Gary Greensweig signed Foundation Physicians Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Physicians Medical Group, Inc.'s EIN is 32-0221884.
Download the official 2024 Form 5500 (PDF) for Foundation Physicians Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Physicians Medical Group, Inc.'s plan includes a default investment (QDIA), a self-directed brokerage window, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
| RESOURCES INVESTMENT ADVISORS LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 69,260 shares | Common Collective Trusts | — | — | $14.1M | 12.1% | |
| FID FDM IDX 2040 IPR 484,097 shares | Common Collective Trusts | — | — | $11.9M | 10.2% | |
| FID FDM IDX 2035 IPR 502,909 shares | Common Collective Trusts | — | — | $11.7M | 10.1% | |
| FID CONTRAFUND K 525,496 shares | Mutual Funds | — | — | $11.1M | 9.5% | |
| FID FDM IDX 2045 IPR 324,325 shares | Common Collective Trusts | — | — | $8.4M | 7.2% | |
| FID FDM IDX 2050 IPR 273,189 shares | Common Collective Trusts | — | — | $7.1M | 6.1% | |
| FID FDM IDX 2025 IPR 299,962 shares | Common Collective Trusts | — | — | $5.6M | 4.8% | |
| FID FDM IDX 2030 IPR 272,283 shares | Common Collective Trusts | — | — | $5.5M | 4.7% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $5.1M | 4.4% | |
| FID GLB EX US IDX 346,104 shares | Common Collective Trusts | — | — | $5.0M | 4.3% | |
| FID FDM IDX 2020 IPR 291,755 shares | Common Collective Trusts | — | — | $4.6M | 3.9% | |
| FID TOTAL BOND 355,098 shares | Mutual Funds | — | — | $3.3M | 2.9% | |
| FID FDM IDX 2055 IPR 149,938 shares | Common Collective Trusts | — | — | $3.2M | 2.7% | |
| VAN FTSE SOC IDX ADM 41,893 shares | Common Collective Trusts | — | — | $2.4M | 2.0% | |
| FID EXTD MKT IDX 20,602 shares | Common Collective Trusts | — | — | $1.9M | 1.6% | |
| FID FDM IDX 2015 IPR 115,591 shares | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| VANG VMMR-FED MMKT 1,504,230 shares | Other securities | — | — | $1.5M | 1.3% | |
| AM CENT EQ INC R6 177,655 shares | Common Stocks | — | — | $1.5M | 1.3% | |
| VICTORY S EST VAL R6 30,692 shares | Other securities | — | — | $1.4M | 1.2% | |
| VANG INTL GROWTH ADM 11,501 shares | Other securities | — | — | $1.2M | 1.0% | |
| LINCOLN STABLE VALUE | Stable Value | — | — | $844K | 0.7% | |
| JPM MID CAP GRTH R6 14,134 shares | Other securities | — | — | $731K | 0.6% | |
| FID FDM IDX INC IPR 51,435 shares | Common Collective Trusts | — | — | $602K | 0.5% | |
| VICTORY S SM CO OP I 12,039 shares | Common Stocks | — | — | $568K | 0.5% | |
| Notes receivable from participants 9.50%, maturing through June 2029 - | Bonds / Notes | — | — | $544K | 0.5% | |
| FID FDM IDX 2060 IPR 26,129 shares | Common Collective Trusts | — | — | $473K | 0.4% | |
| FID US BOND IDX 42,834 shares | Common Collective Trusts | — | — | $438K | 0.4% | |
| FID STRAT REAL RET 34,323 shares | Mutual Funds | — | — | $289K | 0.2% | |
| FID FDM IDX 2065 IPR 14,577 shares | Common Collective Trusts | — | — | $214K | 0.2% | |
| FID FDM IDX 2010 IPR 3,876 shares | Common Collective Trusts | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| INVESTMENT ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF, LLP | 81-3391684 | — | PLAN SPONSOR | $20K | — |
