Percy Naranjo signed United Anesthesia Services, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Anesthesia Services, P.C.'s EIN is 23-2856393.
Download the official 2024 Form 5500 (PDF) for United Anesthesia Services, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Anesthesia Services, P.C.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS | 13-4071393 | — | NONE | $149K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ZACKS INVESTMENT MANAGEMENT IN | 36-3792197 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MB LEVIS & ASSOCIATES LLC | 45-5079551 | — | NONE | $18K | — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $66.9M | 33.4% | |
| Schwab S&P 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $20.0M | 10.0% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | Common Collective Trusts | — | — | $15.4M | 7.7% | |
| Nuveen Large Cap Grth Index R6 Registered Investment Company | Mutual Funds | — | — | $10.9M | 5.4% | |
| Schwab Total Stock Market Index Registered Investment Company | Common Collective Trusts | — | — | $8.5M | 4.3% | |
| Vanguard Value Index Instl Registered Investment Company | Mutual Funds | — | — | $7.2M | 3.6% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | Common Collective Trusts | — | — | $6.3M | 3.2% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | Mutual Funds | — | — | $6.2M | 3.1% | |
| DFA Intl Core Equity Registered Investment Company | Mutual Funds | — | — | $4.8M | 2.4% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | Mutual Funds | — | — | $4.4M | 2.2% | |
| DFA U.S. Core Equity I Registered Investment Company | Mutual Funds | — | — | $4.4M | 2.2% | |
| Vanguard Small-Cap Value Index Registered Investment Company | Mutual Funds | — | — | $4.2M | 2.1% | |
| Schwab International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3.2M | 1.6% | |
| Vanguard Real Estate Index Adm Registered Investment Company | Mutual Funds | — | — | $3.1M | 1.6% | |
| Vanguard Emerging Markets Index Adm Registered Investment Company | Mutual Funds | — | — | $2.7M | 1.4% | |
| Vanuguard Total Intl Bond Index Adm Registered Investment Company | Common Stocks | — | — | $2.6M | 1.3% | |
| Vanguard Small-Cap Growth Index Registered Investment Company | Mutual Funds | — | — | $2.6M | 1.3% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.4M | 1.2% | |
| Metlife GAC 25554 CL J Common Collective Trust Fund | Common Collective Trusts | — | — | $2.3M | 1.2% | |
| WT CIT III ML GRP ATY CONT NO 25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.3M | 1.2% | |
| Scwab Target 2050 Index Registered Investment Company | Common Stocks | — | — | $2.3M | 1.1% | |
| Scwab Target 2035 Index Registered Investment Company | Common Stocks | — | — | $2.1M | 1.0% | |
| DFA U.S. Large Cap Value Registered Investment Company | Mutual Funds | — | — | $1.9M | 0.9% | |
| Schwab Small-Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| Scwab Target 2030 Index Registered Investment Company | Common Stocks | — | — | $1.5M | 0.7% | |
| Scwab Target 2045 Index Registered Investment Company | Common Stocks | — | — | $1.4M | 0.7% | |
| DFA Emerging Markets Core Eq Registered Investment Company | Mutual Funds | — | — | $1.4M | 0.7% | |
| Scwab Target 2055 Index Registered Investment Company | Common Stocks | — | — | $1.4M | 0.7% | |
| Vanguard Mid Cap Growth Index Adm Registered Investment Company | Mutual Funds | — | — | $1.1M | 0.6% | |
| Scwab Target 2040 Index Registered Investment Company | Common Stocks | — | — | $1.1M | 0.5% | |
| DFA U.S. Targeted Value CL I Registered Investment Company | Mutual Funds | — | — | $971K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $713K | 0.4% | |
| Notes receivable from participants Interest rates vary from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $713K | 0.4% | |
| Schwab Bank Savings Money Market/Cash Equivalent | Mutual Funds | — | — | $570K | 0.3% | |
| Scwab Target 2025 Index Registered Investment Company | Common Stocks | — | — | $280K | 0.1% | |
| Scwab Target 2060 Index Registered Investment Company | Common Stocks | — | — | $279K | 0.1% | |
| Scwab Target 2020 Index Registered Investment Company | Common Stocks | — | — | $44K | <0.1% | |
| Limited Partnerships Publicly Traded Partnership | Other securities | — | — | $17K | <0.1% | |
| Scwab Target 2015 Index Registered Investment Company | Common Stocks | — | — | $10K | <0.1% |
