Andrew Guarni signed HOAG Memorial Hospital Presbyterian's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOAG Memorial Hospital Presbyterian's EIN is 95-1643327.
Download the official 2024 Form 5500 (PDF) for HOAG Memorial Hospital Presbyterian from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOAG Memorial Hospital Presbyterian'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $420K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW | 33-0818667 | — | CONSULTANT | $105K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $116.0M | $152.2M | 12.1% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $104.6M | $148.3M | 11.8% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $88.6M | $91.2M | 7.3% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $84.2M | $86.6M | 6.9% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $77.6M | $79.5M | 6.3% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $73.0M | $75.0M | 6.0% | |
| NEW YORK LIFE INS CO | Common Stocks | — | — | $71.3M | 5.7% | |
| NYL ANCHOR ACCOUNT | Other securities | — | — | $71.3M | 5.7% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $71.3M | 5.7% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $68.2M | $70.1M | 5.6% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $64.1M | $65.7M | 5.2% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $51.3M | $52.4M | 4.2% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $37.5M | $38.5M | 3.1% | |
| VANG INFO TEC IDX AD | Common Collective Trusts | — | $20.6M | $31.8M | 2.5% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $31.5M | $31.4M | 2.5% | |
| AF NEW PERSPECT R6 | Other securities | — | $31.9M | $31.0M | 2.5% | |
| VICTORY S ESTB VAL I | Other securities | — | $30.4M | $28.5M | 2.3% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $24.4M | $24.9M | 2.0% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $28.5M | $24.4M | 1.9% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $19.4M | 1.6% | |
| PIM SP INTL US$H IS | Other securities | — | $20.0M | $19.0M | 1.5% | |
| BLKRK HLTH SCI OPP I | Other securities | — | $20.6M | $17.4M | 1.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | $10.3M | $11.1M | 0.9% | |
| PIMCO INCOME INST | Mutual Funds | — | $11.1M | $10.5M | 0.8% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $9.0M | $9.1M | 0.7% | |
| TRP QM US SMCP GR I | Other securities | — | $9.7M | $8.9M | 0.7% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $9.9M | $8.3M | 0.7% | |
| FID MID CAP IDX | Common Collective Trusts | — | $7.0M | $7.7M | 0.6% | |
| VANG EQUITY INC ADM | Common Stocks | — | $6.5M | $6.4M | 0.5% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $5.5M | $5.6M | 0.4% | |
| DFA US TARGET VAL I | Mutual Funds | — | $4.2M | $4.7M | 0.4% | |
| VANG VMMR-FED MMKT | Other securities | — | $4.3M | $4.3M | 0.3% | |
| DFA GLOB REAL ESTATE | Mutual Funds | — | $4.8M | $4.1M | 0.3% | |
| FID INTL INDEX | Mutual Funds | — | $3.9M | $3.9M | 0.3% | |
| FID US BOND IDX | Common Collective Trusts | — | $3.3M | $3.1M | 0.3% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | $2.1M | $2.2M | 0.2% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | $1.9M | $2.0M | 0.2% | |
| ACCRUED INCOME | Other securities | — | — | $2K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
