Dr. David Taylor signed Garden State Urology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Garden State Urology, LLC's EIN is 26-2127659.
Download the official 2024 Form 5500 (PDF) for Garden State Urology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Garden State Urology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | NONE | $208K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $22.4M | 51.7% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $4.9M | 11.3% | |
| GM PIMCO Income Instl | Mutual Funds | — | — | $1.6M | 3.7% | |
| PIMCO Income Instl | Mutual Funds | — | — | $1.5M | 3.6% | |
| GM Western Asset Core Plus Bond I | Other securities | — | — | $1.5M | 3.4% | |
| GM JP Morgan Equity Income R6 | Other securities | — | — | $1.1M | 2.5% | |
| PUTNAM STABLE VALUE 20 PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 002 | Common Collective Trust | — | — | $1.0M | 2.4% | |
| GM iShares S&P 500 Index K | Common Collective Trusts | — | — | $1.0M | 2.4% | |
| GM MFS International Diversification R6 | Mutual Funds | — | — | $846K | 2.0% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $778K | 1.8% | |
| GM MFS Massachusetts Investors Gr Stk R6 | Mutual Funds | — | — | $610K | 1.4% | |
| GM Putnam Stable Value 20 | Stable Value | — | — | $601K | 1.4% | |
| MACQUARIE SMALL CAP CORE FD R6 | Other securities | — | — | $594K | 1.4% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $512K | 1.2% | |
| iShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $468K | 1.1% | |
| GM JPMorgan U.S Equity R6 | Other securities | — | — | $460K | 1.1% | |
| Putnam Stable Value 20 | Stable Value | — | — | $441K | 1.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $350K | 0.8% | |
| Western Asset Core Plus Bond I | Other securities | — | — | $341K | 0.8% | |
| MFS Massachusetts Investors Gr STK R6 | Mutual Funds | — | — | $287K | 0.7% | |
| MACQUARIE SMALL CAP CORE FD R6 | Other securities | — | — | $277K | 0.6% | |
| Invesco Oppy Dev Markets R6 | Mutual Funds | — | — | $200K | 0.5% | |
| GM Invesco Developing Markets R6 | Mutual Funds | — | — | $188K | 0.4% | |
| iShares MSCI EAFE Intl Index K | Other securities | — | — | $178K | 0.4% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $163K | 0.4% | |
| American Funds America Funds 2060 Target R6 | Mutual Funds | — | — | $121K | 0.3% | |
| Participant loans | Participant loans | — | — | $118K | 0.3% | |
| American Funds America Funds 2055 Target R6 | Mutual Funds | — | — | $106K | 0.2% | |
| GM iShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $82K | 0.2% | |
| American Funds America Funds 2050 Target R6 | Mutual Funds | — | — | $66K | 0.2% | |
| American Funds America Funds 2030 Target R6 | Mutual Funds | — | — | $55K | 0.1% | |
| JPMorgan U.S. Aggregate Bond Index R6 | Other securities | — | — | $55K | 0.1% | |
| American Funds America Funds 2045 Target R6 | Mutual Funds | — | — | $36K | <0.1% | |
| iShares U.S. Aggregate Bond Index K | Other securities | — | — | $34K | <0.1% | |
| American Funds America Funds 2035 Target R6 | Mutual Funds | — | — | $27K | <0.1% | |
| American Funds America Funds 2065 Target R6 | Mutual Funds | — | — | $23K | <0.1% | |
| American Funds America Funds 2025 Target R6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds America Funds 2040 Target R6 | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock Lifepath Index Retire K | Other securities | — | — | $1K | <0.1% |
