Maria Battaglia signed Great Lakes Foot & Ankle Institute, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Lakes Foot & Ankle Institute, PC's EIN is 38-2221021.
Download the official 2024 Form 5500 (PDF) for Great Lakes Foot & Ankle Institute, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Lakes Foot & Ankle Institute, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT COMPANY | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $27K | — |
| AMERIPRISE FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (ii) Guranteed interest contract * Nw Fixed Select Option | Other securities | — | — | $1.6M | 10.8% | |
| Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $1.5M | 10.1% | |
| Vngrd Trgt Rtrmt 2030 Inv | Other securities | — | — | $1.2M | 7.7% | |
| Vngrd Ttl Stmkt Indx Fd As | Other securities | — | — | $679K | 4.5% | |
| Vngrd Trgt Rtrmt 2020 Inv | Other securities | — | — | $660K | 4.4% | |
| Fid 500 Indx | Mutual Funds | — | — | $643K | 4.2% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $361K | 2.4% | |
| Fid Intl Indx | Mutual Funds | — | — | $358K | 2.4% | |
| Vngrd Trgt Rtrmt 2035 Inv | Other securities | — | — | $356K | 2.4% | |
| Gdmnscs Gqgptnrintloppr R6 | Other securities | — | — | $355K | 2.3% | |
| Vngrd Mdcap Gr Indx Adml | Other securities | — | — | $346K | 2.3% | |
| Nw Loomis Allcap Gr R6 | Other securities | — | — | $330K | 2.2% | |
| Vngrd Trgt Rtrmt 2050 Inv | Other securities | — | — | $330K | 2.2% | |
| Avantis U.S. Large Cap Value Fund | Other securities | — | — | $316K | 2.1% | |
| Pgim Ttl Rtn Bd R6 | Other securities | — | — | $314K | 2.1% | |
| Jpm Lgcap Gr R6 | Other securities | — | — | $303K | 2.0% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $290K | 1.9% | |
| Jpm Eq Inc R5 | Common Stocks | — | — | $288K | 1.9% | |
| Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $282K | 1.9% | |
| Fid Us Bd Indx | Mutual Funds | — | — | $265K | 1.7% | |
| Blackrock High Yield Portfolio - Class K | Other securities | — | — | $221K | 1.5% | |
| Vngrd Trgt Rtrmt 2055 Inv | Other securities | — | — | $220K | 1.5% | |
| Nw Inv Dest Mod Aggr R6 | Other securities | — | — | $214K | 1.4% | |
| Vngrd Trgt Rtrmt 2025 Inv | Other securities | — | — | $201K | 1.3% | |
| Mfs Mdcap Gr R6 | Mutual Funds | — | — | $180K | 1.2% | |
| Diamond Hill Mdcap I | Other securities | — | — | $178K | 1.2% | |
| Prncpl Glbl Realest R6 | Other securities | — | — | $171K | 1.1% | |
| Pimco Real Rtn Inst | Mutual Funds | — | — | $149K | 1.0% | |
| Vngrd Ttl Intlstkindx Adml | Other securities | — | — | $147K | 1.0% | |
| Legal & General Commodity Strategy Fund - Institutional Shares | Other securities | — | — | $142K | 0.9% | |
| Mfs Intl Divrs R6 + | Mutual Funds | — | — | $139K | 0.9% | |
| Amfds Am Mut R6 + | Other securities | — | — | $136K | 0.9% | |
| Trowepr Blue Chip Gr + | Other securities | — | — | $129K | 0.9% | |
| Clvrt Eq I + | Other securities | — | — | $128K | 0.8% | |
| Vngrd Sm Cap Indx Fd As | Other securities | — | — | $112K | 0.7% | |
| Vngrd Trgt Rtrmt 2045 Inv | Other securities | — | — | $105K | 0.7% | |
| Vngrd Explr Adml | Other securities | — | — | $102K | 0.7% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class | Other securities | — | — | $101K | 0.7% | |
| Vngrd Bal Indx Adml | Other securities | — | — | $101K | 0.7% | |
| Ab Global Bond Fund - Class Z | Other securities | — | — | $100K | 0.7% | |
| Blkrk Ttl Rtn K | Other securities | — | — | $100K | 0.7% | |
| Clvrt Smcap I + | Other securities | — | — | $97K | 0.6% | |
| Amfds Cap Wld Gr Inc R6 + | Common Stocks | — | — | $96K | 0.6% | |
| Jnhnck Dscpld Val Mdcap R6 + | Other securities | — | — | $95K | 0.6% | |
| Notes receivable from participants (4.25% - 9.50%) | Bonds / Notes | — | — | $78K | 0.5% | |
| Lrdabt Hi Yld R5 | Other securities | — | — | $75K | 0.5% | |
| Vngrd Emrg Mkt Stkindxadml | Other securities | — | — | $74K | 0.5% | |
| Vngrd Trgt Rtrmt 2040 Inv | Other securities | — | — | $64K | 0.4% | |
| Vngrd Smcap Gr Indx Adml | Other securities | — | — | $62K | 0.4% | |
| Jnhnck Bd I + | Other securities | — | — | $62K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0973005 |
| MINNEAPOLIS, MN |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE | 38-3254950 | AUBURN HILLS, MI | TPA | $3K | — |
