — |
