Tracy Rheineck signed Lakeview Clinic, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeview Clinic, Ltd.'s EIN is 41-1340895.
Download the official 2024 Form 5500 (PDF) for Lakeview Clinic, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeview Clinic, Ltd.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS CAPITAL MANAGEMENT INC. | 41-1611668 | — | NONE | $231K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL GROWTH INV MUTUAL FUND | Mutual Funds | — | — | $31.8M | 30.5% | |
| FIMM TREASURY ONLY PORTFOLIO MUTUAL FUND | Other securities | — | — | $6.3M | 6.0% | |
| DELAWARE SMALL CAP VALUE INSTL MUTUAL FUND | Other securities | — | — | $4.4M | 4.2% | |
| WASATCH SMALL CAP GROWTH INVESTOR MUTUAL FUND | Other securities | — | — | $4.3M | 4.1% | |
| BRANDES INTERNATIONAL EQUITRY FUND CLASS I MUTUAL FUND | Other securities | — | — | $3.0M | 2.9% | |
| WALMART INC STOCK | Common Stocks | — | — | $1.7M | 1.7% | |
| ALPHABET INC CL A STOCK | Common Stocks | — | — | $1.6M | 1.6% | |
| AUTOMATIC DATA PROCESSING COM STOCK | Common Stocks | — | — | $1.6M | 1.6% | |
| MOTOROLA SOLUTIONS INC STOCK | Common Stocks | — | — | $1.6M | 1.5% | |
| ALPHABET INC CAP STK CL A STOCK | Common Stocks | — | — | $1.6M | 1.5% | |
| VISA INC CLASS A SHARES STOCK | Common Stocks | — | — | $1.6M | 1.5% | |
| FISERV INC STOCK | Common Stocks | — | — | $1.6M | 1.5% | |
| FEDEX CORP COM STOCK | Common Stocks | — | — | $1.6M | 1.5% | |
| CHURCH & DWIGHT STOCK | Other securities | — | — | $1.5M | 1.5% | |
| ACCENTURE PLC CLASS A ORDINARY SHARES STOCK | Common Stocks | — | — | $1.5M | 1.5% | |
| STRYKER CORPORATION STOCK | Common Stocks | — | — | $1.5M | 1.4% | |
| CHECK POINT SOFTWARE TECH COM STOCK | Common Stocks | — | — | $1.5M | 1.4% | |
| MICROSOFT CORPORATION STOCK | Common Stocks | — | — | $1.5M | 1.4% | |
| INTERCONTINENTAL EXCHANGE, INC. COM STOCK | Common Stocks | — | — | $1.5M | 1.4% | |
| THERMO FISHER SCIENTIFIC INC STOCK | Common Stocks | — | — | $1.4M | 1.4% | |
| ILLINOIS TOOL WORKS INC. STOCK | Common Stocks | — | — | $1.4M | 1.4% | |
| ROPER TECHNOLOGIES INC STOCK | Common Stocks | — | — | $1.4M | 1.3% | |
| QUALCOMM STOCK | Other securities | — | — | $1.4M | 1.3% | |
| MERCK & COMPANY INC STOCK | Common Stocks | — | — | $1.4M | 1.3% | |
| SHERWIN WILLIAMS STOCK | Other securities | — | — | $1.4M | 1.3% | |
| JOHNSON & JOHNSON STOCK | Other securities | — | — | $1.4M | 1.3% | |
| LINDE PLC STOCK | Common Stocks | — | — | $1.3M | 1.3% | |
| FASTENAL CO STOCK | Common Stocks | — | — | $1.3M | 1.3% | |
| DANAHER CORP DEL STOCK | Common Stocks | — | — | $1.3M | 1.3% | |
| EXPEDITORS INTL WASH STOCK | Other securities | — | — | $1.3M | 1.3% | |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 4.750% DUE 3/01/2034 NON-CALLABLE GOVERNMENT BONDS | U.S. Treasuries | — | — | $1.3M | 1.2% | |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 3.47% DTD 06/03/2023 DUE 06/03/2033 NON-CALLABLE GOVERNMENT BONDS | U.S. Treasuries | — | — | $774K | 0.7% | |
| FIRST AM GOV OBLIG Z MUTUAL FUND | Other securities | — | — | $518K | 0.5% | |
| US TREASURY NOTE 2.00% DTD 02/15/2015 DUE 02/15/2025 GOVERNMENT BONDS | U.S. Treasuries | — | — | $479K | 0.5% | |
| US TREASURY NOTE 1.875% DTD 02/15/2022 DUE 02/15/2032 GOVERNMENT BONDS | U.S. Treasuries | — | — | $446K | 0.4% | |
| ARKANSAS ST TAXABLE SER A 2.500% DUE 07/01/32 MUNICIPAL BONDS | Bonds / Notes | — | — | $426K | 0.4% | |
| US TREASURY NOTE 1.50% DTD 02/15/2020 DUE 02/15/2030 GOVERNMENT BONDS | U.S. Treasuries | — | — | $391K | 0.4% | |
| US TREASURY NOTE 2.75% DTD 02/15/2018 DUE 02/15/2028 GOVERNMENT BONDS | U.S. Treasuries | — | — | $363K | 0.3% | |
| FREDERICK MD GO TAXABLE REF BDS A TAXABLE 2.60% DTD 03/29/2016 DUE 03/01/2026 NON-CALLABLE MUNICIPAL BONDS | Bonds / Notes | — | — | $343K | 0.3% | |
| SAN DIEGO CA CMNTY CLG DIST TAXABLE REF 2.113% DUE 08/01/2031 MUNICIPAL BONDS | Bonds / Notes | — | — | $341K | 0.3% | |
| US TREASURY NOTE 1.125% DTD 02/16/2021 DUE 02/15/2031 GOVERNMENT BONDS | U.S. Treasuries | — | — | $314K | 0.3% | |
| US TREASURY NOTE 2.625% DTD 02/15/2019 DUE 02/15/2029 GOVERNMENT BONDS | U.S. Treasuries | — | — | $309K | 0.3% | |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.37% DTD 04/01/2015 DUE 04/01/2025 NON-CALLABLE GOVERNMENT BONDS | U.S. Treasuries | — | — | $298K | 0.3% | |
| LOANS TO VARIOUS PARTICIPANTS INTEREST RATE RANGE: 4.25% - 9.50% | Bonds / Notes | — | — | $291K | 0.3% | |
| FRISCO TX TAXABLE SERIES B 5.000% DUE 02-15-32 MUNICIPAL BONDS | Bonds / Notes | — | — | $287K | 0.3% | |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 3.20% DTD 09/05/2018 DUE 09/05/2028 NON-CALLABLE GOVERNMENT BONDS | U.S. Treasuries | — | — | $240K | 0.2% | |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.53% DTD 11/23/2012 DUE 11/23/2027 NON-CALLABLE GOVERNMENT BONDS | U.S. Treasuries | — | — | $238K | 0.2% | |
| WACO TX TAXABLE CTFS OBLI SER B MUNICIPAL BONDS | Bonds / Notes | — | — | $237K | 0.2% | |
| US TREASURY NOTE 3.5% DTD 02/15/2023 DUE 02/15/2033 GOVERNMENT BONDS | U.S. Treasuries | — | — | $233K | 0.2% | |
| SHASTA TEHAMA TRINITY CA TAXABLE ELECTION OF 2016 SER D MUNICIPAL BONDS | Bonds / Notes | — | — | $225K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
