Nicole Garmo signed United Physicians, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Physicians, Inc.'s EIN is 38-3500370.
Download the official 2024 Form 5500 (PDF) for United Physicians, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Physicians, Inc.'s 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 15.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 7.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $957K | 7.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $881K | 6.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $783K | 5.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $778K | 5.8% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $772K | 5.8% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $769K | 5.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $746K | 5.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $704K | 5.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $621K | 4.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $591K | 4.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $580K | 4.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $437K | 3.3% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $378K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $340K | 2.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $285K | 2.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $234K | 1.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $187K | 1.4% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $160K | 1.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 0.7% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | 0.2% | |
| FIDELITY SMALL CAP GROWTH K6 55 REGISTERED INVESTMENT COMPANY UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $14K | 0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PRINCIPAL DIV REAL ASSET 1 PRINCIPAL GLOBAL INVESTORS TR · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $53 | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
