William Bonds signed First Urology P.S.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Urology P.S.C.'s EIN is 35-1488175.
Download the official 2024 Form 5500 (PDF) for First Urology P.S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Urology P.S.C.'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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LOUISVILLE, KY |
| NONE |
| $76K |
| — |
| ROBERT W. BAIRD & CO. | — | BLOOMINGTON, IN | NONE | $31K | — |
| SECURITIES AMERICA INC. | — | LOUISVILLE, KY | NONE | $27K | — |
| CUNNINGHAM FINANCIAL GROUP | — | LOUISVILLE, KY | NONE | $22K | — |
| MORGAN STANLEY | — | LOUISVILLE, KY | NONE | $18K | — |
| THE GLENVIEW TRUST COMPANY | — | LOUISVILLE, KY | NONE | $18K | — |
| CHARLES SCHWAB | — | PHOENIX, AZ | NONE | $14K | — |
| MERITRUST WEALTH MANAGEMENT | — | JEFFERSONVILLE, IN | NONE | $9K | — |
| MG TRUST CO. DBA MATRIX TRUST CO. | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $9K | $4.9M | 7.7% | |
| American Century One Chc Blnd+ 2035 R6 | Other securities | — | $291K | $3.0M | 4.7% | |
| American Century One Chc Blnd+ 2045 R6 | Other securities | — | $190K | $2.0M | 3.1% | |
| American Century One Chc Blnd+ 2050 R6 | Other securities | — | $169K | $1.8M | 2.9% | |
| American Century One Chc Blnd+ 2055 R6 | Other securities | — | $141K | $1.5M | 2.4% | |
| American Century One Chc Blnd+ 2030 R6 | Other securities | — | $136K | $1.4M | 2.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $16K | $1.3M | 2.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | $25K | $1.2M | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $3K | $1.1M | 1.8% | |
| Dodge & Cox Income Cl I | Mutual Funds | — | $76K | $943K | 1.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $8K | $884K | 1.4% | |
| American Century One Chc Blnd+ 2040 R6 | Other securities | — | $86K | $883K | 1.4% | |
| MFS® Value Fund R6 | Mutual Funds | — | $17K | $836K | 1.3% | |
| Northern Stock Index Fund | Common Collective Trusts | — | $12K | $689K | 1.1% | |
| American Century One Chc Blnd+ 2025 R6 | Other securities | — | $68K | $670K | 1.1% | |
| Apple Inc | Common Stocks | — | $2K | $625K | 1.0% | |
| Alphabet Inc CL C | Common Stocks | — | $3K | $592K | 0.9% | |
| Microsoft Corporation | Common Stocks | — | $1K | $572K | 0.9% | |
| Formidable Fortress ETF | Other securities | — | $20K | $570K | 0.9% | |
| AUL Stable Value Account Series A | Stable Value | — | $425K | $529K | 0.8% | |
| Integrity Life Insurance Company Annuity Contract 2100676804 1 | Common Stocks | — | — | $470K | 0.7% | |
| American Century One Chc Blnd+ 2060 R6 | Other securities | — | $40K | $445K | 0.7% | |
| PIMCO Total Return Instl | Mutual Funds | — | $52K | $443K | 0.7% | |
| Formidable ETF | Other securities | — | $21K | $443K | 0.7% | |
| American Funds American Balanced A | Mutual Funds | — | $12K | $413K | 0.7% | |
| American Century One Chc Blnd+ 2020 R6 | Other securities | — | $42K | $412K | 0.6% | |
| iShares S&P 500 Growth ETF | Common Collective Trusts | — | $4K | $396K | 0.6% | |
| Lord Abbett Shrt Dur Inc-R6 | Mutual Funds | — | $101K | $390K | 0.6% | |
| US Treasury STRIPS 0.000% Due 02-15-44 | U.S. Treasuries | — | $1.0M | $390K | 0.6% | |
| Amazon Com Inc | Common Stocks | — | $2K | $384K | 0.6% | |
| Nvidia Corp | Common Stocks | — | $3K | $379K | 0.6% | |
| Vanguard International Value Inv | Mutual Funds | — | $10K | $372K | 0.6% | |
| American Funds Bond Fund of Amer F2 | Mutual Funds | — | $32K | $359K | 0.6% | |
| MFS® International Growth Fund R6 | Mutual Funds | — | $8K | $345K | 0.5% | |
| Northern High Yield Fixed Income Fd | Other securities | — | $57K | $344K | 0.5% | |
| iShares Core Dividend Growth | Other securities | — | $5K | $334K | 0.5% | |
| Allspring Core Plus Bond Fund Institutional | Other securities | — | $29K | $321K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | $4K | $319K | 0.5% | |
| American Funds Washington Mutual A | Mutual Funds | — | $5K | $315K | 0.5% | |
| iShares Core S&P US Value ETF | Other securities | — | $3K | $306K | 0.5% | |
| Integrity Life Insurance Company Annuity Contract# 2100711360 1 | Common Stocks | — | — | $305K | 0.5% | |
| Dodge & Cox International Stock Cl I | Mutual Funds | — | $6K | $303K | 0.5% | |
| Vanguard S&P 500 ETF 550 | Common Collective Trusts | — | — | $296K | 0.5% | |
| Dodge & Cox Stock Cl I | Mutual Funds | — | $1K | $295K | 0.5% | |
| US Treasury Note/Bond 2.875% Due 06-15-25 | U.S. Treasuries | — | $280K | $278K | 0.4% | |
| BlackRock Total Return Instl | Other securities | — | $28K | $275K | 0.4% | |
| American Balanced Fund-F3 | Other securities | — | $8K | $275K | 0.4% | |
| Meta Platforms Inc 464 | Common Stocks | — | — | $272K | 0.4% | |
| Integrity Life Insurance Company Annuity Contract # 2100890320 1 | Common Stocks | — | — | $250K | 0.4% | |
| Vanguard Info Tech ETF 400 | Mutual Funds | — | — | $249K | 0.4% |
