Joshua Stiens signed REID Outpatient Surgery and Endoscopy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REID Outpatient Surgery and Endoscopy, LLC's EIN is 20-2844915.
Download the official 2024 Form 5500 (PDF) for REID Outpatient Surgery and Endoscopy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REID Outpatient Surgery and Endoscopy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | — | NONE | $14K | — |
| CHARLES SCHWAB TRUST BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Ret R3 Target date # | Mutual Funds | — | — | $2.2M | 16.5% | |
| American Funds 2045 Target Date Ret R3 Target date # | Mutual Funds | — | — | $1.6M | 12.2% | |
| American Funds 2025 Target Date Ret R3 Target date # | Mutual Funds | — | — | $1.4M | 10.9% | |
| American Funds 2030 Target Date Ret R3 Target date # | Mutual Funds | — | — | $1.3M | 9.9% | |
| American Funds 2055 Target Date Ret R3 Target date # | Mutual Funds | — | — | $1.1M | 8.0% | |
| American Funds 2050 Target Date Ret R3 Target date # | Mutual Funds | — | — | $987K | 7.5% | |
| Investments in registered investment companies Columbia Large Cap Index Fund Class A Large-cap fund # | Common Collective Trusts | — | — | $841K | 6.4% | |
| American Funds 2040 Target Date Ret R3 Target date # | Mutual Funds | — | — | $774K | 5.9% | |
| Columbia Mid Cap Index Class A Mid-cap fund # | Other securities | — | — | $489K | 3.7% | |
| Columbia Small Cap Index Class A Small-cap fund # | Other securities | — | — | $446K | 3.4% | |
| American Funds 2060 Target Date Ret R3 Target date # | Mutual Funds | — | — | $368K | 2.8% | |
| Vanguard Growth Index FD Admiral Growth fund # | Mutual Funds | — | — | $296K | 2.2% | |
| participants' vested account balance. -0- | Other securities | — | — | $255K | 1.9% | |
| American Funds 2015 Target Date Ret R3 Target date # 51 American Funds 2020 Target Date Ret R3 Target date # | Mutual Funds | — | — | $242K | 1.8% | |
| Vanguard Total Stock Market Index Fund Admiral Large-cap fund # | Common Collective Trusts | — | — | $221K | 1.7% | |
| Europacific Growth Fund R4 Growth fund # | Other securities | — | — | $186K | 1.4% | |
| TCW MetWest Total Return Bd M Bond fund # | Other securities | — | — | $141K | 1.1% | |
| Cash * Charles Schwab Trust Bank Cash # 22 Money market fund Vanguard Federal Money Market Fund Investor Shares Money market fund # | Mutual Funds | — | — | $112K | 0.9% | |
| American Funds 2010 Target Date Ret R3 Target date # | Mutual Funds | — | — | $81K | 0.6% | |
| Vanguard Value Index Admiral Large-cap fund # | Mutual Funds | — | — | $50K | 0.4% | |
| Vanguard FTSE World EX US Index Admiral Foreign large-cap # | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Total Bond Market Index Admiral Bond fund # | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds 2065 Target Date Ret R3 Target date # | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $3K |
| — |
| NYHART | 35-0966414 | — | NONE | $2K | — |
| ALLWORTH FINANCIAL MANAGEMENT | — | INDIANAPOLIS, IN | NONE | $928 | — |
