AJAY Gupta signed Allied Physicians Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Physicians Inc.'s EIN is 35-1155438.
Download the official 2024 Form 5500 (PDF) for Allied Physicians Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Physicians Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAINES ISENBARGER & SKIBA LLC | 52-2127371 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $72 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.8M | 25.7% | |
| GROWTH FUND OF AMERICA R4 Registered Investment Company | Common Stocks | — | — | $2.6M | 14.2% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $2.4M | 13.0% | |
| T ROWE PRICE NEW AMERICA GRTH Registered Investment Company | Mutual Funds | — | — | $1.9M | 10.0% | |
| OAKMARK EQTY & INCM INVESTOR Registered Investment Company | Common Stocks | — | — | $1.1M | 6.2% | |
| AMERICAN CENTURY EQ INC INV Registered Investment Company | Common Stocks | — | — | $1.1M | 5.9% | |
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | Mutual Funds | — | — | $1.0M | 5.5% | |
| SCHWAB SMALL-CAP EQUITY FUND Registered Investment Company | Mutual Funds | — | — | $860K | 4.6% | |
| PARNASSUS MID CAP Registered Investment Company | Common Stocks | — | — | $782K | 4.2% | |
| JP MORGAN STRAT INC OPPTY I Registered Investment Company | Common Stocks | — | — | $570K | 3.1% | |
| SCHWAB VALUE ADVANTAGE FUND Money Market / Cash Equivalent | Mutual Funds | — | — | $497K | 2.7% | |
| PRINCIPAL INCOME INSTITUTIONAL Registered Investment Company | Common Stocks | — | — | $194K | 1.0% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $167K | 0.9% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $143K | 0.8% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $118K | 0.6% | |
| DELAWARE VALUE R6 Registered Investment Company | Common Stocks | — | — | $103K | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $47K | 0.3% | |
| SCHWAB 1000 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $44K | 0.2% | |
| IVY MID CAP GROWTH Y Registered Investment Company | Common Stocks | — | — | $32K | 0.2% | |
| METROPOLITAN WEST TOTAL RET BD Registered Investment Company | Common Stocks | — | — | $21K | 0.1% | |
| FEDERATED US GOVT SEC 2-5 YRS Registered Investment Company | Common Stocks | — | — | $18K | <0.1% | |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company | Mutual Funds | — | — | $14K | <0.1% | |
| PRINCIPAL MCAP S&P400 IDX INST Registered Investment Company | Common Collective Trusts | — | — | $13K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $7K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $322 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
