Linda Wilgus signed Northwest Radiology Network, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest Radiology Network, P.C.'s EIN is 35-1158723.
Download the official 2023 Form 5500 (PDF) for Northwest Radiology Network, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northwest Radiology Network, P.C.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDSOR WEALTH MANAGEMENT | — | INDIANAPOLIS, IN | INVESTMENT ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed Participant Accounts | Self-Directed Brokerage | — | — | $42.3M | 62.8% | |
| Vanguard Windsor Fund Admiral 46,961.09 Units | Mutual Funds | — | — | $3.4M | 5.0% | |
| Fidelity 500 Index Fund 17,323.91 Units | Common Collective Trusts | — | — | $2.9M | 4.3% | |
| Harbor Capital Appreciation Fund 26,055.10 Units | Other securities | — | — | $2.5M | 3.7% | |
| Metropolitan West Total Return Bond Fund 272,463.22 Units | Other securities | — | — | $2.3M | 3.5% | |
| Loomis Sayles Core Plus Bond Fund 174,438.38 Units | Other securities | — | — | $2.0M | 3.0% | |
| Fidelity Total International Index 135,984.87 Units | Mutual Funds | — | — | $1.8M | 2.7% | |
| Registered Investment Companies BlackRock Low Duration Bond Port CL K 157,637.30 Units | Other securities | — | — | $1.4M | 2.1% | |
| Goldman Sachs GQG Partners International 65,679.97 Units | Other securities | — | — | $1.3M | 1.9% | |
| PIMPCO Short-Term Fund Institutional Class 127,628.64 Units | Other securities | — | — | $1.2M | 1.8% | |
| BlackRock Equity Dividend Fund K Shares 51,600.63 Units | Other securities | — | — | $989K | 1.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral 12,084.93 Units | Common Collective Trusts | — | — | $907K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral 8,035.19 Units | Common Collective Trusts | — | — | $760K | 1.1% | |
| Principal Small Cap S&P 600 Index 26,549.48 Units | Other securities | — | — | $687K | 1.0% | |
| Vanguard Explorer Fund Admiral 4,276.95 Units | Mutual Funds | — | — | $442K | 0.7% | |
| Fidelity Advisor Small Cap Value Fund 22,173.98 Units | Mutual Funds | — | — | $439K | 0.7% | |
| Western Asset Core Bond Fund 28,802.98 Units | Other securities | — | — | $311K | 0.5% | |
| American Funds New World Fund Class R-6 2,676.99 Units | Mutual Funds | — | — | $201K | 0.3% | |
| Participant Loans 4.25% - 9.50% Interest | Bonds / Notes | — | — | $192K | 0.3% | |
| Brown Advisory Small-Cap Fundamental Value 3,723.48 Units | Other securities | — | — | $109K | 0.2% | |
| Champlain Small Company Fund Class Adv 4,342.33 Units | Common Stocks | — | — | $90K | 0.1% | |
| Vanguard LifeStrategy Conservative Growth 2,180.69 Units | Mutual Funds | — | — | $44K | <0.1% | |
| Cash and cash equivalents Federated Hermes Government Obligations 30,758.83 Units | Cash / Money Market | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
