Chanda Beckner signed Indiana Internal Medicine Consultants, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Internal Medicine Consultants, PC's EIN is 35-1346266.
Download the official 2024 Form 5500 (PDF) for Indiana Internal Medicine Consultants, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indiana Internal Medicine Consultants, PC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CA | INVESTMENT FEES/SERVICES | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant-directed brokerage N/A | Other securities | — | — | $38.2M | 40.8% | |
| Ishares S&P 500 INDEX K N/A | Common Collective Trusts | — | — | $6.0M | 6.4% | |
| JPMorgan SMARTRETIREMENT 2030 R6 N/A | Other securities | — | — | $5.7M | 6.1% | |
| JPMorgan SMARTRETIREMENT 2050 R6 N/A | Other securities | — | — | $5.0M | 5.3% | |
| JPMorgan SMARTRETIREMENT 2045 R6 N/A | Other securities | — | — | $5.0M | 5.3% | |
| JPMorgan SMARTRETIREMENT 2035 R6 N/A | Other securities | — | — | $4.7M | 5.0% | |
| JPMorgan SMARTRETIREMENT 2055 R6 N/A | Other securities | — | — | $3.3M | 3.6% | |
| JPMorgan SMARTRETIREMENT 2040 R6 N/A | Other securities | — | — | $3.0M | 3.2% | |
| JPMorgan SMARTRETIREMENT 2025 R6 N/A | Other securities | — | — | $2.9M | 3.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 2.0% | |
| Western ASSET CORE BOND IS N/A | Other securities | — | — | $1.9M | 2.0% | |
| Clearbridge LARGE CAP GROWTH IS N/A | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard DEVELOPED MARKETS INDEX ADMIRAL N/A | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard MID CAP INDEX FUND - ADMIRAL N/A | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 N/A | Mutual Funds | — | — | $863K | 0.9% | |
| Ishares RUSSELL 2000 SMALL-CAP INDEX K N/A | Common Collective Trusts | — | — | $828K | 0.9% | |
| JPMorgan SMARTRETIREMENT 2060 R6 N/A | Other securities | — | — | $813K | 0.9% | |
| Carillon Eagle CARILLON EAGLE MID CAP GROWTH R6 N/A | Other securities | — | — | $787K | 0.8% | |
| Amana GROWTH INNSTITUTIONAL N/A | Other securities | — | — | $774K | 0.8% | |
| MFS VALUE R6 N/A | Mutual Funds | — | — | $691K | 0.7% | |
| JPMorgan SMALL CAP GROWTH R6 N/A | Other securities | — | — | $626K | 0.7% | |
| JPMorgan SMARTRETIREMENT 2020 R6 N/A | Other securities | — | — | $444K | 0.5% | |
| Baron Capital BARON INTERNATIONAL GROWTH N/A | Other securities | — | — | $429K | 0.5% | |
| John Hancock JHANCOCK MULTIMNGR LIFESTYLE AGGR R6 N/A | Other securities | — | — | $401K | 0.4% | |
| Janus Henderson JANUS HENDERSON SMALL CAP VALUE N N/A | Mutual Funds | — | — | $399K | 0.4% | |
| T. Rowe Price T. ROWE PRICE GLOBAL MULTI-SECTOR BD I N/A | Other securities | — | — | $313K | 0.3% | |
| Goldman Sachs GOLDMAN SACHS INTL EQ INSGHTS R6 N/A | Other securities | — | — | $258K | 0.3% | |
| American Century AMERICAN CENTURY MID CAP VALUE R6 N/A | Other securities | — | — | $249K | 0.3% | |
| DWS HIGH INCOME R6 N/A | Other securities | — | — | $205K | 0.2% | |
| Columbia OVERSEAS VALUE INSTL 3 N/A | Other securities | — | — | $140K | 0.1% | |
| Parnassus MID CAP INSTITUTIONAL N/A | Other securities | — | — | $133K | 0.1% | |
| Manning & Napier MANNING & NAPIER RAINIER INTL DISCV Z N/A | Other securities | — | — | $62K | <0.1% | |
| Macquarie Group MACQUARIE SMALL CAP CORE R6 N/A | Common Stocks | — | — | $57K | <0.1% | |
| Pioneer R N/A | Other securities | — | — | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST. LOUIS, MO | THIRD PARTY ADMIN | $6K | — |