Michigan Surgery Specialists, P.C.'s EIN is 38-1958736.
Download the official 2024 Form 5500 (PDF) for Michigan Surgery Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michigan Surgery Specialists, P.C.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | HARRISON, NY | RECORDKEEPER | $12K | — |
| EMPOWER ADVISORY GROUP | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGT | $707 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab & Company, Inc. Charles Schwab & Company, Inc. | Mutual Funds | — | — | $2.8M | 22.2% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $2.3M | 18.7% | |
| MY RETIRE PATH MOD RETIREMENT R GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $1.7M | 13.9% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $1.7M | 13.8% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $710K | 5.7% | |
| FIDELITY 500 INDEX GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $640K | 5.1% | |
| Charles Schwab & Company, Inc. | Mutual Funds | — | — | $437K | 3.5% | |
| Empower Annuity Insurance Company of America Unallocated contract - EI Fixed Account - Series Class IV | Common Stocks | — | — | $367K | 2.9% | |
| EI FIXED ACCOUNT - SERIES CLASS IV GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $342K | 2.7% | |
| FIDELITY MID CAP INDEX GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $164K | 1.3% | |
| DFA EMERGING MARKETS SMALL CAP I GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $160K | 1.3% | |
| PUTNAM GLOBAL TECHNOLOGY R6 GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $148K | 1.2% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.16 to 9.50 percent - | Other securities | — | — | $130K | 1.0% | |
| Charles Schwab & Company, Inc. | Mutual Funds | — | — | $124K | 1.0% | |
| BLACKROCK HEALTH SCIENCES OPPS K GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $110K | 0.9% | |
| FIDELITY SMALL CAP INDEX GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $102K | 0.8% | |
| DFA REAL ESTATE SECURITIES I GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $99K | 0.8% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $88K | 0.7% | |
| PGIM JENNISON UTILITY R6 GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $88K | 0.7% | |
| AMERICAN FUNDS US GOVERNMENT SEC R6 GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $78K | 0.6% | |
| JANUS HENDERSON GLOBAL EQUITY INCOM GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $62K | 0.5% | |
| HARTFORD WORLD BOND R6 GREAT GRAY · EIN 38-4097346 / PN 000 | Common Collective Trust | — | — | $57K | 0.5% | |
| INTERNATIONAL EQ FUND FEE CLASS I1 GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $53K | 0.4% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $48K | 0.4% | |
| Charles Schwab & Company, Inc. | Mutual Funds | — | — | $47K | 0.4% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $46K | 0.4% | |
| LARGE CAP GR FUND III FEE CLASS I1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $35K | 0.3% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $26K | 0.2% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $25K | 0.2% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 GREAT GRAY · EIN 38-1958736 / PN 000 | Common Collective Trust | — | — | $24K | 0.2% | |
| PGIM High-Yield R6 | Other securities | — | — | $11K | <0.1% | |
| SMALL CAP GR FUND II FEE CLASS I1 GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $5K | <0.1% | |
| MY RETIREMENT PATH CONSERV 2035 R GREAT GRAY · EIN 38-1958736 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $610 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | AUSTIN, TX | BROKER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARCLAY PLANNING GROUP | 38-3466149 | ROCHESTER, MI | CONTRACT ADMIN | $8K | — |
