Heather Jacobovitch signed Peninsula Community Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peninsula Community Health Services' EIN is 94-3079770.
Download the official 2024 Form 5500 (PDF) for Peninsula Community Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peninsula Community Health Services' plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERGRATED WEALTH CONCEPTS LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.2M | 17.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.7M | 14.0% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $1.1M | 8.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.0M | 8.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $919K | 7.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $887K | 7.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $880K | 7.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $709K | 5.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $521K | 4.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $357K | 2.9% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $309K | 2.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $286K | 2.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $132K | 1.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $128K | 1.0% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $113K | 0.9% | |
| Vanguard Value Index | Mutual Funds | — | — | $101K | 0.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $98K | 0.8% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $91K | 0.7% | |
| Vanguard Equity Income | Mutual Funds | — | — | $75K | 0.6% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $70K | 0.6% | |
| American Funds American Balanced | Mutual Funds | — | — | $57K | 0.5% | |
| Calvert US Large Cap Core Responsibility Index | Other securities | — | — | $45K | 0.4% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $41K | 0.3% | |
| Putnam Dynamic Asset All Growth R6 | Mutual Funds | — | — | $41K | 0.3% | |
| Invesco Intermediate Income 980 Invesco Global | Mutual Funds | — | — | $40K | 0.3% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $39K | 0.3% | |
| American Century Small Cap Growth | Other securities | — | — | $37K | 0.3% | |
| Vanguard Target Retirement Income 79 Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $34K | 0.3% | |
| DFA US Core Equity II | Mutual Funds | — | — | $33K | 0.3% | |
| Invesco Small Cap Opportunity | Mutual Funds | — | — | $26K | 0.2% | |
| MassMutual Money Market Fund | Cash / Money Market | — | — | $22K | 0.2% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $14K | 0.1% | |
| DFA US Large Cap Value | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard GNMA | Agency / Mortgage-Backed | — | — | $13K | 0.1% | |
| PGIM High Yield | Other securities | — | — | $10K | <0.1% | |
| Vanguard International Growth | Mutual Funds | — | — | $8K | <0.1% | |
| Wells Fargo Special Small Cap Value | Other securities | — | — | $6K | <0.1% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $5K | <0.1% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | — | $5K | <0.1% | |
| Hartford Balanced Income | Other securities | — | — | $5K | <0.1% | |
| MFS Research International | Mutual Funds | — | — | $4K | <0.1% | |
| ishares Russell 2000 Small Cap | Common Collective Trusts | — | — | $3K | <0.1% | |
| Columbia Overseas Value | Other securities | — | — | $3K | <0.1% | |
| Nuveen Real Estate Securities Select | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Inflation Protected Securities | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $1K | <0.1% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| ADMIN PARTNERS LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $12K | — |
