Brooke Lewis signed Physicians Network Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physicians Network Medical Group, Inc.'s EIN is 45-3776074.
Download the official 2024 Form 5500 (PDF) for Physicians Network Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physicians Network Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUN CPA LLP | 20-0276349 | — | AUDITOR | $12K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock IS TOT US STK MKT K | Other securities | — | — | $39.4M | 37.0% | |
| BlackRock BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $10.8M | 10.2% | |
| BlackRock BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $7.6M | 7.2% | |
| BlackRock BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $6.6M | 6.2% | |
| BlackRock BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $6.6M | 6.2% | |
| BlackRock BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $6.4M | 6.0% | |
| BlackRock IS MSCI TOT INTL K | Other securities | — | — | $5.6M | 5.3% | |
| BlackRock BLKRK LP IDX 2030 K | Mutual Funds | — | — | $4.5M | 4.2% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.4M | 4.2% | |
| BlackRock BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $3.9M | 3.6% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $3.0M | 2.8% | |
| BlackRock IS US AGG BD IDX K | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates range 5.25% and 10.50% | Bonds / Notes | — | — | $662K | 0.6% | |
| BlackRock BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $569K | 0.5% | |
| Vanguard VANG VMMR-FED MMKT | Mutual Funds | — | — | $143K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% |
