John Marchant signed Associated Physicians, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Physicians, LLP's EIN is 39-1837462.
Download the official 2024 Form 5500 (PDF) for Associated Physicians, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Physicians, LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILESTONE INVESTMENT ADVISORS | 46-3135826 | — | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund N/R | Common Collective Trusts | — | — | $2.3M | 11.6% | |
| Fidelity Advisor Equity Growth Z N/R | Mutual Funds | — | — | $2.0M | 10.0% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $1.6M | 8.0% | |
| Vanguard Growth & Income Adm N/R | Mutual Funds | — | — | $1.4M | 6.9% | |
| T. Rowe Price Retirement Blend 2045 I N/R | Other securities | — | — | $1.4M | 6.7% | |
| Goldman Sachs GQG Ptnr Intl O N/R | Other securities | — | — | $1.1M | 5.5% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $925K | 4.6% | |
| Baird Core Plus Bond Inst N/R | Other securities | — | — | $897K | 4.4% | |
| T. Rowe Price Retirement Blend 2050 I N/R | Common Stocks | — | — | $791K | 3.9% | |
| Vanguard LifeStrategy Growth N/R | Mutual Funds | — | — | $767K | 3.8% | |
| T. Rowe Price Retirement Blend 2035 I N/R | Other securities | — | — | $763K | 3.8% | |
| Vanguard Sm Cap Index Admiral N/R | Mutual Funds | — | — | $746K | 3.7% | |
| T. Rowe Price Retirement Blend 2025 I N/R | Other securities | — | — | $715K | 3.5% | |
| T. Rowe Price Retirement Blend 2055 I N/R | Other securities | — | — | $647K | 3.2% | |
| Vanguard LifeStrategy Moderate Growth N/R | Mutual Funds | — | — | $484K | 2.4% | |
| VANGUARD LF STR MOD GRTH Registered Investment Company | Mutual Funds | — | — | $484K | 2.4% | |
| Vanguard Developed Mkt Idx Adm N/R | Common Collective Trusts | — | — | $437K | 2.2% | |
| Vanguard Short-term Invest Grade Admiral N/R | Mutual Funds | — | — | $376K | 1.9% | |
| Schwab US Lg Cap Growth Indx N/R | Mutual Funds | — | — | $365K | 1.8% | |
| T. Rowe Price Retirement Blend 2040 I N/R | Other securities | — | — | $299K | 1.5% | |
| HOOD RVR SMCP GROWTH INVESTOR Registered Investment Company | Common Stocks | — | — | $253K | 1.3% | |
| Vanguard LifeStrategy Conservative Growth N/R | Mutual Funds | — | — | $249K | 1.2% | |
| VANGUARD LIFE STRAT CONS GRTH Registered Investment Company | Mutual Funds | — | — | $249K | 1.2% | |
| T. Rowe Price Retirement Blend 2060 I N/R | Other securities | — | — | $227K | 1.1% | |
| Vanguard Real Estate Index Admiral N/R | Mutual Funds | — | — | $210K | 1.0% | |
| PIMCO Income Institutional N/R | Mutual Funds | — | — | $201K | 1.0% | |
| Vanguard Sm Cap Value Index Admiral N/R | Mutual Funds | — | — | $196K | 1.0% | |
| Money Market Fund * Schwab Money Market N/R | Mutual Funds | — | — | $161K | 0.8% | |
| T. Rowe Price Retirement Blend 2030 I N/R | Other securities | — | — | $123K | 0.6% | |
| Baird Ultra Short Bond Inst N/R | U.S. Treasuries | — | — | $117K | 0.6% | |
| Vanguard LifeStrategy Income N/R | Mutual Funds | — | — | $89K | 0.4% | |
| Vanguard Mid Cap Growth N/R | Mutual Funds | — | — | $67K | 0.3% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | Mutual Funds | — | — | $67K | 0.3% | |
| Vanguard Interm Term BD Idx A N/R | Common Collective Trusts | — | — | $58K | 0.3% | |
| Artisan International Value N/R | Mutual Funds | — | — | $51K | 0.3% | |
| Vanguard Mid Cap Value Index Admiral N/R | Mutual Funds | — | — | $47K | 0.2% | |
| MFS Blend Research Mid Cap Equity R6 N/R | Mutual Funds | — | — | $37K | 0.2% | |
| T. Rowe Price Retirement Blend 2020 I N/R | Other securities | — | — | $9K | <0.1% | |
| Vanguard Intl Growth Admiral N/R | Mutual Funds | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement Blend 2065 I N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
