Shannon Scott signed Huron Valley Radiology, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Huron Valley Radiology, P.C.'s EIN is 38-1693395.
Download the official 2024 Form 5500 (PDF) for Huron Valley Radiology, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Huron Valley Radiology, P.C.'s plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $23.2M | 25.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.6M | 11.5% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $7.0M | 7.6% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $6.4M | 7.0% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $5.7M | 6.2% | |
| Harbor Capital Appreciation CIT Class R | Common Collective Trusts | — | — | $5.0M | 5.4% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $5.0M | 5.4% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $4.6M | 5.0% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $3.3M | 3.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.3M | 2.5% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.2M | 2.4% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1.9M | 2.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.7M | 1.8% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| Fidelity Management Trust Company BlackRock Equity Dividend Fund Service Share | Mutual Funds | — | — | $1.4M | 1.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| Allspring Special Small Cap Value Fund - Institutional Shares | Other securities | — | — | $922K | 1.0% | |
| MFS International Intrinsic Value Fund Class R3 | Mutual Funds | — | — | $878K | 1.0% | |
| PIMCO Real Return Class A | Mutual Funds | — | — | $824K | 0.9% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $795K | 0.9% | |
| Principal Diversified Real Asset Fund - Institutional Class | Other securities | — | — | $789K | 0.9% | |
| Fidelity Managed Income Portfolio II - Class 2 | Mutual Funds | — | — | $536K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $536K | 0.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $490K | 0.5% | |
| Principal SmallCap Growth Fund I Class R-6 | Other securities | — | — | $414K | 0.4% | |
| PIMCO Diversified Income Fund Class A | Mutual Funds | — | — | $370K | 0.4% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $364K | 0.4% | |
| 8.50 percent - | Other securities | — | — | $137K | 0.1% | |
| TRP RET HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $135K | 0.1% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $11K | <0.1% | |
| TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 J T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / 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.
