Michael Mineo signed General Physician, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Physician, P.C.'s EIN is 16-1460136.
Download the official 2024 Form 5500 (PDF) for General Physician, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Physician, P.C.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $212K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS LLC | — | BUFFALO, NY | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $7.2M | 10.5% | |
| American Funds American Funds 2030 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $6.9M | 9.9% | |
| American Funds 2035 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $6.8M | 9.8% | |
| American Funds 2050 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $6.3M | 9.1% | |
| American Funds 2040 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $5.6M | 8.1% | |
| American Funds 2020 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $4.7M | 6.8% | |
| American Funds 2025 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $4.3M | 6.2% | |
| American Funds 2045 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $4.1M | 6.0% | |
| American Funds 2055 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $3.9M | 5.6% | |
| American Funds 2060 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $3.9M | 5.6% | |
| JPMorgan Large Cap Growth Fund Mutual Funds | Other securities | — | — | $3.7M | 5.4% | |
| PGIM Investments PGIM Total Return Bond Fund Mutual Funds | Other securities | — | — | $1.9M | 2.7% | |
| Guaranteed Income Fund Guaranteed Income | Other securities | — | — | $1.6M | 2.3% | |
| JP Morgan Large Cap Value Fund Mutual Funds | Other securities | — | — | $1.3M | 1.9% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $1.1M | 1.5% | |
| BlackRock Advisors, LLC Blackrock Mid-Cap Growth Equity Fund Mutual Funds | Other securities | — | — | $1.1M | 1.5% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $986K | 1.4% | |
| American Funds 2015 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $941K | 1.4% | |
| MFS Investment Management MFS International Diversification Fund Mutual Funds | Mutual Funds | — | — | $859K | 1.2% | |
| MFS New Discovery Value Fund Mutual Funds | Mutual Funds | — | — | $765K | 1.1% | |
| American Funds New World Fund Mutual Funds | Mutual Funds | — | — | $497K | 0.7% | |
| Janus Henderson Investors Janus Henderson Venture Fund Mutual Funds | Mutual Funds | — | — | $396K | 0.6% | |
| American Century Investments American Century Mid Cap Value Fund Mutual Funds | Other securities | — | — | $151K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
