Kathryn Williams signed Siddons Martin Emergency Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Siddons Martin Emergency Group's EIN is 27-4333590.
Download the official 2024 Form 5500 (PDF) for Siddons Martin Emergency Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Siddons Martin Emergency Group'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 | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | 22-1146430 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $38K | $5.2M | 21.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $20K | $3.2M | 12.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $14K | $2.5M | 10.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $17K | $2.4M | 9.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $13K | $2.0M | 8.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $12K | $1.5M | 6.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $7K | $1.4M | 5.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $8K | $1.2M | 4.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $14K | $1.1M | 4.6% | |
| Vanguard Growth Index Adm Fund 1,428 shares | Mutual Funds | — | $1K | $1.0M | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $7K | $884K | 3.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $322K | 1.3% | |
| BlackRock Advisors Mid-Cap Gr Eq K Fund 1,308 shares | Other securities | — | $1K | $189K | 0.8% | |
| Vanguard Gvalue Index Adm Fund 1,126 shares | Mutual Funds | — | $1K | $186K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $162K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $157K | 0.6% | |
| Vanguard Intl Growth Adm Fund 482 shares | Mutual Funds | — | — | $133K | 0.5% | |
| JanusHenderson Triton N Fund 932 shares | Other securities | — | — | $95K | 0.4% | |
| Allianz Global Virtus NFJ MidCal Val R6 Fund 451 shares | Other securities | — | — | $57K | 0.2% | |
| (E) | Other securities | — | — | $57K | 0.2% | |
| Dimensional DFA Inter Gov Fixed Inc I Fund 1,252 shares | Mutual Funds | — | $1K | $48K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $42K | 0.2% | |
| Dimensional DFA Infl Protected Sec I Fund 2,736 shares | Mutual Funds | — | $3K | $39K | 0.2% | |
| Vanguard Intl Value Inv Fund 320 shares | Mutual Funds | — | — | $35K | 0.1% | |
| Fidelity Adv Sm Cap Val Z Fund 576 shares | Mutual Funds | — | — | $32K | 0.1% | |
| Guaranteed interest account * Principal Fixed Income Guaranteed Option 31,002 shares | Other securities | — | $31K | $31K | 0.1% | |
| PGIM High Yield R6 Fund 878 shares | Other securities | — | — | $14K | <0.1% | |
| MP Morgan Intl Equity R6 Fund 268 shares | Other securities | — | — | $11K | <0.1% | |
| BlackRock Advisors iShs US Agg Bond Index K Fund 188 shares | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds NewWorld R6 Fund 22 shares | Mutual Funds | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $568 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EDWARD JONES |
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | 02-2145430 | — | CONTRACT ADMINISTRATOR | $8K | — |
