Carolyn Herald signed Indiana Spine Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Spine Group, P.C.'s EIN is 35-2149412.
Download the official 2024 Form 5500 (PDF) for Indiana Spine Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indiana Spine Group, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $5.9M | 16.1% | |
| Fidelity Investments Institutional Fidelity Large Cap Growth Index | Mutual Funds | — | — | $4.6M | 12.6% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $4.1M | 11.3% | |
| American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $2.6M | 7.2% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $2.4M | 6.7% | |
| TCW MetWest Tcw Metwest Total Re Bd Admin Cl | Other securities | — | — | $2.1M | 5.8% | |
| American Beacon American Beacon Small Cap Value R6 | Mutual Funds | — | — | $1.7M | 4.7% | |
| Carillon Eagle Fund Carillon Eagle Mid Cap Growth A | Other securities | — | — | $1.7M | 4.6% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $1.7M | 4.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 4.5% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 4.4% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.3M | 3.4% | |
| Fidelity Investments Institutional Fidelity 500 Index | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $859K | 2.3% | |
| JPMorgan Vanguard Federal Money Market Inv | Mutual Funds | — | — | $674K | 1.8% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $309K | 0.8% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $306K | 0.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $303K | 0.8% | |
| PIMCO Income Fund Pimco Income Instl | Mutual Funds | — | — | $282K | 0.8% | |
| PIMCO Income Fund Principal Short-Term Income Inst | Mutual Funds | — | — | $277K | 0.8% | |
| Baron Small Cap Fund Institutional Baron Small Cap Instl | Other securities | — | — | $213K | 0.6% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $160K | 0.4% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $115K | 0.3% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $110K | 0.3% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $85K | 0.2% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $57K | 0.2% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $33K | <0.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CARMEL, IN |
| INVESTMENT ADVISOR |
| $16K |
| — |
