Laura Starks signed Union Associated Physicians Clinic, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Associated Physicians Clinic, LLC's EIN is 27-0581401.
Download the official 2024 Form 5500 (PDF) for Union Associated Physicians Clinic, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union Associated Physicians Clinic, 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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER/ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXIA ADVISORY CORPORATION | 35-1859469 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guggenheim Total Return Bond Fund Mutual funds | Other securities | — | — | $12.9M | 21.1% | |
| Fidelity Large Cap Growth Index Mutual funds | Mutual Funds | — | — | $7.5M | 12.3% | |
| T. ROWE PRICE STABLE VALUE CTF T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.0M | 11.4% | |
| JHancock Disciplined Value Mid Cap Fund Mutual funds | Other securities | — | — | $5.7M | 9.3% | |
| Fidelity Total Market Index Mutual funds | Common Collective Trusts | — | — | $4.5M | 7.4% | |
| Fidelity International Index Mutual funds | Mutual Funds | — | — | $4.1M | 6.7% | |
| DFA US Targeted Value Fund Mutual funds | Mutual Funds | — | — | $3.7M | 6.1% | |
| Driehaus Small Cap Growth Fund Institutional Mutual funds | Other securities | — | — | $3.3M | 5.5% | |
| Self directed brokerage accounts Common stocks | Common Stocks | — | — | $2.4M | 3.9% | |
| Driehaus International Small Cap Growth Fund Mutual funds | Other securities | — | — | $1.9M | 3.1% | |
| Vanguard Real Estate Index Admiral Fund Mutual funds | Mutual Funds | — | — | $1.8M | 3.0% | |
| TCW Emerging Markets Income Fund I Mutual funds | Other securities | — | — | $1.7M | 2.7% | |
| DFA Emerging Markets Core Equity Mutual funds | Mutual Funds | — | — | $1.4M | 2.2% | |
| Fidelity cash Self directed brokerage accounts Cash | Self-Directed Brokerage | — | — | $1.3M | 2.1% | |
| Self directed brokerage accounts Mutual funds | Mutual Funds | — | — | $713K | 1.2% | |
| Unit Investment Trusts Self directed brokerage accounts Unit investment trusts | Self-Directed Brokerage | — | — | $641K | 1.0% | |
| Self directed brokerage accounts Corporate bonds | Corporate Bonds | — | — | $434K | 0.7% | |
| Government Bonds Self directed brokerage accounts Government bonds | Self-Directed Brokerage | — | — | $227K | 0.4% | |
| Cash equivalents Fidelity Government Cash Reserve Cash | Mutual Funds | — | — | $13K | <0.1% |
