Anthony M Ward ESQ. signed Symphony Medical PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Symphony Medical PC's EIN is 47-1235609.
Download the official 2024 Form 5500 (PDF) for Symphony Medical PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Symphony Medical PC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| N/R MetLife Stable Value Fund Series 25053 N/R | Stable Value | — | — | $5.1M | 65.6% | |
| N/R Vanguard Intermediate-Term Bond Fund Admiral Shares N/R 602 N/R Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $410K | 5.2% | |
| N/R MetLife Small Value Growth Company Fund N/R | Common Stocks | — | — | $369K | 4.7% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $369K | 4.7% | |
| N/R Vanguard Total Market Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $285K | 3.6% | |
| N/R Vanguard Growth Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $271K | 3.5% | |
| N/R Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $260K | 3.3% | |
| N/R Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $139K | 1.8% | |
| N/R Vanguard Mid-Cap Growth Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $113K | 1.4% | |
| N/R Vanguard Explorer Fund Investor Shares N/R | Mutual Funds | — | — | $112K | 1.4% | |
| N/R Dimensional Fund Advisors U.S. Vector Equity Fund N/R | Mutual Funds | — | — | $100K | 1.3% | |
| N/R Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $81K | 1.0% | |
| N/R Dimensional Fund Advisors U.S. Small Cap Fund N/R | Mutual Funds | — | — | $75K | 1.0% | |
| N/R Vanguard Equity Income Fund Admiral Shares N/R | Mutual Funds | — | — | $65K | 0.8% | |
| N/R Vanguard Core Bond Fund Admiral Shares N/R | Mutual Funds | — | — | $64K | 0.8% | |
| N/R Vanguard Balanced Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $61K | 0.8% | |
| N/R Vanguard High-Yield Corporate Fund N/R | Mutual Funds | — | — | $58K | 0.7% | |
| N/R Vanguard Real Estate Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $53K | 0.7% | |
| N/R T. Rowe Price Global Multi-Sector Bond Fund N/R | Other securities | — | — | $50K | 0.6% | |
| N/R Vanguard Small-Cap Value Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $41K | 0.5% | |
| N/R Vanguard Emerging Markets Stock Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $32K | 0.4% | |
| N/R Vanguard Developed Markets Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $31K | 0.4% | |
| N/R Vanguard Intermediate-Term Treasury Fund Admiral Shares N/R | Mutual Funds | — | — | $18K | 0.2% | |
| N/R Macquarie Extended Duratiion Bond Fund N/R | Other securities | — | — | $17K | 0.2% | |
| N/R Invesco Corporate Bond Fund N/R 244 N/R GW CSV PFL I N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
