RITA Westphal signed Advanced Radiology Services, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Radiology Services, P.C.'s EIN is 38-3380785.
Download the official 2024 Form 5500 (PDF) for Advanced Radiology Services, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Radiology Services, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $93K | — |
| CBIZ BENEFITS & INS SVCS |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Self-directed brokerage account investments - Vanguard Brokerage Option | Self-Directed Brokerage | — | — | $43.8M | 22.8% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $35.1M | 18.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $15.6M | 8.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $12.4M | 6.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $11.8M | 6.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $11.4M | 6.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $6.5M | 3.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.1M | 3.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $5.0M | 2.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $4.4M | 2.3% | |
| WINSLOW LG CAP GROWTH CIT; CLASS CT SEI TRUST COMPANY · EIN 84-4914573 / PN 142 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.0M | 1.6% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $3.0M | 1.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 1.5% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $2.8M | 1.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 1.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.1M | 1.1% | |
| T. Rowe Price Institutional Mid Cap Equity Growth | Other securities | — | — | $1.6M | 0.8% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $1.2M | 0.6% | |
| FIAM CORE PLS CMMINGLED POOL; CLS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $943K | 0.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $725K | 0.4% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $671K | 0.3% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $667K | 0.3% | |
| Principal Diversified Real Asset Fund | Other securities | — | — | $505K | 0.3% | |
| T. Rowe Price U.S. Small Cap Growth Equity Fund | Other securities | — | — | $480K | 0.2% | |
| American Beacon Small Cap Value | Other securities | — | — | $414K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $244K | 0.1% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $215K | 0.1% | |
| Vanguard Money market fund - Vanguard Federal Money Market Fund | Mutual Funds | — | — | $70K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 31-1582098 |
| — |
| NONE |
| $25K |
| — |
| ADVANCE WEALTH | 83-4526439 | — | NONE | $19K | — |
| UHY LLP | 20-0694403 | — | NONE | $11K | — |
