Catrina Stubbs signed Preferred Podiatry Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Preferred Podiatry Management LLC's EIN is 45-2538551.
Download the official 2024 Form 5500 (PDF) for Preferred Podiatry Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Preferred Podiatry Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | CONSULTANT | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INV ADV, PARTICIPANTS | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.5M | 15.1% | |
| Principal Trust Company Self-Direct Investment Fund | Common Stocks | — | — | $2.1M | 12.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 11.7% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 10.2% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $1.6M | 9.8% | |
| American Century American Century Ultra R6 Fund | Other securities | — | — | $1.2M | 7.3% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $597K | 3.6% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $353K | 2.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $277K | 1.7% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $249K | 1.5% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $234K | 1.4% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $228K | 1.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $221K | 1.3% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $196K | 1.2% | |
| Principal Trust Company Principal Equity Income Inst Fund | Common Stocks | — | — | $158K | 0.9% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $129K | 0.8% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $125K | 0.7% | |
| PGIM Global Total Ret R6 Fund | Other securities | — | — | $118K | 0.7% | |
| BNY Mellon BNY Mellon International Stock Y Fund | Other securities | — | — | $117K | 0.7% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $112K | 0.7% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $105K | 0.6% | |
| Fidelity INF-PR Bond Index Fund | Common Collective Trusts | — | — | $100K | 0.6% | |
| Allspring Disc Mid Cap Growth R6 | Other securities | — | — | $93K | 0.6% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $82K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $71K | 0.4% | |
| (E) | Other securities | — | — | $71K | 0.4% | |
| John Hancock John Hancock Disc Val MC R6 Fund | Other securities | — | — | $57K | 0.3% | |
| PGIM BlackRock Md-Cp Gr Eq Port R | Other securities | — | — | $30K | 0.2% | |
| FLEXPATH INDEX+ AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $29K | 0.2% | |
| FLEXPATH INDEX+ MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $29K | 0.2% | |
| American Century American Century Emerging Markets R6 Fund | Other securities | — | — | $28K | 0.2% | |
| Principal Trust Company Self-Direct Cash Fund | Cash / Money Market | — | — | $21K | 0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Cohen and Steers Cohen and Steers I Realty SH Fund | Other securities | — | — | $4K | <0.1% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
