BETH Krieger signed Fox Valley Surgical Associates, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Valley Surgical Associates, Ltd.'s EIN is 36-1141203.
Download the official 2024 Form 5500 (PDF) for Fox Valley Surgical Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Valley Surgical Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT, INC. | 39-1849892 | — | INVESTMENT MANAGEMENT | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerages | Self-Directed Brokerage | — | — | $6.8M | 26.7% | |
| Schwab Total Stock Market Index Fund | Common Collective Trusts | — | — | $2.6M | 10.4% | |
| Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $1.8M | 7.1% | |
| Dodge & Cox Balanced Fund Class I | Mutual Funds | — | — | $1.6M | 6.2% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.3M | 5.3% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $1.2M | 4.6% | |
| Vanguard Total Bond Market Index Fund Admiral S | Common Collective Trusts | — | — | $1.0M | 4.0% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $880K | 3.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $829K | 3.2% | |
| T. Rowe Price Small-Cap Value Fund | Other securities | — | — | $809K | 3.2% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sh | Common Collective Trusts | — | — | $804K | 3.1% | |
| Tweedy, Browne International Value Fund | Other securities | — | — | $748K | 2.9% | |
| Vanguard LifeStrategy Moderate Growth Fund Inves | Mutual Funds | — | — | $742K | 2.9% | |
| Wasatch Small Cap Growth Fund Institutional Class | Other securities | — | — | $669K | 2.6% | |
| Vanguard FTSE All-World ex-US Index Fund Admi | Common Collective Trusts | — | — | $589K | 2.3% | |
| Artisan Mid Cap Value Fund Investor Class | Other securities | — | — | $579K | 2.3% | |
| Vanguard LifeStrategy Conservative Growth Fund In | Mutual Funds | — | — | $348K | 1.4% | |
| Vanguard Inflation-Protected Securities Fund Invest | Mutual Funds | — | — | $287K | 1.1% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | Mutual Funds | — | — | $258K | 1.0% | |
| Goldman Sachs Financial Square Government Fund | Other securities | — | — | $138K | 0.5% | |
| Participant notes receivable | Other securities | — | — | $26K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $21K | <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 |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | 86-3678481 | — | TPA | $1K | — |
