William Voigt signed Advantagecare Physicians, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantagecare Physicians, P.C.'s EIN is 46-0970995.
Download the official 2024 Form 5500 (PDF) for Advantagecare Physicians, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantagecare Physicians, P.C.'s plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $716 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Group Annuity Contract * ELA of NY Select Guaranteed Fund | Common Stocks | — | — | $1.2M | 17.9% | |
| JPMorgan Equity Index | Mutual Funds | — | — | $1.1M | 15.7% | |
| Oakmark Fund Investor Class | Other securities | — | — | $642K | 9.3% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2025 | Other securities | — | — | $604K | 8.7% | |
| JPMCB SMARTRETIRE PASV BLND 2025-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $604K | 8.7% | |
| Neuberger Berman Genesis Trust Fund | Common Collective Trusts | — | — | $447K | 6.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2040 | Other securities | — | — | $418K | 6.0% | |
| JPMCB SMARTRETIRE PASV BLND 2040-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $418K | 6.0% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2030 | Other securities | — | — | $414K | 6.0% | |
| JPMCB SMARTRETIRE PASV BLND 2030-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $414K | 6.0% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2035 | Other securities | — | — | $328K | 4.7% | |
| JPMCB SMARTRETIRE PASV BLND 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $328K | 4.7% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2050 | Other securities | — | — | $311K | 4.5% | |
| JPMCB SMARTRETIRE PASV BLND 2050-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $311K | 4.5% | |
| Fidelity Contrafund | Mutual Funds | — | — | $242K | 3.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2045 | Other securities | — | — | $237K | 3.4% | |
| JPMCB SMARTRETIRE PASV BLND 2045-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $237K | 3.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $229K | 3.3% | |
| Common Collective Trusts JPMorgan Chase Bank, N.A. SmartRetirement 2020 | Common Collective Trusts | — | — | $178K | 2.6% | |
| JPMCB SMARTRETIRE PASV BLND 2020-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $178K | 2.6% | |
| JPMorgan Mid-Cap Value R3 | Other securities | — | — | $168K | 2.4% | |
| JPMorgan Chase Bank, N.A. SmartRetirement Income | Other securities | — | — | $103K | 1.5% | |
| JPMCB SMARTRETIRE PASV BLND INC-CF JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $103K | 1.5% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2055 | Other securities | — | — | $60K | 0.9% | |
| JPMCB SMARTRETIRE PASV BLND 2055-CF JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $60K | 0.9% | |
| Metropolitan West Total Return Bond Fund I | Other securities | — | — | $47K | 0.7% | |
| JPMorgan Chase Bank, N.A. SmartRetirement 2060 | Other securities | — | — | $23K | 0.3% | |
| JPMCB SMARTRETIRE PASV BLND 2060-CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| JPMorgan Equity Income R5 | Other securities | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
