Laura Panoff signed University Pediatricians' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Pediatricians' EIN is 38-3336414.
Download the official 2024 Form 5500 (PDF) for University Pediatricians from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Pediatricians' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | NONE | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors State Street Equity 500 Indx K | Other securities | — | — | $37.5M | 33.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.2M | 24.1% | |
| State Street Global Advisors State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $18.2M | 16.1% | |
| Self-directed brokerage funds * TIAA-CREF Self Directed Acct Self directed brokerage accounts | Self-Directed Brokerage | — | — | $4.9M | 4.4% | |
| State Street Global Advisors State Street Sm Md Cp Eq Idx K | Common Collective Trusts | — | — | $4.7M | 4.2% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $3.5M | 3.1% | |
| State Street Global Advisors State Street Aggrgate Bnd Idx K | Common Collective Trusts | — | — | $2.6M | 2.3% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $2.5M | 2.2% | |
| Insurance company general funds * TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.2M | 1.9% | |
| BlackRock iShares Developed Real Est Ix K | Other securities | — | — | $1.9M | 1.7% | |
| Schwab Funds Schwab Treasury Infl Prot Sec Idx | Common Collective Trusts | — | — | $1.7M | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.3M | 1.2% | |
| funds * TIAA-CREF TIAA Stable Value | Common Collective Trusts | — | — | $991K | 0.9% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $801K | 0.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $731K | 0.6% | |
| WILMINGTON TRUST CIT CORE PLUS BOND WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $731K | 0.6% | |
| WT CIT FLXPTH SNGL BX LG CP VAL FND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $534K | 0.5% | |
| Wilmington Trust Wilmington Trust Lrg Cp Grw I1 | Other securities | — | — | $326K | 0.3% | |
| WILMINGTON TR CIT FLXPTH SNGL BX LG WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $326K | 0.3% | |
| WILMINGTON TR CIT FLXPTH SNGL SM LG WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $258K | 0.2% | |
| WT CIT FLXPTH SNGL BX SM CP VAL FND WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $142K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
