Ivan Montalvo-Otano signed Jefferson Anesthesiologist SER's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson Anesthesiologist SER's EIN is 16-1431831.
Download the official 2024 Form 5500 (PDF) for Jefferson Anesthesiologist SER from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson Anesthesiologist SER's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.1M | 100.0% |
| METLIFE GAC SERIES 25157 0 RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | $0 | <0.1% |
