Jessica Boston signed Central Ohio Primary Care Physicians, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Ohio Primary Care Physicians, Inc.'s EIN is 31-1398575.
Download the official 2024 Form 5500 (PDF) for Central Ohio Primary Care Physicians, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Ohio Primary Care Physicians, Inc.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $45.6M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $43.2M | 9.2% | |
| Various Charles Schwab Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $40.8M | 8.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $38.3M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $32.6M | 6.9% | |
| HARBOR CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $32.3M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $29.4M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $28.8M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $22.4M | 4.7% | |
| Dodge and Cox Funds Dodge & Cox Stock X, shares of mutual fund | Mutual Funds | — | — | $20.7M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.5M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.8M | 2.7% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $11.6M | 2.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $11.4M | 2.4% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $8.6M | 1.8% | |
| Northern Trust Northern Trust All Country World ex-US Investable Market Index Fund DC NL Tier 4, units of collective fund | Common Collective Trusts | — | — | $8.0M | 1.7% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $8.0M | 1.7% | |
| Principal SmallCap Value Fund II Class R-6, shares of mutual fund | Other securities | — | — | $7.5M | 1.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund, shares of mutual fund | Other securities | — | — | $7.2M | 1.5% | |
| NT R2000 INDEX FUND - DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $6.4M | 1.4% | |
| Principal SmallCap Growth Fund I Class R-6, shares of mutual fund | Other securities | — | — | $5.4M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.1% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| Northern Trust Northern Trust Collective S&P 400 Index Fund DC N, units of collective fund | Common Collective Trusts | — | — | $4.3M | 0.9% | |
| NT COL S&P 400 IDX FD - DC - N NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $4.3M | 0.9% | |
| T. Rowe Price T. Rowe Price Government Money Fund, shares of mutual fund | Other securities | — | — | $3.7M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.7% | |
| through 2039 | Other securities | — | — | $2.4M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $793K | 0.2% | |
| Victory Trivalent International Small-Cap Fund Class R6, shares of mutual fund | Other securities | — | — | $489K | 0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $249K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $226K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
