Rebecca Walsh signed Springfield Anesthesia Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Springfield Anesthesia Service, Inc.'s EIN is 04-2390028.
Download the official 2024 Form 5500 (PDF) for Springfield Anesthesia Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Springfield Anesthesia Service, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $213K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $30.2M | $30.2M | 37.6% | |
| VANGUARD 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $6.3M | $9.7M | 12.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $6.2M | $6.2M | 7.7% | |
| TCW TOTAL RETURN BOND FD I GM MUTUAL FUNDS | Other securities | — | $3.9M | $3.3M | 4.1% | |
| AMERICAN EUROPACIFIC R6 GM MUTUAL FUNDS | Other securities | — | $3.1M | $3.1M | 3.9% | |
| MACQUARIE VALUE FUND R6 MUTUAL FUNDS | Other securities | — | $3.1M | $2.3M | 2.9% | |
| VANGUARD TOTAL WORLD STK INDX MUTUAL FUNDS | Mutual Funds | — | $1.8M | $2.1M | 2.7% | |
| MFS MASS INVESTORS GRW R6 GM MUTUAL FUNDS | Mutual Funds | — | $1.7M | $2.1M | 2.6% | |
| VANGUARD SH-TM INV;ADM GM MUTUAL FUNDS | Mutual Funds | — | $1.8M | $1.8M | 2.3% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.6M | $1.6M | 2.0% | |
| VANGUARD TOTAL STOCK MRT ADM MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.3M | 1.6% | |
| MFS MID CAP VALUE FUND R6 GM MUTUAL FUNDS | Mutual Funds | — | $983K | $1.2M | 1.5% | |
| JP MORGAN 2040 SMARTRTIRMNT R6 MUTUAL FUNDS | Other securities | — | $1.0M | $1.0M | 1.3% | |
| INVESCO DEVELOPING MKTS R6 GM MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.0M | 1.3% | |
| AB GLOBAL BOND FUND CL Z GM MUTUAL FUNDS | Other securities | — | $1.1M | $995K | 1.2% | |
| JANUS HENDERSON ENTERPRISE GM MUTUAL FUNDS | Mutual Funds | — | $894K | $980K | 1.2% | |
| VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS | Common Collective Trusts | — | $969K | $957K | 1.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $829K | 1.0% | |
| MFS MASS INVESTORS GRW STCK R6 MUTUAL FUNDS | Mutual Funds | — | $629K | $751K | 0.9% | |
| MACQUARIE SMALL CAP VAL FD R6 MUTUAL FUNDS | Other securities | — | $555K | $598K | 0.7% | |
| JP MORGAN 2020 SMARTRTIRMNT R6 MUTUAL FUNDS | Other securities | — | $661K | $585K | 0.7% | |
| VANGUARD DEVELOPED MRKTS ADM MUTUAL FUNDS | Mutual Funds | — | $517K | $537K | 0.7% | |
| MORLEY STABLE VALUE FD GM MUTUAL FUNDS | Stable Value | — | $441K | $485K | 0.6% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $386K | $473K | 0.6% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $409K | $404K | 0.5% | |
| AB SMALL CP GRTH PORTL CL Z GM MUTUAL FUNDS | Other securities | — | $320K | $384K | 0.5% | |
| VANGUARD SMALL CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $307K | $372K | 0.5% | |
| ACCRUED INCOME ACCRUED INCOME 897 MORLEY STABLE VALUE FUND COMMON / COLLECTIVE TRUSTS | Stable Value | — | $319K | $344K | 0.4% | |
| AB SMALL CAP GRTH PORTL CL Z MUTUAL FUNDS | Other securities | — | $284K | $319K | 0.4% | |
| INVESCO DEVELOPING MKTS FD R6 MUTUAL FUNDS | Mutual Funds | — | $297K | $279K | 0.3% | |
| MACQUARIE VALUE FUND R6 MUTUAL FUNDS | Other securities | — | $368K | $275K | 0.3% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $261K | $261K | 0.3% | |
| MFS MID CAP VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $227K | $261K | 0.3% | |
| AMERICAN BALANCED FUND CL R6 MUTUAL FUNDS | Other securities | — | $221K | $239K | 0.3% | |
| PIMCO REAL RETURN FD CL INST MUTUAL FUNDS | Mutual Funds | — | $217K | $203K | 0.3% | |
| JP MORGAN 2050 SMARTRTIRMNT R6 MUTUAL FUNDS | Other securities | — | $160K | $180K | 0.2% | |
| MACQUARIE SMALL CAP VAL FD R6 MUTUAL FUNDS | Other securities | — | $153K | $150K | 0.2% | |
| MACQUARIE SMALL CAP CORE FD R6 MUTUAL FUNDS | Other securities | — | $119K | $147K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N MUTUAL FUNDS | Mutual Funds | — | $129K | $137K | 0.2% | |
| LOAN FUND LOANS | Other securities | — | $132K | $132K | 0.2% | |
| TCW TOTAL RETURN BOND FUND I MUTUAL FUNDS | Other securities | — | $116K | $96K | 0.1% | |
| BLACKROCK GLOBAL ALLOCATION K MUTUAL FUNDS | Other securities | — | $33K | $34K | <0.1% | |
| MFS INTL NEW DISCOVERY CL R6 MUTUAL FUNDS | Mutual Funds | — | $35K | $32K | <0.1% | |
| VANGUARD SH-TM INV;ADM MUTUAL FUNDS | Mutual Funds | — | $31K | $30K | <0.1% | |
| BNY MELLON OPP MIDCAP VAL FD Y MUTUAL FUNDS | Other securities | — | $15K | $15K | <0.1% | |
| VANGUARD TOTAL INTL BD CL ADM MUTUAL FUNDS | Mutual Funds | — | $15K | $14K | <0.1% | |
| JPM SMARTRTRMNT BLEND 2060 R6 MUTUAL FUNDS | Other securities | — | $9K | $10K | <0.1% | |
| AB GLOBAL BOND FUND CL Z MUTUAL FUNDS | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
