Timothy Thomas signed University Physician Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Physician Group's EIN is 38-3474766.
Download the official 2024 Form 5500 (PDF) for University Physician Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Physician Group's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Fund N/A | Mutual Funds | — | — | $10.0M | 18.1% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $7.7M | 14.0% | |
| Fidelity Freedom Index 2035 Fund N/A | Mutual Funds | — | — | $5.1M | 9.3% | |
| Fidelity Freedom Index 2040 Fund N/A | Mutual Funds | — | — | $4.5M | 8.2% | |
| Fidelity Freedom Index 2020 Fund N/A | Mutual Funds | — | — | $3.4M | 6.1% | |
| Sdba Accounts Common Stocks N/A | Common Stocks | — | — | $3.3M | 5.9% | |
| Fidelity Freedom Index 2045 Fund N/A | Mutual Funds | — | — | $2.6M | 4.7% | |
| Fidelity Freedom Index Income Fund N/A | Mutual Funds | — | — | $2.3M | 4.2% | |
| JP Morgan JPM LG CAP GROWTH R6 N/A | Other securities | — | — | $1.7M | 3.0% | |
| Fidelity Freedom Index 2050 Fund N/A | Mutual Funds | — | — | $1.6M | 3.0% | |
| Fidelity US Bond N/A | Mutual Funds | — | — | $1.5M | 2.7% | |
| New York Life Guaranteed Interest Acount N/A | Other securities | — | — | $1.3M | 2.4% | |
| Dodge & Cox Dodge & Cox Stock Fund N/A | Mutual Funds | — | — | $914K | 1.7% | |
| Sdba Accounts Registered Investment Company N/A | Common Stocks | — | — | $718K | 1.3% | |
| Fidelity Freedom Index 201 5 Fund N/A | Mutual Funds | — | — | $581K | 1.1% | |
| I. Rowe Price I. Rowe Price Overseas Stock 1 N/A | Other securities | — | — | $556K | 1.0% | |
| Dodge & Cox Dodge & Cox Income Fund N/A | Mutual Funds | — | — | $468K | 0.8% | |
| Fidelity Global ex US Index Fund N/A | Common Collective Trusts | — | — | $325K | 0.6% | |
| Blackrock Mid Cap Growth N/A | Other securities | — | — | $307K | 0.6% | |
| Vanguard REIT Index Fund Admiral N/A | Common Collective Trusts | — | — | $267K | 0.5% | |
| U M U M Behavioral VAL R6 N/A | Other securities | — | — | $219K | 0.4% | |
| Sdba Accounts I nterest-bearing cash N/A | Cash / Money Market | — | — | $190K | 0.3% | |
| American Funds Europac Growth R6 N/A | Mutual Funds | — | — | $187K | 0.3% | |
| Fidelity Extended Market Index Fund N/A | Common Collective Trusts | — | — | $163K | 0.3% | |
| American Beacon American Beacon Small Cap Growth Func N/A | Other securities | — | — | $146K | 0.3% | |
| Fidelity Freedom Index 2060 Fund N/A | Mutual Funds | — | — | $90K | 0.2% | |
| Participant Loans Participant Loans(4.25% - 9.50%) N/A | Bonds / Notes | — | — | $18K | <0.1% | |
| Sdba Accounts Registered Investment Company N/A | Common Stocks | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2055 Fund N/A | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2030 Fund N/A | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
