Kevin Cheezum signed First Coast Cardiovascular Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Coast Cardiovascular Institute's EIN is 47-0854466.
Download the official 2024 Form 5500 (PDF) for First Coast Cardiovascular Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Coast Cardiovascular Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NESTEGGS RETIREMENT PLAN SVCS, INC. | 59-3664112 | JACKSONVILLE, FL | N/A | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DFA US Core Equity 2 Port Instl Fund | Mutual Funds | — | — | $1.1M | 22.0% | |
| DFA Global Core Plus Fixed Income Inst Fund | Mutual Funds | — | — | $478K | 9.5% | |
| Charles Scwab Trust Bank Schwab Bank Savings Acount | Mutual Funds | — | — | $413K | 8.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $360K | 7.1% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $298K | 5.9% | |
| DFA US Vector Equity Port Instl Fund | Mutual Funds | — | — | $278K | 5.5% | |
| DFA US High Relative Profit Prt Inst Fund | Mutual Funds | — | — | $275K | 5.4% | |
| DFA Intl Core Equity Port Instl Fund | Mutual Funds | — | — | $254K | 5.0% | |
| DFA Investment Grade Port Instl Fund | Mutual Funds | — | — | $234K | 4.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $144K | 2.8% | |
| Vanguard Target Retirement 2065 Fund ** 665 Vanguard Total Bond Market Index Admiral Fund ** 163 Vanguard Total Stock Market Inxdex Admiral Fund | Mutual Funds | — | — | $119K | 2.4% | |
| Vanguard Info Tech Index Admiral Fund | Mutual Funds | — | — | $97K | 1.9% | |
| Vanguard Financials Index Admiral Fund | Mutual Funds | — | — | $91K | 1.8% | |
| DFA Emerging Markets Core Equity Port Instl Fund | Mutual Funds | — | — | $89K | 1.8% | |
| DFA Emerging Markets Value Port Instl Fund | Mutual Funds | — | — | $88K | 1.7% | |
| DFA Intl Vector Equity Port Inst Fund | Mutual Funds | — | — | $85K | 1.7% | |
| DFA Intl High Profitabilitiy Port Inst Fund | Mutual Funds | — | — | $83K | 1.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $76K | 1.5% | |
| DFA US Large Co Port Inst Fund | Mutual Funds | — | — | $62K | 1.2% | |
| Vanguard Utilities Index Admiral Fund ** 396 Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $55K | 1.1% | |
| DFA Targeted Credit Instl Fund | Mutual Funds | — | — | $46K | 0.9% | |
| Vanguard Consumer Discret Index Admiral Fund | Mutual Funds | — | — | $46K | 0.9% | |
| DFA Global Real Estate Sec Port Inst Fund | Mutual Funds | — | — | $44K | 0.9% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $43K | 0.8% | |
| Vanguard Interm Term Bond Index Admiral Fund | Mutual Funds | — | — | $37K | 0.7% | |
| DFA Five Year Global Fixed Inc. Port Instl Fund | Mutual Funds | — | — | $32K | 0.6% | |
| Vanguard Intl Growth Admiral Fund ** 508 Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Mid Cap Index Admiral Fund ** 167 Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $25K | 0.5% | |
| Columbia Strategic Income Inst Fund | Other securities | — | — | $19K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Adv Equity Growth Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard US Growth Admiral Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Growth & Income Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE I UNION BOND & TRUST COMPANY · EIN 93-6274329 / 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.
