Timothy Panks signed The Queen's Health Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Queen's Health Systems' EIN is 99-0238120.
Download the official 2024 Form 5500 (PDF) for The Queen's Health Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Queen's Health Systems' plan includes a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM LG CAP GROWTH R6 280,238 units | Other securities | — | $280K | $23.5M | 20.9% | |
| FID 500 INDEX 109,827 units | Common Collective Trusts | — | $110K | $22.4M | 19.9% | |
| VOYA Fixed Plus Account | Other securities | — | — | $19.9M | 17.6% | |
| AF NEW PERSPECT R6 85,416 units | Other securities | — | $85K | $5.3M | 4.7% | |
| PUTN LG CAP VAL R6 120,788 units | Other securities | — | $121K | $4.2M | 3.7% | |
| VANG TARGET RET 2025 203,812 units | Other securities | — | $204K | $3.8M | 3.4% | |
| FID EXTD MKT IDX 40,382 units | Common Collective Trusts | — | $40K | $3.7M | 3.3% | |
| PIMCO INCOME INST 342,598 units | Mutual Funds | — | $343K | $3.6M | 3.2% | |
| FID TOTAL BOND K6 393,909 units | Mutual Funds | — | $394K | $3.4M | 3.0% | |
| VANG TARGET RET 2030 85,021 units | Other securities | — | $85K | $3.2M | 2.9% | |
| TRP NEW HORIZONS I 44,753 units | Other securities | — | $45K | $2.5M | 2.2% | |
| FID TOTAL INTL IDX 182,155 units | Common Collective Trusts | — | $182K | $2.4M | 2.2% | |
| VANG TARGET RET 2020 61,950 units | Other securities | — | $62K | $1.6M | 1.5% | |
| VANG TARGET RET 2035 65,380 units | Other securities | — | $65K | $1.6M | 1.4% | |
| FID US BOND IDX 146,388 units | Common Collective Trusts | — | $146K | $1.5M | 1.3% | |
| ranging from 2025 to 2031. - | Other securities | — | — | $1.4M | 1.2% | |
| VANG TARGET RET INC 96,809 units | Common Stocks | — | $97K | $1.3M | 1.1% | |
| AF EUROPAC GROWTH R6 23,052 units | Other securities | — | $23K | $1.2M | 1.1% | |
| BLKRK MIDCAP GRTH IS 16,171 units | Other securities | — | $16K | $700K | 0.6% | |
| MFS MID CAP VALUE R6 12,617 units | Mutual Funds | — | $13K | $401K | 0.4% | |
| VANG TARGET RET 2040 7,777 units | Other securities | — | $8K | $336K | 0.3% | |
| VANG TARGET RET 2055 3,457 units | Other securities | — | $3K | $192K | 0.2% | |
| TRP SM CAP VALUE I 2,833 units | Other securities | — | $3K | $149K | 0.1% | |
| VANG TARGET RET 2045 3,095 units | Other securities | — | $3K | $92K | <0.1% | |
| VANG TARGET RET 2050 87 units | Other securities | — | — | $4K | <0.1% | |
| VANG TARGET RET 2065 69 units | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KKDLY, LLC |
| 99-0292355 |
| — |
| CONSULTANT |
| $15K |
| — |
| CARLS BALL LLP | 99-0035220 | — | CONSULTANT | $13K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | CONSULTANT | $7K | — |
