LISA Deininger signed Adventist Health System/West, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adventist Health System/West, Inc.'s EIN is 95-3484589.
Download the official 2024 Form 5500 (PDF) for Adventist Health System/West, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adventist Health System/West, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FID INV OPS | 04-2647786 | — | RECORDKEEPER | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS,INC | 04-2654524 | — | INV. ADVIOSRY | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $35.1M | 12.2% | |
| LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $33.2M | 11.6% | |
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4299518 / PN 001 | Common Collective Trust | — | — | $29.6M | 10.3% | |
| LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020715 / PN 001 | Common Collective Trust | — | — | $27.4M | 9.6% | |
| LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-1620812 / PN 001 | Common Collective Trust | — | — | $23.4M | 8.2% | |
| LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $18.8M | 6.6% | |
| LIFEPATH PAYCHECK 2030 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 87-2794779 / PN 001 | Common Collective Trust | — | — | $16.2M | 5.7% | |
| LIFEPATH PAYCHECK 2033 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-1404472 / PN 001 | Common Collective Trust | — | — | $15.9M | 5.6% | |
| LIFEPATH PAYCHECK 2027 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 86-1653383 / PN 001 | Common Collective Trust | — | — | $12.6M | 4.4% | |
| LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $11.2M | 3.9% | |
| LIFEPATH PAYCHECK 2024 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 86-1677996 / PN 001 | Common Collective Trust | — | — | $9.3M | 3.2% | |
| MSCI ACWI EX US IMI INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-2094921 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.5% | |
| AHRP Capital Preservation Account Stable value fund | Stable Value | — | — | $6.6M | 2.3% | |
| US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $6.2M | 2.2% | |
| maturing through June 2039 0 | Other securities | — | — | $4.6M | 1.6% | |
| LIFEPATH PAYCHECK 2021 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 86-1724470 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.4% | |
| LIFEPATH INDEX RETIREMENT FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-6371105 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| Fidelity Brokeragelink - Fidelity Funds Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.6M | 1.3% | |
| LIFEPATH PAYCHECK 2018 INCOME FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 86-1724664 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Fidelity Brokeragelink - Other Interest bearing cash | Mutual Funds | — | — | $761K | 0.3% | |
| LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 20-5114920 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 26-4020542 / PN 001 | 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.
