Nick Carter signed Inova Diagnostics, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inova Diagnostics, Inc.'s EIN is 33-0271492.
Download the official 2022 Form 5500 (PDF) for Inova Diagnostics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Inova Diagnostics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM ASSET MANAGEMENT | 20-8306720 | — | NONE | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.8M | 44.6% | |
| Vanguard Intermediate Term Treasury Index | Mutual Funds | — | — | $4.7M | 14.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $2.4M | 7.3% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $1.9M | 5.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.5M | 4.6% | |
| Vanguard Developed Market Index | Mutual Funds | — | — | $1.3M | 4.0% | |
| DFA US Small Cap | Mutual Funds | — | — | $909K | 2.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $625K | 1.9% | |
| DFA Emergy Markets Core Equity | Mutual Funds | — | — | $579K | 1.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $557K | 1.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $457K | 1.4% | |
| DFA US Large Cap Value III | Mutual Funds | — | — | $452K | 1.4% | |
| Charles Schwab Bank Savings | Mutual Funds | — | — | $402K | 1.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $343K | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $289K | 0.9% | |
| DFA Extended Quality Instl | Mutual Funds | — | — | $285K | 0.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $280K | 0.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $259K | 0.8% | |
| Vanguard Short Term Inflation | Mutual Funds | — | — | $245K | 0.7% | |
| DFA US Sustainability Core 1 | Mutual Funds | — | — | $159K | 0.5% | |
| from participants various dates through May 2031. | Other securities | — | — | $155K | 0.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $125K | 0.4% | |
| DFA US Sustainability Targeted Value | Mutual Funds | — | — | $124K | 0.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $57K | 0.2% | |
| DFA International Sustantability Core 1 | Mutual Funds | — | — | $52K | 0.2% | |
| DFA International Real Estate Securities | Mutual Funds | — | — | $46K | 0.1% | |
| DFA Global Sustainability Fixed Income | Mutual Funds | — | — | $29K | <0.1% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard Emerging Markets Index | Mutual Funds | — | — | $13K | <0.1% | |
| DFA Emerging Markets Sustainability Core | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Growth Index | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
