Paul Marinelli signed Associated Radiologists, P.A.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Radiologists, P.A.'s EIN is 52-0913105.
Download the official 2023 Form 5500 (PDF) for Associated Radiologists, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Associated Radiologists, P.A.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | INVESTMENT COMPANY | $44 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES | 04-2746212 | — | INVESTMENT COMPANY | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.3M | 20.8% | |
| BPAS American Funds 2040 Tdate R6 | Mutual Funds | — | — | $6.7M | 16.8% | |
| BPAS American Funds 2030 Tdate R6 | Mutual Funds | — | — | $3.8M | 9.5% | |
| METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 26-0142858 / PN 000 | Common Collective Trust | — | — | $3.0M | 7.6% | |
| Bond Funds | Other securities | — | — | $2.3M | 5.7% | |
| BPAS JP Morgan Large Cap Growth | Other securities | — | — | $2.0M | 5.1% | |
| BPAS Hartford Discip Equity HLS IA | Other securities | — | — | $1.7M | 4.2% | |
| Investment Contract with Insurance Company | Common Stocks | — | — | $1.5M | 3.8% | |
| BPAS American Funds 2050 Tdate R6 | Mutual Funds | — | — | $1.5M | 3.7% | |
| BPAS American Funds 2025 Tdate R6 | Mutual Funds | — | — | $1.3M | 3.2% | |
| BPAS Vanguard Large-Cap Index Admiral | Mutual Funds | — | — | $1.1M | 2.8% | |
| BPAS Dodge & Cox Stock Fund | Mutual Funds | — | — | $890K | 2.2% | |
| BPAS Vanguard Int'l Growth Adm | Mutual Funds | — | — | $880K | 2.2% | |
| BPAS Vanguard Mid-Cap Val Index Adm | Mutual Funds | — | — | $672K | 1.7% | |
| BPAS Loomis Sayles Core Plus Bond Y | Other securities | — | — | $648K | 1.6% | |
| BPAS Carillon Eagle McGRR6 | Other securities | — | — | $514K | 1.3% | |
| BPAS Vanguard Value Index Admiral | Mutual Funds | — | — | $371K | 0.9% | |
| BPAS Franklin Small Cap Value R6 | Mutual Funds | — | — | $363K | 0.9% | |
| BPAS Principal High Yield Instl | Other securities | — | — | $345K | 0.9% | |
| BPAS T. Rowe Price Health Sciences | Other securities | — | — | $314K | 0.8% | |
| Participant Loans 4.25% to 6.00% | Bonds / Notes | — | — | $228K | 0.6% | |
| BPAS American Funds 2060 Tdate R6 | Mutual Funds | — | — | $225K | 0.6% | |
| BPAS Columbia Glbl Tch Grwth Inst2 | Other securities | — | — | $219K | 0.6% | |
| BPAS BNY Mellon Natural Resources I | Other securities | — | — | $161K | 0.4% | |
| BPAS American Funds Income Fund R6 | Mutual Funds | — | — | $158K | 0.4% | |
| BPAS Vanguard Financials Index Adm | Mutual Funds | — | — | $144K | 0.4% | |
| BPAS AB Small Cap Growth Z | Other securities | — | — | $118K | 0.3% | |
| BPAS Fidelity Int'l Index Instl Pre | Mutual Funds | — | — | $106K | 0.3% | |
| BPAS DFA International Small Company Portfolio | Mutual Funds | — | — | $81K | 0.2% | |
| BPAS Carillon Scout Mid Cap I | Other securities | — | — | $67K | 0.2% | |
| BPAS Invesco Opp Developing Mkts R6 | Mutual Funds | — | — | $64K | 0.2% | |
| BPAS Invesco Gold & Spec Minrls Y | Mutual Funds | — | — | $56K | 0.1% | |
| BPAS Cohen&Steers Real Estate Sec Z | Other securities | — | — | $54K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
