Scott Schlenoff signed Patient Access Network Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patient Access Network Foundation's EIN is 20-1184743.
Download the official 2024 Form 5500 (PDF) for Patient Access Network Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patient Access Network Foundation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray MyWayRetirementIndex 2055 Fund | Other securities | — | — | $1.4M | 21.1% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $1.4M | 21.1% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $983K | 15.0% | |
| Great Gray MyWayRetirementIndex 2040 Fund | Other securities | — | — | $983K | 15.0% | |
| Great Gray MyWayRetirementIndex 2050 Fund | Other securities | — | — | $762K | 11.6% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $762K | 11.6% | |
| Great Gray MyWayRetirementIndex 2030 Fund | Other securities | — | — | $603K | 9.2% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $603K | 9.2% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $519K | 7.9% | |
| Great Gray MyWayRetirement RealEstate R Fund | Other securities | — | — | $371K | 5.7% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $371K | 5.7% | |
| Great Gray MyWayRetirementIndex 2060 Fund | Other securities | — | — | $367K | 5.6% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $367K | 5.6% | |
| Great Gray MyWayRetirementInternational Growth R Fund | Other securities | — | — | $307K | 4.7% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $307K | 4.7% | |
| Great Gray MyWayRetirementIndex 2035 Fund | Other securities | — | — | $210K | 3.2% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $210K | 3.2% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $192K | 2.9% | |
| Great Gray MyWayRetirementIndex 2045 Fund | Other securities | — | — | $165K | 2.5% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $165K | 2.5% | |
| Great Gray MyWayRetirementIndex Retirement Fund | Other securities | — | — | $164K | 2.5% | |
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $164K | 2.5% | |
| Great Gray MyWayRetirementIndex 2065 Fund | Other securities | — | — | $82K | 1.3% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $82K | 1.3% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $69K | 1.1% | |
| Great Gray MyWayRetirementGlobal Bond R Fund | Other securities | — | — | $66K | 1.0% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $66K | 1.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $36K | 0.5% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $35K | 0.5% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $30K | 0.5% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $18K | 0.3% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $14K | 0.2% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $10K | 0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray MyWayRetirementMulti-Sector Bond R Fund | Other securities | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray MyWayRetirementMid Cap Growth R Fund | Other securities | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $1K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $1K | <0.1% | |
| Great Gray MyWayRetirementEmerging Markets R Fund | Other securities | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $1K | <0.1% | |
| Great Gray MyWayRetirementLarge Cap Growth R Fund | Other securities | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
