Peggy Rubillo signed Family Practice Center, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Family Practice Center, PC's EIN is 23-1919008.
Download the official 2024 Form 5500 (PDF) for Family Practice Center, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Practice Center, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATWATER MALICK LLC | — | LANCASTER, PA | INVESTMENT ADVISOR | $128K | — |
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 | |||||
|---|---|---|---|---|---|---|
| IndexSelect Moderate 2035 Fund Collective Investment Trust | Common Collective Trusts | — | — | $23.1M | 21.5% | |
| INDEX SELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $23.1M | 21.5% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADV COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $16.7M | 15.5% | |
| IndexSelect Moderate Retirement Fund Collective Investment Trust | Common Collective Trusts | — | — | $14.7M | 13.6% | |
| INDEX SELECT MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $14.7M | 13.6% | |
| IndexSelect Moderate 2045 Fund Collective Investment Trust | Common Collective Trusts | — | — | $13.7M | 12.7% | |
| INDEX SELECT MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $13.7M | 12.7% | |
| IndexSelect Moderate 2055 Fund Collective Investment Trust | Common Collective Trusts | — | — | $10.2M | 9.5% | |
| INDEX SELECT MOD 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $10.2M | 9.5% | |
| State Street S&P Mid Cap Index Fund Collective Investment Trust | Common Collective Trusts | — | — | $6.0M | 5.5% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADV COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $6.0M | 5.5% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $3.7M | 3.5% | |
| Ishares MSCI EAFE International Index Mutual Funds | Other securities | — | — | $3.6M | 3.3% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $3.5M | 3.2% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $2.7M | 2.5% | |
| IndexSelect Aggressive 2035 Fund Collective Investment Trust | Common Collective Trusts | — | — | $2.1M | 2.0% | |
| INDEX SELECT AGG 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.1M | 2.0% | |
| Fidelity Emerging Markets Index Mutual Funds | Mutual Funds | — | — | $1.8M | 1.7% | |
| Vanguard Balanced Index Adm Mutual Funds | Mutual Funds | — | — | $1.4M | 1.3% | |
| IndexSelect Moderate 2065 Fund Collective Investment Trust | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| INDEX SELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| Fidelity U.S. Sustainability Index Mutual Funds | Mutual Funds | — | — | $1.1M | 1.0% | |
| Fidelity International Bond Index Mutual Funds | Mutual Funds | — | — | $851K | 0.8% | |
| Vanguard High-Yield Corporate Adm Mutual Funds | Mutual Funds | — | — | $537K | 0.5% | |
| Notes receivable from participants Bearing interest at 4.75%-8.50% - | Bonds / Notes | — | — | $489K | 0.5% | |
| IndexSelect Aggressive 2045 Fund Collective Investment Trust ** 797 IndexSelect Aggressive 2055 Fund Collective Investment Trust | Common Collective Trusts | — | — | $123K | 0.1% | |
| INDEX SELECT AGG 2055 FUND CLASS R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $123K | 0.1% | |
| IndexSelect Aggressive 2065 Fund Collective Investment Trust | Common Collective Trusts | — | — | $104K | <0.1% | |
| INDEX SELECT AGG 2065 FUND CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $104K | <0.1% | |
| IndexSelect Aggressive Retire Fund Cl R6 Collective Investment Trust | Common Collective Trusts | — | — | $78K | <0.1% | |
| INDEX SELECT AGG RETIRE FUND CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $78K | <0.1% | |
| IndexSelect Conservative Retirement Fund Collective Investment Trust | Common Collective Trusts | — | — | $70K | <0.1% | |
| INDEX SELECT CONS RET FUND CL R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $70K | <0.1% | |
| IndexSelect Conservative 2035 Fund Collective Investment Trust | Common Collective Trusts | — | — | $29K | <0.1% | |
| INDEX SELECT CONS 2035 FUND CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $29K | <0.1% | |
| IndexSelect Conservative 2065 Fund Collective Investment Trust | Common Collective Trusts | — | — | $7K | <0.1% | |
| INDEX SELECT CONS 2065 FUND CLASS R GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEX SELECT AGG 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $797 | <0.1% | |
| INDEX SELECT AGG 2025 FUND CL R6 GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT CONS 2025 FUND CL R6 GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEX SELECT MOD 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | TPA | $21K | — |
