KIM Abrams signed Arizona Community Surgeons, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arizona Community Surgeons, PC's EIN is 20-3604285.
Download the official 2024 Form 5500 (PDF) for Arizona Community Surgeons, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arizona Community Surgeons, PC'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 |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824865 | ORINDA, CA | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824668 | ORINDA, CA | NONE | $30K | — |
| CHARLES SCHWAB BANK | 82-3967259 |
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 | |||||
|---|---|---|---|---|---|---|
| 27 Charles Schwab Bank Vanguard Target 2030 | Mutual Funds | — | — | $4.1M | 20.9% | |
| 15 *Charles Schwab Bank Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.6M | 8.3% | |
| 8 Charles Schwab Bank Janus Henderson Enterprise N | Mutual Funds | — | — | $1.6M | 7.9% | |
| 36 *Charles Schwab Bank Schwab Personal Choice Account | Mutual Funds | — | — | $1.6M | 7.9% | |
| 26 Charles Schwab Bank Vanguard Target 2020 | Mutual Funds | — | — | $1.5M | 7.8% | |
| 28 Charles Schwab Bank Vanguard Target 2040 | Mutual Funds | — | — | $1.5M | 7.7% | |
| 29 Charles Schwab Bank Vanguard Target 2050 | Mutual Funds | — | — | $1.5M | 7.6% | |
| 9 Charles Schwab Bank JHancock Disciplined Mid Cap R | Mutual Funds | — | — | $1.1M | 5.4% | |
| 33 Charles Schwab Bank Vanguard Total Stock Market | Mutual Funds | — | — | $820K | 4.1% | |
| 7 Charles Schwab Bank Fidelity Growth Discovery Fund | Mutual Funds | — | — | $595K | 3.0% | |
| 22 Charles Schwab Bank Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $525K | 2.7% | |
| 30 Charles Schwab Bank Vanguard Target Income | Mutual Funds | — | — | $494K | 2.5% | |
| MORLEY STABLE VALUE FUND 25 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $466K | 2.4% | |
| 11 Charles Schwab Bank PGIM Total Return Bd R6 | Mutual Funds | — | — | $334K | 1.7% | |
| 32 Charles Schwab Bank Vanguard Total International Index | Mutual Funds | — | — | $280K | 1.4% | |
| 20 Charles Schwab Bank Vanguard Equity-Income ADM | Mutual Funds | — | — | $261K | 1.3% | |
| 25 Charles Schwab Bank Vanguard Small Cap Index ADM | Mutual Funds | — | — | $209K | 1.1% | |
| 12 Charles Schwab Bank PIMCO Income Instl | Mutual Funds | — | — | $184K | 0.9% | |
| 31 Charles Schwab Bank Vanguard Total Bond Mkt Index | Mutual Funds | — | — | $151K | 0.8% | |
| Notes Receivable from Participants Maturing at various dates through 2029. -0- | Other securities | — | — | $99K | 0.5% | |
| 13 Charles Schwab Bank PIMCO Short Term Instl | Mutual Funds | — | — | $91K | 0.5% | |
| 3 Charles Schwab Bank Cohen & Steers Realty Shares | Mutual Funds | — | — | $66K | 0.3% | |
| 5 Charles Schwab Bank Dodge & Cox International STK | Mutual Funds | — | — | $54K | 0.3% | |
| s 2 Charles Schwab Bank American Funds New Perspective R6 | Mutual Funds | — | — | $42K | 0.2% | |
| 24 Charles Schwab Bank Vanguard Short Term Treasury A | Mutual Funds | — | — | $31K | 0.2% | |
| 23 Charles Schwab Bank Vanguard Real Estate Index ADM | Mutual Funds | — | — | $20K | <0.1% | |
| 17 Charles Schwab Bank Vanguard Balance Index ADM | Mutual Funds | — | — | $18K | <0.1% | |
| 1 *Charles Schwab Bank Cash | Mutual Funds | — | — | $17K | <0.1% | |
| 4 Charles Schwab Bank DFA Emerging Markets | Mutual Funds | — | — | $12K | <0.1% | |
| 10 Charles Schwab Bank Metropolitan West Total Return | Mutual Funds | — | — | $10K | <0.1% | |
| 18 Charles Schwab Bank Vanguard Consumer Staples Index | Mutual Funds | — | — | $9K | <0.1% | |
| 14 *Charles Schwab Bank Schwab Prime Advantage Money | Mutual Funds | — | — | $9K | <0.1% | |
| 6 Charles Schwab Bank Fidelity Blue Chip Growth | Mutual Funds | — | — | $8K | <0.1% | |
| 21 Charles Schwab Bank Vanguard GNMA ADM | Agency / Mortgage-Backed | — | — | $7K | <0.1% | |
| 19 Charles Schwab Bank Vanguard Emrg Mkts STK INC ADM | Mutual Funds | — | — | $4K | <0.1% | |
| 34 Charles Schwab Bank Vanguard Utilities Index Adm | Mutual Funds | — | — | $3K | <0.1% | |
| 16 Charles Schwab Bank T. Rowe Price Health Sciences | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HENDERSON, NV |
| NONE |
| $7K |
| — |
