East Carolina Anesthesia Associates, PLLC's EIN is 20-1442673.
Download the official 2024 Form 5500 (PDF) for East Carolina Anesthesia Associates, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)East Carolina Anesthesia Associates, PLLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| FUTUREPLAN BY ASCENSUS | 95-3207191 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Balanced N | Mutual Funds | — | — | $31.7M | 50.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.1M | 12.9% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2.9M | 4.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.8M | 2.9% | |
| Principal Blue Chip Institutional | Other securities | — | — | $1.8M | 2.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.7M | 2.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Vanguard Wellesley Income Adm | Mutual Funds | — | — | $1.4M | 2.3% | |
| CARILLON EAGLE MID CAP GROWTH CIT C ALTA TRUST · EIN 83-0524193 / PN 005 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $999K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $919K | 1.5% | |
| Guggenheim Total Return Bond Instl | Other securities | — | — | $692K | 1.1% | |
| Fixed Annuities * Great-West Key Guaranteed Portfolio Fund | Other securities | — | — | $676K | 1.1% | |
| Vanguard Short-Term Investment Grade | Mutual Funds | — | — | $650K | 1.0% | |
| Hartford Strategic Income R6 | Other securities | — | — | $560K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $517K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $444K | 0.7% | |
| Allspring Real Return R6 | Mutual Funds | — | — | $438K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $403K | 0.6% | |
| Fidelity Advisor Focused Emerging Mrkt I | Mutual Funds | — | — | $400K | 0.6% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $394K | 0.6% | |
| Fidelity Advisor Health Care I | Mutual Funds | — | — | $385K | 0.6% | |
| PGIM High-Yield R6 | Other securities | — | — | $380K | 0.6% | |
| maturing through January 2033 | Other securities | — | — | $253K | 0.4% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $232K | 0.4% | |
| AQR Large Cap Defensive Style R6 | Other securities | — | — | $200K | 0.3% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $183K | 0.3% | |
| Invesco Gold & Special Minerals Y | Mutual Funds | — | — | $164K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $151K | 0.2% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $128K | 0.2% | |
| BlackRock Technology Opportunities Instl | Other securities | — | — | $126K | 0.2% | |
| PGIM Jennison Natural Resources R6 | Other securities | — | — | $112K | 0.2% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $76K | 0.1% | |
| American Century Small Cap Value R6 | Other securities | — | — | $76K | 0.1% | |
| Franklin Utilities Advisor Class | Mutual Funds | — | — | $74K | 0.1% | |
| Guggenheim Macro Opportunities Instl | Other securities | — | — | $69K | 0.1% | |
| Fidelity Advisor Emerging Asia I | Mutual Funds | — | — | $48K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $13K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS, LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $87K |
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $39K | — |
