Allied Physicians Surgery Center, LLC's EIN is 35-2057452.
Download the official 2024 Form 5500 (PDF) for Allied Physicians Surgery Center, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Physicians Surgery Center, LLC'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 |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | — | NONE | $30K | — |
| MEEDER ADVISORY SERVICES, INC. | 31-1332744 | — | NONE | $21K | — |
| LATITUDE SERVICE COMPANY, INC | 82-1371994 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK | 86-3967259 | — | NONE | $2 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $2.6M | 20.2% | |
| Vanguard Developed Markets Index Mutual Fund (1) | Mutual Funds | — | — | $1.7M | 13.1% | |
| Schwab Government Money Fund Mutual Fund (1) 18 AB Large Cap Growth Z Mutual Fund (1) | Mutual Funds | — | — | $1.3M | 10.3% | |
| Vanguard Total World Stock Index Admiral Mutual Fund (1) 139 Vanguard Value Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $865K | 6.8% | |
| Self Directed Brokerage (1) | Mutual Funds | — | — | $678K | 5.3% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | Mutual Funds | — | — | $657K | 5.2% | |
| Vanguard Equity Inc Fund Admiral Mutual Fund (1) | Mutual Funds | — | — | $634K | 5.0% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | Mutual Funds | — | — | $537K | 4.2% | |
| Unit Investment Trusts Self Directed Brokerage (1) | Self-Directed Brokerage | — | — | $481K | 3.8% | |
| JPMorgan Small Cap Equity Mutual Fund (1) | Other securities | — | — | $417K | 3.3% | |
| Cash Self Directed Brokerage (1) 206 Goldman Sachs Emerging Markets Eq Insights R6 Common Collective Trust (1) | Self-Directed Brokerage | — | — | $404K | 3.2% | |
| Columbia Small Cap Value II CL Mutual Fund (1) | Other securities | — | — | $401K | 3.1% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | Mutual Funds | — | — | $280K | 2.2% | |
| Vanguard 500 Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $271K | 2.1% | |
| Vanguard Target Retirement 2030 Mutual Fund (1) | Mutual Funds | — | — | $235K | 1.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $161K | 1.3% | |
| Fidelity Adv Total Bond Fund Mutual Fund (1) | Mutual Funds | — | — | $157K | 1.2% | |
| Guggenheim Total Return Bond Inst Mutual Fund (1) | Other securities | — | — | $154K | 1.2% | |
| MFS Mid Cap Value R6 Mutual Fund (1) | Mutual Funds | — | — | $151K | 1.2% | |
| Baird Core Plus Bond Instl Mutual Fund (1) | Other securities | — | — | $140K | 1.1% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | Mutual Funds | — | — | $111K | 0.9% | |
| Cash and cash equivalents (1) | Cash / Money Market | — | — | $66K | 0.5% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | Mutual Funds | — | — | $52K | 0.4% | |
| Lord Abbet High Yield Fdcl Mutual Fund (1) | Other securities | — | — | $48K | 0.4% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) | Mutual Funds | — | — | $44K | 0.3% | |
| Edgewood Growth Instl Mutual Fund (1) | Other securities | — | — | $35K | 0.3% | |
| MFS International Equity Mutual Fund (1) | Mutual Funds | — | — | $34K | 0.3% | |
| PIMCO Income Fund Inst CL Mutual Fund (1) | Mutual Funds | — | — | $30K | 0.2% | |
| American FD American Mutual Fund (1) | Other securities | — | — | $30K | 0.2% | |
| Payden Emerging Markets Bond Mutual Fund (1) | Other securities | — | — | $23K | 0.2% | |
| Self-Directed Brokerage Common Stock Self Directed Brokerage (1) | Self-Directed Brokerage | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund (1) | Common Collective Trusts | — | — | $16K | 0.1% | |
| Vangard Real Estate Index Fund Admiral Mutual Fund (1) 41 Vanguard Small Cap I Mutual Fund (1) | Common Collective Trusts | — | — | $15K | 0.1% | |
| MFS Mid Cap Growth R6 Mutual Fund (1) | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $0 | — |
