Barbara McCullough signed Washington Physician Service Organization's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington Physician Service Organization's EIN is 25-1780139.
Download the official 2024 Form 5500 (PDF) for Washington Physician Service Organization from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington Physician Service Organization'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 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $3.5M | 9.7% | |
| Alger Capital Appreciation Z | Mutual Funds | — | — | $3.3M | 9.2% | |
| Personal Choice Retirement Account Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $2.3M | 6.4% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $2.2M | 6.3% | |
| Dodge & Cox Dodge & Cox Inc I | Mutual Funds | — | — | $2.0M | 5.7% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $1.9M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I | Other securities | — | — | $1.9M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I | Other securities | — | — | $1.8M | 5.0% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $1.6M | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I | Other securities | — | — | $1.5M | 4.2% | |
| Transamerica Life Ins. Co. TA Guaranteed Investment Option | Common Stocks | — | — | $1.5M | 4.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I | Other securities | — | — | $1.3M | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I | Other securities | — | — | $1.2M | 3.4% | |
| Invesco Small Cap Val Y | Mutual Funds | — | — | $1.2M | 3.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I | Other securities | — | — | $1.1M | 3.0% | |
| Baron Small Cap Instl | Other securities | — | — | $1.1M | 3.0% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $972K | 2.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I | Other securities | — | — | $941K | 2.6% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $738K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 I | Other securities | — | — | $694K | 1.9% | |
| Dimensional DFA Emerging Mkts I | Mutual Funds | — | — | $669K | 1.9% | |
| Vanguard FTSE All Wld ex-US Idx Adm | Common Collective Trusts | — | — | $593K | 1.7% | |
| Vanguard Intl Gr Adm | Mutual Funds | — | — | $585K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I | Other securities | — | — | $317K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $240K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I | Other securities | — | — | $98K | 0.3% | |
| Fixed Accounts * Transamerica Financial Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $42K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced I ** - T. Rowe Price T. Rowe Price Retirement 2015 I | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
