Heike Morley signed American Society for Radiation Oncology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Society for Radiation Oncology's EIN is 42-0943164.
Download the official 2024 Form 5500 (PDF) for American Society for Radiation Oncology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Society for Radiation Oncology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $49K | — |
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 Target Retirement 2035 Fund | Mutual Funds | — | — | $4.5M | 16.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.2M | 15.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.3M | 12.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.1M | 7.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.3M | 4.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.0M | 3.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $947K | 3.6% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $870K | 3.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $842K | 3.2% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $794K | 3.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $755K | 2.8% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $681K | 2.6% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $606K | 2.3% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $581K | 2.2% | |
| American Funds Europacific Growth R6b | Mutual Funds | — | — | $548K | 2.1% | |
| American Funds SMALLCAP World Fund | Mutual Funds | — | — | $385K | 1.4% | |
| Allspring Special Mid Cap Value Fund - Class Inst | Other securities | — | — | $358K | 1.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $319K | 1.2% | |
| Fidelity Advisor Strategic Income Fund - Class Z | Mutual Funds | — | — | $318K | 1.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $258K | 1.0% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $218K | 0.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $216K | 0.8% | |
| Janus Henderson Triton Fund Class T | Mutual Funds | — | — | $148K | 0.6% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $133K | 0.5% | |
| Participant Loans | Participant loans | — | — | $66K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $26K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $5K | <0.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / 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.
