Allied Physicians Surgery Center, LLC's EIN is 35-3057452.
Download the official 2023 Form 5500 (PDF) for Allied Physicians Surgery Center, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 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 | $27K | — |
| MEEDER ADVISORY SERVICES, INC. | 31-1332744 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $2 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Developed Markets Index 93,961.19 Shares | Mutual Funds | — | $94K | $1.4M | 12.6% | |
| Vanguard Value Index Admiral 22,484.42 Shares | Mutual Funds | — | $22K | $1.3M | 11.4% | |
| Schwab S&P 500 Index Fund 16,120.66 Shares | Common Collective Trusts | — | $16K | $1.2M | 10.3% | |
| Vanguard Equity Inc Fund Admiral 12,739.25 Shares | Mutual Funds | — | $13K | $1.1M | 9.3% | |
| AB Large Cap Growth Z 9,701.26 Shares | Other securities | — | $10K | $899K | 7.8% | |
| Columbia Small Cap Value II CL 28,980.31 Shares | Other securities | — | $29K | $507K | 4.4% | |
| Vanguard Target Retirement 2035 22,730.38 Shares | Mutual Funds | — | $23K | $504K | 4.4% | |
| Registered Investment Companies * Schwab Government Money Fund 412,374.49 Units | Mutual Funds | — | — | $412K | 3.6% | |
| Unit Investment Trusts | Other securities | — | — | $410K | 3.6% | |
| Vanguard Target Retirement 2045 15,022.84 Shares | Mutual Funds | — | $15K | $401K | 3.5% | |
| Common / Collective Trust Goldman Sachs Emerging Markets Eq Insights R6 35,588.32 Shares | Common Collective Trusts | — | $36K | $288K | 2.5% | |
| Vanguard 500 Index Fund 597.28 Shares | Common Collective Trusts | — | — | $263K | 2.3% | |
| Vanguard Target Retirement 2040 5,757.15 Shares | Mutual Funds | — | $6K | $227K | 2.0% | |
| JPMorgan Small Cap Equity 4,182.58 Shares | Other securities | — | $4K | $226K | 2.0% | |
| Vanguard Total Bond Market Index Admiral 20,174.04 Shares | Mutual Funds | — | $20K | $196K | 1.7% | |
| Vanguard Target Retirement 2030 5,174.18 Shares | Mutual Funds | — | $5K | $184K | 1.6% | |
| Doubleline Total Return Bond Fund 18,128.79 Shares | Other securities | — | $18K | $160K | 1.4% | |
| JP Morgan Government Bond I 16,693.53 Shares | U.S. Treasuries | — | $17K | $159K | 1.4% | |
| Vanguard Target Retirement 2050 3,424.82 Shares | Mutual Funds | — | $3K | $152K | 1.3% | |
| Baird Core Plus Bond Instl 13,219.61 Shares | Other securities | — | $13K | $134K | 1.2% | |
| Lord Abbet High Yield Fdcl 15,502.26 Shares | Other securities | — | $16K | $98K | 0.9% | |
| Registered Investment Companies (Continued) Segall Bryant & Hamill PL Bond 10,467.21 Shares | Other securities | — | $10K | $98K | 0.9% | |
| MFS Mid Cap Growth R6 3,082.25 Shares | Mutual Funds | — | $3K | $90K | 0.8% | |
| Nuance Mid Cap Value Fund 6,724.53 Shares | Other securities | — | $7K | $85K | 0.7% | |
| Guggenheim Total Return Bond Inst 3,014.78 Shares | Other securities | — | $3K | $72K | 0.6% | |
| Vanguard Target Retirement 2025 2,259.51 Shares | Mutual Funds | — | $2K | $42K | 0.4% | |
| Vanguard Target Retirement 2020 1,522.32 Shares | Mutual Funds | — | $2K | $41K | 0.4% | |
| Payden Emerging Markets Bond 3,485.92 Shares | Other securities | — | $3K | $36K | 0.3% | |
| Self-Directed Funds Common Stock | Self-Directed Brokerage | — | — | $32K | 0.3% | |
| American FDS US Government Sec R6 670.67 Shares | Other securities | — | — | $21K | 0.2% | |
| Vanguard Small Cap I 130.48 Shares | Mutual Funds | — | — | $13K | 0.1% | |
| MFS Mid Cap Value R6 436.15 Shares | Mutual Funds | — | — | $13K | 0.1% | |
| Parametric Intl Eqty Inst 678.64 Shares | Other securities | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2055 93.50 Shares | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 55.40 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
