April Bettencourt signed Tom Sowash O.D. & Associates, P.C.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tom Sowash O.D. & Associates, P.C.'s EIN is 20-1048092.
Download the official 2022 Form 5500 (PDF) for Tom Sowash O.D. & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Tom Sowash O.D. & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.4M | 94.7% | |
| [Assets held in pooled separate account] | Other | — | — | $334K | 3.8% | |
| [Assets held in participant loans] | Other | — | — | $59K | 0.7% | |
| SA/INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCG/TIMESSQUARE PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCV/KENNEDY CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQUITYINDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MC EQ IDX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLRK RUSSELL 2000 INDEX T BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 91-3380069 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLRK US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE BLUE CHIP GRO T4 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL DIVERSIFIED REAL ASSET PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
