Todd Buersmeyer signed Cape Radiology Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cape Radiology Group, P.C.'s EIN is 43-0954380.
Download the official 2024 Form 5500 (PDF) for Cape Radiology Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cape Radiology Group, P.C.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP | 20-1903821 | — | NONE | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF Trust | Common Collective Trusts | — | $1.5M | $2.0M | 15.4% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $1.7M | $1.7M | 13.2% | |
| U.S. GOVERNMENT SECURITIES United States Treasury Bill 0.000%, due 1/7/2025, par value 1,600,000 | U.S. Treasuries | — | $1.6M | $1.6M | 12.2% | |
| T. Rowe Price Large Cap Growth Fund | Other securities | — | $1.1M | $1.4M | 10.4% | |
| iShares Core S&P Small-Cap ETF | Other securities | — | $728K | $848K | 6.5% | |
| FIXED INCOME SECURITIES Columbus Ohio City School District Bond 4.250%, due 12/1/2025, par value 500,000 | OTHER | — | $516K | $500K | 3.8% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $431K | $432K | 3.3% | |
| MONEY MARKET FUNDS * Fidelity Government Cash Reserves Fund | Mutual Funds | — | $412K | $412K | 3.1% | |
| Heartland Mid Cap Value Fund | Other securities | — | $384K | $347K | 2.6% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | $278K | $314K | 2.4% | |
| S Dodge & Cox International Stock Fund | Mutual Funds | — | $307K | $312K | 2.4% | |
| WCM Focused International Growth Fund | Other securities | — | $295K | $267K | 2.0% | |
| CERTIFICATES OF DEPOSIT Bank of America 4.900%, matures 2/14/2025, par value 250,000 | Bonds / Notes | — | $250K | $250K | 1.9% | |
| The Campbells Soup Company Note 3.950% due 3/15/2025, par value 250,000 | Corporate Bonds | — | $247K | $249K | 1.9% | |
| Starbucks Corp Note Call Make Whole 3.800% due 8/15/2025, par value 250,000 | Bonds / Notes | — | $246K | $249K | 1.9% | |
| CVS Health Corp Note Call Make Whole 3.875% due 7/20/2025, par value 250,000 | Bonds / Notes | — | $246K | $248K | 1.9% | |
| EXCHANGE TRADED FUNDS Argent Mid Cap ETF | Other securities | — | $249K | $239K | 1.8% | |
| Vanguard S&P Mid-Cap 400 Growth Index ETF | Mutual Funds | — | $250K | $229K | 1.7% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $168K | $168K | 1.3% | |
| Oakmark International Small Cap Fund | Other securities | — | $157K | $155K | 1.2% | |
| Kellanova Note Call Make Whole 3.250% due 4/1/2026, par value 100,000 | Bonds / Notes | — | $99K | $98K | 0.7% | |
| Morgan Stanley Ser F MTN 3.125% due 7/27/2026, par value 100,000 | Bonds / Notes | — | $98K | $98K | 0.7% | |
| Oracle Corp Note Call Make Whole 2.650% due 7/15/2026, par value 100,000 | Bonds / Notes | — | $97K | $97K | 0.7% | |
| Tweedy Browne International Value Fund | Other securities | — | $101K | $93K | 0.7% | |
| Constellation Brands Inc Note 4.400% due 11/15/2025, par value 25,000 | Bonds / Notes | — | $25K | $25K | 0.2% | |
| Oracle Corp Note Call Make Whole 2.500% due 4/1/2025, par value 25,000 | Bonds / Notes | — | $24K | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
