Eric Yorke signed Somerset Pediatric Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Somerset Pediatric Group, LLC's EIN is 22-1908643.
Download the official 2024 Form 5500 (PDF) for Somerset Pediatric Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Somerset Pediatric Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECT ACCT | Other securities | — | $11.2M | $11.2M | 53.6% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.8% | |
| INVESCO STABLE VALUE RET CL 5 | Stable Value | — | $1.8M | $1.8M | 8.6% | |
| ISHARES S&P 500 INDEX FD INSTL | Common Collective Trusts | — | $490K | $1.1M | 5.1% | |
| INVESCO MAIN STR MID CAP A | Mutual Funds | — | $900K | $997K | 4.8% | |
| AMERICAN GROWTH FD AMER R4 | Other securities | — | $421K | $549K | 2.6% | |
| INVESCO STABLE VAL RET CL 5 GM | Mutual Funds | — | $463K | $463K | 2.2% | |
| AMERICAN EUROPACIFIC R4-GM | Other securities | — | $429K | $436K | 2.1% | |
| LOOMIS SAYLES CORE PLUS BOND A | Other securities | — | $480K | $423K | 2.0% | |
| LOOMIS SAYLES CR PLUS BD A GM | Other securities | — | $466K | $417K | 2.0% | |
| BLACKROCK GLOBAL ALLOC A | Other securities | — | $410K | $406K | 1.9% | |
| BLACKROCK ADVNTG LARGE CAP A | Other securities | — | $317K | $368K | 1.8% | |
| JP MORGAN EQUITY INCM FD CL R3 | Other securities | — | $227K | $289K | 1.4% | |
| CAUSEWAY INTRNL VAL FD CL INV | Other securities | — | $207K | $282K | 1.3% | |
| INVESCO MAIN STR MID CAP A GM | Mutual Funds | — | $223K | $261K | 1.2% | |
| JP MORGAN EQT INCM FD CL R3 GM | Other securities | — | $203K | $255K | 1.2% | |
| BLACKROCK ADVNTG LRGE CAP A GM | Other securities | — | $217K | $254K | 1.2% | |
| AMERICAN GROWTH FD AMER R4 GM | Other securities | — | $196K | $252K | 1.2% | |
| T ROWE PRICE BLUE CHIP GM | Mutual Funds | — | $192K | $251K | 1.2% | |
| ISHARES S&P 500 INDEX INSTL GM | Common Collective Trusts | — | $106K | $243K | 1.2% | |
| CLEARBRIDGE APPREC FD A GM | Other securities | — | $189K | $243K | 1.2% | |
| AMERICAN EUROPACIFIC GR R4 | Other securities | — | $155K | $152K | 0.7% | |
| FULLERTHALER BHVRL SML CAP INV | Other securities | — | $99K | $120K | 0.6% | |
| JP MORGAN SMTRTIRMNT 2060 R3 | Other securities | — | $85K | $93K | 0.4% | |
| CLEARBRIDGE APPRECIATION FD A | Other securities | — | $50K | $62K | 0.3% | |
| T ROWE PRICE BLUE CHIP | Mutual Funds | — | $22K | $26K | 0.1% | |
| JP MORGAN SMTRTIRMNT 2030 | Other securities | — | $16K | $15K | <0.1% | |
| JP MORGAN SMTRTIRMNT 2035 | Other securities | — | $4K | $4K | <0.1% | |
| BLF FEDFUND | Other securities | — | $75 | $75 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
