CHAD CHOW signed Anesthesia Consulting & Management, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anesthesia Consulting & Management, LP's EIN is 01-0826101.
Download the official 2024 Form 5500 (PDF) for Anesthesia Consulting & Management, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anesthesia Consulting & Management, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS, LLC | 85-3213245 | — | INVESTMENT ADVISOR | $6K | — |
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 Fidelity 500 Index N/R | Mutual Funds | — | — | $102.6M | 19.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Premier N/R | Mutual Funds | — | — | $53.3M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Premier N/R | Mutual Funds | — | — | $47.9M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Premier N/R | Mutual Funds | — | — | $44.7M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Premier N/R | Mutual Funds | — | — | $39.3M | 7.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Premier N/R | Mutual Funds | — | — | $32.9M | 6.3% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $27.7M | 5.3% | |
| Fidelity Investments Fidelity Freedom Index 2055 Premier N/R | Mutual Funds | — | — | $27.0M | 5.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Premier N/R | Mutual Funds | — | — | $25.1M | 4.8% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $17.7M | 3.4% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $17.3M | 3.3% | |
| Fidelity Investments Fidelity US Bond Index N/R | Mutual Funds | — | — | $17.1M | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $12.2M | 2.3% | |
| T. ROWE PRICE LG CAP GR TRUST CL L T. ROWE PRICE · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier N/R | Mutual Funds | — | — | $6.5M | 1.2% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice Retirement Account N/R | Self-Directed Brokerage | — | — | $6.4M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 Premier N/R | Mutual Funds | — | — | $5.5M | 1.0% | |
| Invesco Ltd Invesco Discovery R6 N/R | Mutual Funds | — | — | $4.8M | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Premier N/R | Mutual Funds | — | — | $3.9M | 0.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $3.4M | 0.6% | |
| Participant Loans Interest: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $3.4M | 0.6% | |
| Fidelity Investments Fidelity Emerging Markets Index N/R | Mutual Funds | — | — | $3.4M | 0.6% | |
| PRINCIPAL CIT EQ INC A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2015 Premier N/R | Mutual Funds | — | — | $2.9M | 0.6% | |
| COHEN & STEERS U.S. REALTY CLASS RS SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Premier N/R | Mutual Funds | — | — | $2.5M | 0.5% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| JHANCOCK CORE PLUS FIXED INC TR I2 JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| PRIN CIT DIVERSIFIED INTL EQ A-I PRINCIPAL · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income N/R | Mutual Funds | — | — | $747K | 0.1% | |
| Money market fund * State Street Bank & Trust Co. Cash Reserve Account N/R | Cash / Money Market | — | — | $450K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $508 | — |
