GINA C. ANG signed West Michigan Dermatology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Michigan Dermatology's EIN is 38-2561981.
Download the official 2024 Form 5500 (PDF) for West Michigan Dermatology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Michigan Dermatology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY, LLC | 73-3182674 | — | CUSTODIAL | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | — | COLUMBIA, SC | RECORDKEEPER | $8K | — |
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.
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 |
|---|---|---|---|---|---|
| BLUEWATER ASSET MANAGEMENT | — | GRAND RAPIDS, MI | FINANCIAL ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab PCRA Self Directed Brokerage Others | Self-Directed Brokerage | — | — | $3.1M | 22.9% | |
| Goldman Sachs Em Mkts Eq Insghts Intl Mutual Fund ** 741 Hartford Balanced Income R6 Mutual Fund | Other securities | — | — | $1.3M | 9.7% | |
| CurrentValue | Other securities | — | — | $1.3M | 9.7% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $813K | 6.0% | |
| RELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $803K | 5.9% | |
| JPMorgan US Equity R6 Mutual Fund | Other securities | — | — | $697K | 5.2% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $512K | 3.8% | |
| Pioneer Strategic Income K Mutual Fund | Other securities | — | — | $459K | 3.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $455K | 3.4% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $451K | 3.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $432K | 3.2% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $427K | 3.2% | |
| (e) | Other securities | — | $278K | $424K | 3.1% | |
| Vanguard Wellesley Income Inv Mutual Fund | Mutual Funds | — | — | $424K | 3.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $369K | 2.7% | |
| MFS International Intrinsic Value R6 Mutual Fund | Mutual Funds | — | — | $294K | 2.2% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $278K | 2.1% | |
| Nuveen Small Cap Blend Idx R6 Mutual Fund | Common Collective Trusts | — | — | $267K | 2.0% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $201K | 1.5% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $189K | 1.4% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $181K | 1.3% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $160K | 1.2% | |
| Hartford World Bond R6 Mutual Fund | Other securities | — | — | $135K | 1.0% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | Other securities | — | — | $134K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $123K | 0.9% | |
| Invesco Small Cap Equity R6 Mutual Fund | Mutual Funds | — | — | $107K | 0.8% | |
| Fidelity International Growth Mutual Fund | Mutual Funds | — | — | $87K | 0.6% | |
| Aristotle Floating Rate Income I Mutual Fund | Bonds / Notes | — | — | $83K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $80K | 0.6% | |
| PN 002 | Other securities | — | $10K | $80K | 0.6% | |
| MFS Moderate Allocation R6 Mutual Fund | Mutual Funds | — | — | $79K | 0.6% | |
| Pioneer Bond K Mutual Fund | Other securities | — | — | $56K | 0.4% | |
| Virtus Convertible Inst Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| Eaton Vance Income Fund of Boston R6 Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| Cash | Cash / Money Market | — | — | $29K | 0.2% | |
| Invesco International Small-Mid Com R6 Mutual Fund | Mutual Funds | — | — | $25K | 0.2% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $23K | 0.2% | |
| MFS Aggressive Growth Allocation R6 Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| 741 PN 002 | Other securities | — | $25K | $21K | 0.2% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Parametric Commodity Strategy I Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
