AMY Tucker, MD, MHCM signed Upstate Community Medical, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upstate Community Medical, PC's EIN is 20-3889761.
Download the official 2024 Form 5500 (PDF) for Upstate Community Medical, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upstate Community Medical, PC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $32K | — |
| ACTUARIAL PENSION ANALYSTS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund - 3,181 shares | Common Collective Trusts | — | — | $1.7M | 12.2% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund - 39,128 shares | Mutual Funds | — | — | $1.2M | 8.5% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund - 41,667 shares | Mutual Funds | — | — | $1.1M | 7.5% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund - 39,373 shares | Mutual Funds | — | — | $1.1M | 7.5% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund - 42,270 shares | Mutual Funds | — | — | $837K | 5.9% | |
| Fidelity Advisor New Insights I Mutual Fund - 18,737 shares | Mutual Funds | — | — | $817K | 5.8% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund - 25,393 shares | Mutual Funds | — | — | $800K | 5.7% | |
| JP Morgan Equity Income R6 Mutual Fund - 30,099 shares | Other securities | — | — | $721K | 5.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund - 2,094 shares | Mutual Funds | — | — | $685K | 4.8% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund - 2 shares ** 31 Nuveen Lifecycle Index 2025 R6 Mutual Fund - 31,444 shares | Mutual Funds | — | — | $671K | 4.7% | |
| Vanguard Small Cap Index Adm Mutual Fund - 5,671 shares | Mutual Funds | — | — | $653K | 4.6% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund - 18,523 shares | Mutual Funds | — | — | $542K | 3.8% | |
| MFS International Intrinsic Value RG Mutual Fund - 10,619 shares | Mutual Funds | — | — | $380K | 2.7% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund - 15,695 shares | Mutual Funds | — | — | $379K | 2.7% | |
| MFS Massachusetts Investors Gr Stk R6 Mutual Fund - 8,528 shares | Mutual Funds | — | — | $377K | 2.7% | |
| DFA US Targeted Value I Mutual Fund - 8,440 shares | Mutual Funds | — | — | $290K | 2.1% | |
| DFA Global Equity I Mutual Fund - 7,056 shares | Mutual Funds | — | — | $240K | 1.7% | |
| Vanguard Dvlp Mrkts Index Admrl Mutual Fund - 15,337 shares | Mutual Funds | — | — | $236K | 1.7% | |
| DFA Emerging Markets Small Call I Mutual Fund - 10,087 shares | Mutual Funds | — | — | $234K | 1.7% | |
| Baird Aggregate Bond R6l Mutual Fund - 24,197 shares | Other securities | — | — | $234K | 1.7% | |
| Janus Henderson Triton N Mutual Fund - 6,842 shares | Mutual Funds | — | — | $188K | 1.3% | |
| Fidelity Mid-Cap Stock Mutual Fund - 3,220 shares | Mutual Funds | — | — | $136K | 1.0% | |
| MassMutual Premier Infl-Prot and Inc I Mutual Fund - 13,130 shares | Common Stocks | — | — | $121K | 0.9% | |
| DFA Global Real Estate Securities I Mutual Fund - 10,776 shares | Mutual Funds | — | — | $109K | 0.8% | |
| Allspring Special Mid Cap Value R6 Mutual Fund - 2,146 shares | Other securities | — | — | $103K | 0.7% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund - 4,791 shares | Mutual Funds | — | — | $81K | 0.6% | |
| Transamerica Financial Life Insurance Company Guaranteed Investment Contract - 0.95% | Stable Value | — | — | $74K | 0.5% | |
| PGIM High Yield R6 Mutual Fund - 14,195 shares | Other securities | — | — | $68K | 0.5% | |
| Templeton Global Bond R6 Mutual Fund - 5,000 shares | Mutual Funds | — | — | $32K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund - 1,822 shares | Mutual Funds | — | — | $26K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund - 1,400 shares | Mutual Funds | — | — | $23K | 0.2% | |
| Transamerica Financial Life Insurance Company Mutual Fund - 3,178 shares | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 16-1316349 |
| — |
| NONE |
| $600 |
| — |
