Miranda Lange signed Dubuque Internal Medicine PC DBA Grand River Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dubuque Internal Medicine PC DBA Grand River Medical Group's EIN is 42-0848123.
Download the official 2024 Form 5500 (PDF) for Dubuque Internal Medicine PC DBA Grand River Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT INC | 42-1460565 | — | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement Blend 2010 Fund | Mutual Funds | — | — | $68.0M | 74.6% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $19.3M | 21.1% | |
| T Rowe Price Retirement Blend 2065 Fund | Mutual Funds | — | — | $13.9M | 15.3% | |
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $11.0M | 12.0% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $8.5M | 9.3% | |
| T Rowe Price Stable Value Fund | Stable Value | — | $19.3M | $8.1M | 8.9% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $6.9M | 7.6% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $5.3M | 5.8% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.9% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.7% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.3% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| T Rowe Price Retirement Blend 2060 Fund | Mutual Funds | — | $11.0M | $1.1M | 1.2% | |
| T Rowe Price Retirement Blend 2040 Fund | Mutual Funds | — | $4.5M | $876K | 1.0% | |
| T Rowe Price Retirement Blend 2020 Fund | Mutual Funds | — | $4.3M | $650K | 0.7% | |
| T Rowe Price Retirement Blend 2025 Fund | Mutual Funds | — | $3.0M | $638K | 0.7% | |
| T Rowe Price Retirement Blend 2045 Fund | Mutual Funds | — | $2.0M | $602K | 0.7% | |
| Tradelink Investments | Other securities | — | — | $601K | 0.7% | |
| T Rowe Price Retirement Blend 2050 Fund | Mutual Funds | — | $1.5M | $566K | 0.6% | |
| T Rowe Price Retirement Blend 2055 Fund | Mutual Funds | — | $1.2M | $518K | 0.6% | |
| J.P. Morgan Mid Cap Growth R6 | Other securities | — | — | $442K | 0.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $8.6M | $383K | 0.4% | |
| Notes Receivable from Participants | Other securities | — | — | $296K | 0.3% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | $6.9M | $278K | 0.3% | |
| Vanguard Infl Protected Bond | Mutual Funds | — | $14.2M | $228K | 0.2% | |
| Nyli Winslow Large Cap Grw R6 | Other securities | — | — | $223K | 0.2% | |
| US Treasury Money Fund | U.S. Treasuries | — | — | $211K | 0.2% | |
| T Rowe Price Capital Apprec I | Mutual Funds | — | — | $183K | 0.2% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | $5.3M | $163K | 0.2% | |
| AB Small Cap Growth Z | Other securities | — | — | $159K | 0.2% | |
| American New World R6 | Other securities | — | — | $148K | 0.2% | |
| AM Century Small Cap Value R6 | Other securities | — | — | $129K | 0.1% | |
| Dodge and Cox X Stock Fund | Mutual Funds | — | — | $124K | 0.1% | |
| J.P. Morgan Core Bond R6 | Other securities | — | — | $113K | 0.1% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $108K | 0.1% | |
| T Rowe Price Retirement Blend 2005 Fund | Mutual Funds | — | — | $89K | <0.1% | |
| American Funds Europac Grw R6 | Mutual Funds | — | — | $89K | <0.1% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | $8.5M | $80K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Dubuque Internal Medicine PC DBA Grand River Medical Group'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).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIRERIGHT LLC | — | WEST DES MOINES, IA | NONE | $75K | — |
| OLSEN THIELEN & CO., LTD | — | ROSEVILLE, MN | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $88 | — |
