Deena Nelson signed The Elizabeth Hospice's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Elizabeth Hospice's EIN is 95-3275679.
Download the official 2024 Form 5500 (PDF) for The Elizabeth Hospice from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Elizabeth Hospice'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retire R6 Fund | Mutual Funds | — | — | $2.9M | 15.4% | |
| American Funds American Funds 2030 Target Date Retire R6 Fund | Mutual Funds | — | — | $2.8M | 14.7% | |
| American Funds American Funds 2020 Target Date Retire R6 Fund | Mutual Funds | — | — | $2.2M | 11.4% | |
| American Funds American Funds 2040 Target Date Retire R6 Fund | Mutual Funds | — | — | $2.1M | 11.3% | |
| American Funds American Funds 2025 Target Date Retire R6 Fund | Mutual Funds | — | — | $1.7M | 8.9% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $1.3M | 6.7% | |
| * Empower Trust Company, LLC Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $1.2M | 6.2% | |
| Vanguard Total Stock Market IDX Admiral Fund | Common Collective Trusts | — | — | $907K | 4.8% | |
| American Funds American Funds 2045 Target Date Retire R6 Fund | Mutual Funds | — | — | $773K | 4.1% | |
| American Funds American Funds 2050 Target Date Retire R6 Fund | Mutual Funds | — | — | $458K | 2.4% | |
| Vanguard Internationalerm-Term Bond Index Admiral Fund | Mutual Funds | — | — | $405K | 2.1% | |
| Vanguard Total Internationalernational Stock Index Admiraliral | Mutual Funds | — | — | $399K | 2.1% | |
| American Funds American Funds 2055 Target Date Retire R6 Fund | Mutual Funds | — | — | $346K | 1.8% | |
| PGIM Jennison Growth R6 Fund | Other securities | — | — | $190K | 1.0% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $174K | 0.9% | |
| s (continued) MFS Internationalernational Diversification R6 Fund | Mutual Funds | — | — | $170K | 0.9% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $148K | 0.8% | |
| Vanguard Mid Cap Index Fund- Admiraliral | Common Collective Trusts | — | — | $140K | 0.7% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $134K | 0.7% | |
| Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $87K | 0.5% | |
| Invesco Global R6 Fund | Mutual Funds | — | — | $56K | 0.3% | |
| PIMCO International Bond (USD Hedged) Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Blackrock Mid-Cap Growth Equity K Fund | Other securities | — | — | $35K | 0.2% | |
| Royce Small-Cap Opportunity Fund | Other securities | — | — | $31K | 0.2% | |
| Macquarie Emerging Markets Fund | Other securities | — | — | $31K | 0.2% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $28K | 0.1% | |
| Vanguard Emerging Markets Stock IDX Admiral Fund | Common Collective Trusts | — | — | $27K | 0.1% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $24K | 0.1% | |
| American Funds American Funds 2060 Target Date Retire R7 Fund | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $47K |
| — |
