Sean Gray signed Carelon Medical Partners, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carelon Medical Partners, P.C.'s EIN is 46-4903080.
Download the official 2024 Form 5500 (PDF) for Carelon Medical Partners, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carelon Medical Partners, P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6192483 / PN 001 | Common Collective Trust | — | — | $11.8M | 14.5% | |
| Collective Investment Trusts Vanguard Group Institutional 500 Index Trust | Common Collective Trusts | — | — | $10.8M | 13.2% | |
| VG INST 500 IDX TR A VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $10.8M | 13.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6197455 / PN 001 | Common Collective Trust | — | — | $10.6M | 13.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $8.8M | 10.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6185022 / PN 001 | Common Collective Trust | — | — | $6.4M | 7.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6202084 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6180036 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.2% | |
| T. Rowe Price Large-Cap Growth Trust | Other securities | — | — | $4.3M | 5.2% | |
| TRP LRG CAP GR TR F T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.2% | |
| Vanguard Group Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $2.6M | 3.1% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.1% | |
| Vanguard Group Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $2.0M | 2.5% | |
| VG IS EXT MKT IDX A VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| MFS LARGE CAP VAL 5 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| Vanguard Group Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $1.6M | 2.0% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6175112 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6206555 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| participants dates through 2039 | Other securities | — | — | $1.1M | 1.3% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| Vanguard Group Explorer Fund Admiral Shares | Mutual Funds | — | — | $859K | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6156630 / PN 001 | Common Collective Trust | — | — | $769K | 0.9% | |
| Vanguard Group Retirement Savings Trust II | Mutual Funds | — | — | $598K | 0.7% | |
| VANG RET SVNG TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $598K | 0.7% | |
| Westwood SmallCap Fund; Ultra Shares | Other securities | — | — | $295K | 0.4% | |
| DoubleLine Flexible Income Fund Class I | Other securities | — | — | $273K | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6216430 / PN 001 | Common Collective Trust | — | — | $169K | 0.2% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $118K | 0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6210126 / PN 001 | Common Collective Trust | — | — | $83K | 0.1% | |
| Vanguard Group Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $63K | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP LRG CAP GR TR E T. ROWE PRICE TRUST COMPANY · EIN 37-1943656 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
