GABE D'ORTenzio signed WCM Physicians Practices, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WCM Physicians Practices, LLC's EIN is 46-1883875.
Download the official 2024 Form 5500 (PDF) for WCM Physicians Practices, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WCM Physicians Practices, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNCEL | 26-4766975 | — | SERVICE PROVIDER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GG T ROWE PRICE RET DATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.0M | 11.8% | |
| Retirement Date 2005 Trust Fee Class R1 Mutual Fund MFS Growth R3 N/R | Mutual Funds | — | — | $2.1M | 8.4% | |
| GG T ROWE PRICE RET DATE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $2.1M | 8.1% | |
| GG T ROWE PRICE RET DATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.0% | |
| GG T ROWE PRICE RET DATE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.5% | |
| Columbia Large Cap Index Inst2 N/R | Mutual Funds | — | — | $1.6M | 6.1% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $1.5M | 5.8% | |
| JPMorgan US Equity Fund R6 Registered Investment Company | Common Stocks | — | — | $1.4M | 5.6% | |
| GG T ROWE PRICE RET DATE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| GG T ROWE PRICE RET DATE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $990K | 3.9% | |
| GG T ROWE PRICE RET DATE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $940K | 3.7% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $630K | 2.5% | |
| JPMorgan Small Cap Growth R6 N/R | Mutual Funds | — | — | $614K | 2.4% | |
| T. Rowe Price Value I N/R | Mutual Funds | — | — | $605K | 2.4% | |
| Fund * Fully Benefit Responsive Voya Fixed Account N/R | Other securities | — | — | $596K | 2.3% | |
| GG T ROWE PRICE RET DATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $588K | 2.3% | |
| Janus Henderson Enterprise N N/R | Mutual Funds | — | — | $557K | 2.2% | |
| Vanguard Wellington Fund Adm N/R | Mutual Funds | — | — | $529K | 2.1% | |
| GG T ROWE PRICE RET DATE 2010 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $469K | 1.8% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $411K | 1.6% | |
| Adm Mutual Fund iShares MSCI EAFE Intl Idx Inv A N/R | Common Collective Trusts | — | — | $367K | 1.4% | |
| Transamerica International Equity A N/R | Mutual Funds | — | — | $335K | 1.3% | |
| GG T ROWE PRICE RET DATE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $192K | 0.8% | |
| GG T ROWE PRICE RET DATE 2015 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $175K | 0.7% | |
| BlackRock High Yield Bond Inv A N/R | Mutual Funds | — | — | $163K | 0.6% | |
| Investment Contract * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $153K | 0.6% | |
| GG T ROWE PRICE RET DATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $93K | 0.4% | |
| Voya Government Money Market N/R | Mutual Funds | — | — | $16K | <0.1% | |
| GG Tr TRP Ret Date 2005 Tr R1 Common Collective Trust | Common Collective Trusts | — | — | $2K | <0.1% | |
| GG T ROWE PRICE RET DATE 2005 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
