JEFF Kramer signed Cedar Valley Medical Specialists, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cedar Valley Medical Specialists, P.C.'s EIN is 42-1417307.
Download the official 2024 Form 5500 (PDF) for Cedar Valley Medical Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cedar Valley Medical Specialists, P.C.'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), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | ADVISOR | $40K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Brokeragelink | Mutual Funds | — | — | $31.9M | 28.3% | |
| Fidelity Spartan 500 Index Fund | Common Collective Trusts | — | — | $13.0M | 11.6% | |
| Fidelity Advisor Growth Opportunities Fund | Mutual Funds | — | — | $12.9M | 11.5% | |
| Fidelity Advisor Freedom 2035 | Mutual Funds | — | — | $6.1M | 5.4% | |
| Fidelity Advisor Freedom 2050 | Mutual Funds | — | — | $4.3M | 3.8% | |
| Fidelity Advisor Freedom 2045 | Mutual Funds | — | — | $3.6M | 3.2% | |
| Fidelity Advisor Freedom 2040 | Mutual Funds | — | — | $3.5M | 3.1% | |
| Principal Mid Cap Fund | Other securities | — | — | $3.5M | 3.1% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | — | $2.8M | 2.5% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.8M | 2.5% | |
| Fidelity Advisor Government Money Market Fund | Mutual Funds | — | — | $2.7M | 2.4% | |
| Fidelity Advisor Freedom 2030 | Mutual Funds | — | — | $2.2M | 1.9% | |
| Allspring Special Midcap Value R6 | Other securities | — | — | $2.1M | 1.8% | |
| Fidelity Advisor Freedom 2025 | Mutual Funds | — | — | $1.9M | 1.7% | |
| Fidelity Advisor Freedom 2055 | Mutual Funds | — | — | $1.8M | 1.6% | |
| Fidelity Advisor Government Income Fund | Mutual Funds | — | — | $1.7M | 1.5% | |
| Morgan Stanley International Opportunity Fund | Other securities | — | — | $1.6M | 1.4% | |
| Lord Abbet Bond Debenture Fund | U.S. Treasuries | — | — | $1.5M | 1.3% | |
| Fidelity Advisor Capital & Income Fund Z | Mutual Funds | — | — | $1.3M | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| Fidelity Advisor Freedom 2060 | Mutual Funds | — | — | $966K | 0.9% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $960K | 0.9% | |
| MFS Investment Mgmt Blended Research Mid Cap Equity Fund R6 | Mutual Funds | — | — | $830K | 0.7% | |
| Nuveen Real Estate R6 Fund | Mutual Funds | — | — | $781K | 0.7% | |
| Invesco Emerging Markets All Cap Fund | Mutual Funds | — | — | $486K | 0.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $423K | 0.4% | |
| Virtus KAR Small Cap Growth Fund | Other securities | — | — | $385K | 0.3% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $277K | 0.2% | |
| BlackRock Commodity Strategies Portfolio Investors | Other securities | — | — | $252K | 0.2% | |
| Fidelity Advisor Freedom Income Fund | Mutual Funds | — | — | $246K | 0.2% | |
| PGIM High Yield Fund | Other securities | — | — | $237K | 0.2% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | — | $213K | 0.2% | |
| Fidelity Advisor Freedom 2015 5 * Fidelity Advisor Freedom 2020 | Mutual Funds | — | — | $181K | 0.2% | |
| Fidelity Advisor Freedom 2010 | Mutual Funds | — | — | $174K | 0.2% | |
| Columbia International Dividend Income Fund | Other securities | — | — | $163K | 0.1% | |
| Allspring Core Plus Bond IS | Other securities | — | — | $159K | 0.1% | |
| Fidelity Advisor Freedom 2065 | Mutual Funds | — | — | $106K | <0.1% | |
| Federated Hermes International Small-Mid Co IS | Common Stocks | — | — | $50K | <0.1% |
