Cassandra Lopez signed Aesthetic Physicians P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aesthetic Physicians P.C.'s EIN is 27-0333884.
Download the official 2023 Form 5500 (PDF) for Aesthetic Physicians P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Aesthetic Physicians P.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 11 TIAA TIAA-CREF LFCY IDX 2030 INST | Common Collective Trusts | — | — | $2.8M | 30.2% | |
| 12 TIAA TIAA-CREF LFCY IDX 2040 INST | Common Collective Trusts | — | — | $1.8M | 19.7% | |
| 10 TIAA TIAA-CREF LFCY IDX 2020 INST | Common Collective Trusts | — | — | $1.5M | 16.4% | |
| 13 TIAA TIAA-CREF LFCY IDX 2050 INST | Common Collective Trusts | — | — | $761K | 8.3% | |
| 17 VANGUARD US GROWTH ADM IRAL FD | Mutual Funds | — | — | $522K | 5.7% | |
| 9 TIAA TIAA-CREF LFCY IDX 2010 INST | Common Collective Trusts | — | — | $474K | 5.2% | |
| 5 FIDELITY INVESTM ENTS FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $410K | 4.5% | |
| 2 DIM ENSIONAL FUND ADVISORS DFA US TARGETED VALUE I FUND | Mutual Funds | — | — | $189K | 2.1% | |
| 16 VANGUARD EXPLORER ADM IRAL FUND | Mutual Funds | — | — | $106K | 1.1% | |
| 15 TIAA TIAA-CREF LFCY INX RETIREM ENT INCOM E FUND | Mutual Funds | — | — | $90K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $80K | 0.9% | |
| Participant Loans INTEREST RATES RANGING FROM 4.25% TO 9.50% | Bonds / Notes | — | — | $79K | 0.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $60K | 0.7% | |
| 6 FIDELITY INVESTM ENTS INTERNATIONAL INDEX FUND | Common Collective Trusts | — | — | $56K | 0.6% | |
| 4 DIM ENSIONAL FUND ADVISORS REAL ESTATE SECS I FD | Other securities | — | — | $55K | 0.6% | |
| POOLED S EPARATE ACCOUNTS 18 *PRINCIPAL M IDCAP S&P 400 INDEX SEP ACCT | Pooled Separate Accounts | — | — | $49K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $49K | 0.5% | |
| 14 TIAA TIAA-CREF LFCY IDX 2060 INST | Common Collective Trusts | — | — | $48K | 0.5% | |
| 7 PRUDENTIAL INVESTM ENTS PGIM HIGH YIELD R6 FUND | Other securities | — | — | $19K | 0.2% | |
| S 1 AM ERICAN FUNDS AM ERICAN FUNDS AM ERM UT R6 FD | Mutual Funds | — | — | $19K | 0.2% | |
| 8 ROBERT W. BAIRD & CO. BAIRD CORE PLUS BOND I FUND | Common Stocks | — | — | $18K | 0.2% | |
| 3 DIM ENSIONAL FUND ADVISORS INFL PROTECTED SEC I FUND | Other securities | — | — | $3K | <0.1% |
