Sommer Walker signed Baptist-Physicians Surgery CENT's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baptist-Physicians Surgery CENT's EIN is 04-3665929.
Download the official 2024 Form 5500 (PDF) for Baptist-Physicians Surgery CENT from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baptist-Physicians Surgery CENT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCF ADVISORS | 20-0566061 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.1M | 35.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.3M | 15.3% | |
| BLACKROCK LIFEPATH 2065 K 409 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.0M | 11.9% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $785K | 9.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $625K | 7.3% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $439K | 5.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $424K | 4.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $236K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $171K | 2.0% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $150K | 1.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $97K | 1.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $53K | 0.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $51K | 0.6% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $33K | 0.4% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $25K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $11K | 0.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
