Kristy Grunder signed Emergency Physicians Professional Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emergency Physicians Professional Association's EIN is 41-0949999.
Download the official 2024 Form 5500 (PDF) for Emergency Physicians Professional Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emergency Physicians Professional Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCEANSIDE ADVISORS LLC |
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 Institutional Index Fund | Common Collective Trusts | — | — | $49.9M | 16.9% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $42.6M | 14.5% | |
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $36.9M | 12.5% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $26.4M | 9.0% | |
| Vanguard Mid Cap Index Inst Fund | Mutual Funds | — | — | $24.2M | 8.2% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $20.5M | 7.0% | |
| Primecap Odyssey Growth Fund | Mutual Funds | — | — | $16.0M | 5.4% | |
| Wilmington Trust, N.A. Galliard Retirement Income Fund Cl 35 | Other securities | — | — | $11.6M | 3.9% | |
| WILMGTTR CIT II GALLIARD RET INC FD GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $11.6M | 3.9% | |
| Primecap Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $11.3M | 3.8% | |
| Vanguard Emerging Markets Select Stock Fund | Mutual Funds | — | — | $9.9M | 3.3% | |
| PIMCO RAE US Small Fund Institutional Class | Mutual Funds | — | — | $8.9M | 3.0% | |
| Morgan Stanley Morgan Stanley Inception Poris Fund | Other securities | — | — | $7.7M | 2.6% | |
| Dodge & Cox Dodge & Cox International Stock X Fund | Mutual Funds | — | — | $7.5M | 2.6% | |
| Cohen & Steers Cohen & Steers Realty Shares L | Other securities | — | — | $5.6M | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $624K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-1098476 |
| — |
| NONE |
| $10K |
| — |
| BOULAY FINANCIAL ADVISORS LLC | 41-1803291 | — | NONE | $10K | — |
| MUTUAL ADVISORS LLC | 27-1193779 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVEREST FINANCIAL GROUP LLC | 20-3239712 | — | NONE | $49K | — |
| THE ADVOCATE GROUP LLC | 45-1497656 | — | NONE | $14K | — |
| CLIFTONLARSONALLEN | 41-1803291 | — | NONE | $10K | — |
| LARSON FINANCIAL GROUP LLC | 20-4773945 | — | NONE | $10K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
