James M. Yerina signed Maternohio Clinical Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maternohio Clinical Associates, LLC's EIN is 20-1308320.
Download the official 2024 Form 5500 (PDF) for Maternohio Clinical Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maternohio Clinical Associates, LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $22K | — |
| LLC GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $15K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $8K | — |
| WELLTH ADVISORY | — | SHOREWOOD, IL | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Various brokerage advisors Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $34.5M | 54.7% | |
| AB US LARGE CAP GROWTH W SERIES WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.3M | 5.2% | |
| BlackRock LifePath Dynamic 2035 Fund K | Other securities | — | — | $3.1M | 4.9% | |
| BlackRock LifePath Dynamic 2030 Fund S | Other securities | — | — | $2.9M | 4.7% | |
| BlackRock LifePath Dynamic 2050 Fund S | Other securities | — | — | $2.7M | 4.3% | |
| Fidelity Investments Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | — | $2.7M | 4.3% | |
| BlackRock LifePath Dynamic 2045 Fund K | Other securities | — | — | $1.5M | 2.3% | |
| BlackRock LifePath Dynamic Retirement Fund K | Other securities | — | — | $1.4M | 2.2% | |
| Fidelity Investments Fidelity Advisors Total Bond Z | Mutual Funds | — | — | $1.3M | 2.0% | |
| BlackRock LifePath Dynamic 2040 Fund S | Other securities | — | — | $1.3M | 2.0% | |
| RELIANCE NY ANCHOR ACCT SERIES O RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $838K | 1.3% | |
| Invesco Small Cap Growth-R6 | Mutual Funds | — | — | $701K | 1.1% | |
| Federated Hermes Federated Hermes International Equity IS | Other securities | — | — | $665K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $618K | 1.0% | |
| Fidelity Investments Fidelity Total Market Index Instl Prem | Common Collective Trusts | — | — | $614K | 1.0% | |
| Lazard Asset Management Lazard Emerging Markets Equity Advantage Inst | Other securities | — | — | $595K | 0.9% | |
| BlackRock LifePath Dynamic 2055 Fund K | Other securities | — | — | $545K | 0.9% | |
| MID CAP GROWTH FUND R1 SHARES WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $508K | 0.8% | |
| Fidelity Investments Fidelity Total Intl Index Instil Premium | Mutual Funds | — | — | $390K | 0.6% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $332K | 0.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $327K | 0.5% | |
| WILMINGTON TRUST FLEXPATH LG CAP R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 86-1899009 / PN 375 | Common Collective Trust | — | — | $317K | 0.5% | |
| SMALL CAP VALUE FUND II R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $296K | 0.5% | |
| BlackRock LifePath Dynamic 2060 Fund K | Other securities | — | — | $223K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Instil Prem | Mutual Funds | — | — | $139K | 0.2% | |
| maturities through 2029 | Other securities | — | — | $77K | 0.1% | |
| BlackRock LifePath Dynamic 2065 Fund K | Other securities | — | — | $30K | <0.1% | |
| Various Non-interest-bearing cash account | Cash / Money Market | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
