Eric Cole signed Scripps Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scripps Health's EIN is 95-1684089.
Download the official 2024 Form 5500 (PDF) for Scripps Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scripps Health's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, 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 | $941K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $229K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Inst | Common Collective Trusts | — | $833K | $170.1M | 12.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | $1.4M | $134.2M | 10.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | $1.5M | $128.6M | 9.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | $1.1M | $119.0M | 8.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | $1.1M | $112.3M | 8.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | $1.3M | $102.1M | 7.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | $858K | $93.3M | 7.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | $741K | $53.8M | 4.0% | |
| Fidelity Investments Fidelity Puritan Fund | Mutual Funds | — | $2.0M | $50.4M | 3.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | $452K | $49.1M | 3.7% | |
| Self-directed brokerage accounts Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $45.1M | 3.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | $482K | $25.9M | 1.9% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio II | Mutual Funds | — | $25.1M | $25.1M | 1.9% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $25.1M | 1.9% | |
| WB LARGE CAP GR M GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 015 | Common Collective Trust | — | $1.1M | $23.9M | 1.8% | |
| Fidelity Investments Fidelity Retirement Government Money Market | Mutual Funds | — | $22.4M | $22.4M | 1.7% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | $1.7M | $19.7M | 1.5% | |
| Oakmark Fund Inv | Other securities | — | $115K | $17.6M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | $227K | $14.8M | 1.1% | |
| Dodge & Cox Dodge & Cox Intl Stock | Mutual Funds | — | $276K | $13.8M | 1.0% | |
| Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | $747K | $10.6M | 0.8% | |
| Fidelity Investments Small-Cap Index Adv | Mutual Funds | — | $342K | $9.5M | 0.7% | |
| Putnum Sm Cap GR R6 | Other securities | — | $701K | $9.3M | 0.7% | |
| PUTNAM SM CP GR R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $9.3M | 0.7% | |
| Fidelity Investments Total Intl Idx | Common Collective Trusts | — | $459K | $6.2M | 0.5% | |
| Fidelity Investments US Bond Idx | Common Collective Trusts | — | $481K | $4.9M | 0.4% | |
| Westwood WW Qual Small Cap Ult | Other securities | — | $160K | $3.2M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | $79K | $3.2M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $19K | $471K | <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 |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L+L PRINTERS | 20-4097955 | — | OTHER SERVICES | $5K | — |
