Pediatric Affiliates, P.A.'s EIN is 22-1930628.
Download the official 2023 Form 5500 (PDF) for Pediatric Affiliates, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pediatric Affiliates, P.A.'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 |
|---|---|---|---|---|---|
| NEWPORT RETIREMENT SERVICES, INC. | 62-1868111 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RTD FINANCIAL ADVISORS | 22-2446145 | — | INVESTMENT ADVISORY | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $6.2M | 27.2% | |
| Metropolitan West Metropolitan West Total Return Bond | Other securities | — | — | $3.0M | 13.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.5M | 6.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.4M | 5.9% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $993K | 4.3% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $979K | 4.3% | |
| MFS Massachusetts Investors Growth - R6 | Mutual Funds | — | — | $961K | 4.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $919K | 4.0% | |
| DFA US Large Cap Value | Mutual Funds | — | — | $783K | 3.4% | |
| Vanguard Inflation Protected Secs | Mutual Funds | — | — | $750K | 3.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $693K | 3.0% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $662K | 2.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $620K | 2.7% | |
| T Rowe Price T Rowe Price QM US Small Cap | Mutual Funds | — | — | $594K | 2.6% | |
| Vanguard REIT Index Admiral | Mutual Funds | — | — | $575K | 2.5% | |
| DFA International Small Company | Mutual Funds | — | — | $469K | 2.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $305K | 1.3% | |
| DFA Emerging Markets Institutional Portfolio | Mutual Funds | — | — | $265K | 1.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $220K | 1.0% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $132K | 0.6% | |
| REL TR STABLE VAL FD-METLIFE 25157 RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $119K | 0.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $97K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $77K | 0.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $72K | 0.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $61K | 0.3% | |
| T Rowe Price T Rowe Price High Yield | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $31K | 0.1% | |
| Invesco International Bond | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | TPA | $9K | — |
