Howard Malamood signed Saratoga-Schenectady Gastroenterology Assocs PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saratoga-Schenectady Gastroenterology Assocs PC's EIN is 14-1556189.
Download the official 2024 Form 5500 (PDF) for Saratoga-Schenectady Gastroenterology Assocs PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saratoga-Schenectady Gastroenterology Assocs PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | ADVISOR | $69K | — |
| THE TPA EXPERTS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Real Blue Chip Growth Fund Advisor Class | Other securities | — | — | $3.7M | 13.8% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $3.1M | 11.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 7.0% | |
| MetLife Stable Value 25554 Fund Class J | Stable Value | — | — | $1.9M | 6.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.7M | 6.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.6M | 6.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.3M | 5.0% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.1M | 4.1% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $910K | 3.4% | |
| Principal International Equity Index Fund R-4 Class | Common Collective Trusts | — | — | $859K | 3.2% | |
| BlackRock High Yield Portfolio K | Other securities | — | — | $837K | 3.1% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $633K | 2.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $588K | 2.2% | |
| MFS International Diversification Fund Class R3 | Mutual Funds | — | — | $567K | 2.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $537K | 2.0% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $498K | 1.9% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $488K | 1.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class A | Common Stocks | — | — | $482K | 1.8% | |
| PIMCO Income Fund Class A | Mutual Funds | — | — | $399K | 1.5% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $380K | 1.4% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $372K | 1.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $296K | 1.1% | |
| Fidelity U.S Bond Index Fun | Mutual Funds | — | — | $275K | 1.0% | |
| Jhancock III Disc Val Mid Cap R6 | Other securities | — | — | $269K | 1.0% | |
| Participant Loans | Participant loans | — | — | $234K | 0.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $211K | 0.8% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $193K | 0.7% | |
| Prudential Total Return Bond Fund Class A | Other securities | — | — | $173K | 0.6% | |
| Fidelity Advisors Technology Z | Mutual Funds | — | — | $106K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $71K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Investor Shares | Mutual Funds | — | — | $33K | 0.1% | |
| Invesco Floating Rate Fund Class A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW GLOUCESTER, ME |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO., LLP | — | LATHAM, NY | AUDITOR | $5K | — |
