JODI Knott signed Golden State Dermatology Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golden State Dermatology Management, LLC's EIN is 47-5181001.
Download the official 2024 Form 5500 (PDF) for Golden State Dermatology Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golden State Dermatology Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $19.5M | 62.3% | |
| Charles Schwab Bank Self-directed brokerage account - | Self-Directed Brokerage | — | — | $10.4M | 33.1% | |
| Vanguard Wellesley Income Adm Pooled separate account - | Pooled Separate Accounts | — | — | $8.0M | 25.6% | |
| Fidelity 500 Index Pooled separate account - | Pooled Separate Accounts | — | — | $2.8M | 8.9% | |
| Vanguard US Growth Adm Pooled separate account - | Pooled Separate Accounts | — | — | $1.3M | 4.1% | |
| Fidelity Freedom Idx 2045 Inv Pooled separate account - | Pooled Separate Accounts | — | — | $1.1M | 3.5% | |
| Vanguard Trgt Retire Inc Inv Pooled separate account - | Pooled Separate Accounts | — | — | $985K | 3.2% | |
| Vanguard Equity-Income Adm Pooled separate account - | Pooled Separate Accounts | — | — | $662K | 2.1% | |
| Fidelity Freedom Idx 2035 Inv Pooled separate account - | Pooled Separate Accounts | — | — | $543K | 1.7% | |
| Vanguard Intl GR Adm Pooled separate account - | Pooled Separate Accounts | — | — | $535K | 1.7% | |
| Vanguard Midcap Value Idx Adm Pooled separate account - | Pooled Separate Accounts | — | — | $515K | 1.6% | |
| Vanguard Total Stk Mkt Idx Adm Pooled separate account - | Pooled Separate Accounts | — | — | $437K | 1.4% | |
| Nationwide Tech 100 Idx R6 Pooled separate account - | Pooled Separate Accounts | — | — | $377K | 1.2% | |
| Columbia Overseas Value I3 Pooled separate account - | Pooled Separate Accounts | — | — | $311K | 1.0% | |
| Varying maturity dates and * Notes receivable from participants interest rates from 4.05% to 9.50% - | Bonds / Notes | — | — | $278K | 0.9% | |
| Dfa US Small Cap I Pooled separate account - | Pooled Separate Accounts | — | — | $263K | 0.8% | |
| Blackrock Mid-Cap Gro Equity K Pooled separate account - | Pooled Separate Accounts | — | — | $234K | 0.8% | |
| Vanguard Gnma Adm Pooled separate account - | Pooled Separate Accounts | — | — | $194K | 0.6% | |
| Jan Hen Triton N Pooled separate account - | Pooled Separate Accounts | — | — | $184K | 0.6% | |
| MFS Core Equity R6 Pooled separate account - | Pooled Separate Accounts | — | — | $165K | 0.5% | |
| Fidelity Freedom Idx 2025 Inv Pooled separate account - | Pooled Separate Accounts | — | — | $158K | 0.5% | |
| Western Asset Core Plus Bnd IS Pooled separate account - | Pooled Separate Accounts | — | — | $143K | 0.5% | |
| Amerfds New World R6 Pooled separate account - | Pooled Separate Accounts | — | — | $108K | 0.3% | |
| Vanguard Reit Index Adm Pooled separate account - | Pooled Separate Accounts | — | — | $49K | 0.2% | |
| Vanguard Health Care Adm Pooled separate account - | Pooled Separate Accounts | — | — | $25K | <0.1% | |
| AUL Stable Value Fund Group annuity contract - | Stable Value | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
