DOUG Griffin signed Examworks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Examworks, LLC's EIN is 26-1114252.
Download the official 2024 Form 5500 (PDF) for Examworks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Examworks, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
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 2030 Fund | Mutual Funds | — | — | $13.9M | 15.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $11.7M | 13.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $10.3M | 11.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $9.7M | 10.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.4M | 8.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.7M | 7.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.7M | 6.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | Other securities | — | — | $4.5M | 5.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.7M | 3.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.3M | 2.5% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $1.7M | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.6M | 1.7% | |
| Funds Invesco Stable Value B1 | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Notes receivable from participants Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $1.2M | 1.4% | |
| Fidelity International Index | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| Hartford International Opportunities R6 | Other securities | — | — | $1.1M | 1.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.1M | 1.2% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $848K | 0.9% | |
| Stephens American Beacon Stephens Small Cap Growth Fund | Other securities | — | — | $677K | 0.8% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $673K | 0.7% | |
| Dimensional Fund Advisors DFA US Small Cap Value | Mutual Funds | — | — | $536K | 0.6% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $393K | 0.4% | |
| Vanguard Inflational Protected Admiral | Mutual Funds | — | — | $294K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $264K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $166K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $21K | <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 |
|---|---|---|---|---|---|
| WINDHAM BRANNON, LLC | 58-1763439 | — | ACCOUNTANT/AUDITOR | $7K | — |
