LANA Carrino signed Pioneer Physicians Network, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pioneer Physicians Network, Inc.'s EIN is 34-1795443.
Download the official 2023 Form 5500 (PDF) for Pioneer Physicians Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pioneer Physicians Network, 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 |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | TRUSTEE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Retirement Fund American Funds American Funds 2025 Target Date | Mutual Funds | — | — | $5.9M | 12.5% | |
| Retirement Fund American Funds American Funds 2030 Target Date | Mutual Funds | — | — | $3.8M | 7.9% | |
| Retirement Fund American Funds American Funds 2035 Target Date | Mutual Funds | — | — | $3.1M | 6.5% | |
| Retirement Fund American Funds American Funds Growth Fund of America | Mutual Funds | — | — | $2.8M | 5.9% | |
| American Funds American Funds 2015 Target Date ** 468 Retirement Fund American Funds American Funds 2020 Target Date | Mutual Funds | — | — | $2.8M | 5.8% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 5.6% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $2.5M | 5.2% | |
| T Rowe Price T Rowe Price New America Growth Fund | Mutual Funds | — | — | $2.1M | 4.3% | |
| BlackRock Health Sciences Opportunities | Other securities | — | — | $1.9M | 4.1% | |
| MFS International Equity Fund | Mutual Funds | — | — | $1.9M | 4.0% | |
| Retirement Fund American Funds American Funds 2050 Target Date | Mutual Funds | — | — | $1.9M | 4.0% | |
| s (Continued) JPMorgan Equity Income Fund | Mutual Funds | — | — | $1.8M | 3.9% | |
| Retirement Fund American Funds American Funds 2040 Target Date | Mutual Funds | — | — | $1.7M | 3.5% | |
| MFS Value Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| Money Market Fund * Charles Schwab Trust Federated US Treasury Cash Reserves Fund | U.S. Treasuries | — | — | $1.2M | 2.5% | |
| T Rowe Price T Rowe Price Balanced Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| American Funds American Funds SMALLCAP World Funs | Mutual Funds | — | — | $1.2M | 2.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $748K | 1.6% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $690K | 1.4% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $677K | 1.4% | |
| Vanguard Small Cap Fund | Mutual Funds | — | — | $642K | 1.3% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $577K | 1.2% | |
| Retirement Fund American Funds American Funds 2045 Target Date | Mutual Funds | — | — | $566K | 1.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $555K | 1.2% | |
| Retirement Fund American Funds American Funds 2055 Target Date | Mutual Funds | — | — | $483K | 1.0% | |
| Bank * Notes Receivable from Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $254K | 0.5% | |
| Retirement Fund American Funds American Funds 2060 Target Date | Mutual Funds | — | — | $218K | 0.5% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $202K | 0.4% | |
| AB Global AB Global Bond Fund | Other securities | — | — | $190K | 0.4% | |
| Fund Cohen & Steers Cohen & Steers Global Realty Shares Fund | Other securities | — | — | $180K | 0.4% | |
| Fund American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $127K | 0.3% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $115K | 0.2% | |
| Retirement Fund American Funds American Funds 2065 Target Date | Mutual Funds | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
