Dallas Pulmonary and Critical Care PA's EIN is 45-4323821.
Download the official 2024 Form 5500 (PDF) for Dallas Pulmonary and Critical Care PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dallas Pulmonary and Critical Care PA's plan includes profit-sharing, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY POWELL BURGE & CO. INC. | 77-0544712 | — | THIRD PARTY ADMINISTRATOR | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.0M | 35.7% | |
| Common Collective Trusts Great Gray Trust Company My Compass Index Moderate N/R | Common Collective Trusts | — | — | $4.1M | 29.7% | |
| MYCOMPASS IND MODERATE 2045 FD R GREAT GREY TRUST COMPANY · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $4.1M | 29.7% | |
| 2045 Fund R Great Gray Trust Company My Compass Index Moderate N/R | Common Stocks | — | — | $3.3M | 23.4% | |
| MYCOMPASS IND MODERATE 2055 FD R GREAT GREY TRUST COMPANY · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $3.3M | 23.4% | |
| s * Voya Retirement Insurance and Fidelity 500 Index Fund N/R | Pooled Separate Accounts | — | — | $2.2M | 16.0% | |
| 2055 Fund R Great Gray Trust Company My Compass Index Moderate N/R | Common Stocks | — | — | $865K | 6.2% | |
| MYCOMPASS IND MODERATE 2035 FD R GREAT GREY TRUST COMPANY · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $865K | 6.2% | |
| Annuity Company * Voya Retirement Insurance and Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $788K | 5.7% | |
| Annuity Company Fund * Voya Retirement Insurance and Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $432K | 3.1% | |
| Annuity Company * Voya Retirement Insurance and Voya Intermediate Bond Fund N/R | Common Stocks | — | — | $311K | 2.2% | |
| 2035 Fund R Great Gray Trust Company My Compass Index Moderate N/R | Common Stocks | — | — | $273K | 2.0% | |
| MYCOMPASS IND MODERATE 2065 FD R GREAT GREY TRUST COMPANY · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $273K | 2.0% | |
| Annuity Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $199K | 1.4% | |
| Annuity Company Class R6 * Voya Retirement Insurance and Vanguard Information Technology N/R | Mutual Funds | — | — | $173K | 1.2% | |
| Annuity Company Index Fund Admiral Shares * Voya Retirement Insurance and Fidelity Large Cap Value Index N/R | Common Collective Trusts | — | — | $167K | 1.2% | |
| Annuity Company Fund * Voya Retirement Insurance and Vanguard Balanced Index Fund N/R | Common Collective Trusts | — | — | $127K | 0.9% | |
| Annuity Company Admiral Shares * Voya Retirement Insurance and Fidelity Midcap Index Fund N/R | Common Collective Trusts | — | — | $101K | 0.7% | |
| Annuity Company * Voya Retirement Insurance and Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $86K | 0.6% | |
| Annuity Company Fund Admiral Shares * Voya Retirement Insurance and Fidelity Emerging Markets Index N/R | Mutual Funds | — | — | $83K | 0.6% | |
| Annuity Company Fund * Voya Retirement Insurance and Fidelity Mid Cap Growth Index N/R | Mutual Funds | — | — | $73K | 0.5% | |
| Annuity Company Fund * Voya Retirement Insurance and Fidelity Mid Cap Value Index Fund N/R | Common Collective Trusts | — | — | $69K | 0.5% | |
| Annuity Company * Voya Retirement Insurance and Vanguard High-Yield Corporate N/R | Mutual Funds | — | — | $65K | 0.5% | |
| Annuity Company Fund Admiral Shares * Voya Retirement Insurance and Fidelity Small Cap Growth Index N/R | Mutual Funds | — | — | $64K | 0.5% | |
| 2065 Fund R Great Gray Trust Company My Compass Index Moderate N/R | Common Stocks | — | — | $50K | 0.4% | |
| MYCOMPASS IND MODERATE RET FD R GREAT GREY TRUST COMPANY · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $50K | 0.4% | |
| Annuity Company Fund * Voya Retirement Insurance and DFA International Value Portfolio N/R | Mutual Funds | — | — | $39K | 0.3% | |
| Great Gray Trust Company My Compass Index Conservative N/R | Common Stocks | — | — | $33K | 0.2% | |
| MYCOMPASS IND CONSERVATIVE 2045 FD GREAT GREY TRUST COMPANY · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $33K | 0.2% | |
| Annuity Company Institutional Class * Voya Retirement Insurance and Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $33K | 0.2% | |
| Voya Retirement Insurance and Vanguard International Growth N/R | Mutual Funds | — | — | $31K | 0.2% | |
| 2045 Fund Great Gray Trust Company My Compass Index Conservative N/R | Common Stocks | — | — | $29K | 0.2% | |
| MYCOMPASS IND CONSERVATIVE 2055 FD GREAT GREY TRUST COMPANY · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $29K | 0.2% | |
| Annuity Company Fund Admiral Shares * Voya Retirement Insurance and Vanguard LifeStrategy Moderate N/R | Mutual Funds | — | — | $29K | 0.2% | |
| Guaranteed Interest Account * Voya Retirement Insurance and Voya Fixed Account N/R | Other securities | — | — | $26K | 0.2% | |
| MYCOMPASS IND AGGRESSIVE 2055 FD R GREAT GREY TRUST COMPANY · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $24K | 0.2% | |
| 2055 Fund R Great Gray Trust Company My Compass Index Conservative N/R | Common Stocks | — | — | $24K | 0.2% | |
| MYCOMPASS IND CONSERVATIVE 2035 FD GREAT GREY TRUST COMPANY · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $24K | 0.2% | |
| 2035 Fund Great Gray Trust Company My Compass Index Aggressive N/R | Common Stocks | — | — | $23K | 0.2% | |
| MYCOMPASS IND AGGRESSIVE 2065 FD R GREAT GREY TRUST COMPANY · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $23K | 0.2% | |
| Annuity Company Growth Fund Investor Shares * Voya Retirement Insurance and DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $18K | 0.1% | |
| 2065 Fund R Great Gray Trust Company My Compass Index Aggressive N/R | Common Stocks | — | — | $12K | <0.1% | |
| MYCOMPASS IND AGGRESSIVE 2045 FD R GREAT GREY TRUST COMPANY · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $12K | <0.1% | |
| Annuity Company Portfolio Institutional Class * Voya Retirement Insurance and Voya Government Money Market N/R | Cash / Money Market | — | — | $12K | <0.1% | |
| Annuity Company Fund A * Voya Retirement Insurance and Vanguard Utilities Index Fund N/R | Common Collective Trusts | — | — | $9K | <0.1% | |
| Annuity Company Admiral Shares * Voya Retirement Insurance and Vanguard Energy Index Fund N/R | Common Collective Trusts | — | — | $7K | <0.1% | |
| Annuity Company * Voya Retirement Insurance and Fidelity International Bond Index N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Annuity Company Fund * Voya Retirement Insurance and DFW Real Estate Securities N/R | Common Stocks | — | — | $7K | <0.1% | |
| Annuity Company Enhanced Equity Fund * Voya Retirement Insurance and Vanguard Health Care Index Fund N/R | Common Collective Trusts | — | — | $3K | <0.1% | |
| Annuity Company Admiral Shares * Voya Retirement Insurance and Invesco Gold & Special Minerals N/R | Mutual Funds | — | — | $2K | <0.1% |
