Sandra Townsend signed Sharp Healthcare's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sharp Healthcare's EIN is 95-6077327.
Download the official 2024 Form 5500 (PDF) for Sharp Healthcare from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sharp Healthcare's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | RECORDKEEPER | $629K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $621.0M | 83.5% | |
| [Assets held in participant loans] | Other | — | — | $8.8M | 1.2% | |
| [Assets held in pooled separate account] | Other | — | — | $6.3M | 0.8% | |
| LINCOLN PATHBUILDER INCOME LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $6.3M | 0.8% |
