Carlton Davids signed American Psychiatric Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Psychiatric Association's EIN is 52-2168499.
Download the official 2024 Form 5500 (PDF) for American Psychiatric Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Psychiatric Association'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund N/A Vanguard Admiral Shares | Common Collective Trusts | — | — | $7.8M | 13.5% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z N/A | Other securities | — | — | $6.3M | 10.9% | |
| Principal LifeTime 2040 Fund Institutional Class N/A | Other securities | — | — | $6.2M | 10.8% | |
| Principal LifeTime 2030 Fund Institutional Class N/A | Other securities | — | — | $5.6M | 9.7% | |
| Vanguard 500 Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $4.6M | 7.9% | |
| Principal LifeTime 2050 Fund Institutional Class N/A | Other securities | — | — | $4.3M | 7.5% | |
| John Hancock Guaranteed Interest Account N/A | Other securities | — | — | $3.6M | 6.2% | |
| Baron Capital Baron Small Cap Fund Institutional Class N/A | Other securities | — | — | $3.4M | 5.8% | |
| American Funds Washington Mutual Investors N/A American Funds Fund Class R-4 | Mutual Funds | — | — | $2.5M | 4.4% | |
| Vanguard Total Bond Market Index Fund N/A | Common Collective Trusts | — | — | $2.1M | 3.7% | |
| Principal LifeTime 2020 Fund Institutional Class N/A | Other securities | — | — | $2.0M | 3.5% | |
| PIMCO Total Return Fund(Admin) N/A | Mutual Funds | — | — | $2.0M | 3.5% | |
| TIAA and CREF Vanguard Total Int Idx Adm N/A | Common Collective Trusts | — | — | $1.5M | 2.6% | |
| John Hancock Money Market Funds N/A | Cash / Money Market | — | — | $1.3M | 2.3% | |
| Artisan International Fund N/A | Other securities | — | — | $1.2M | 2.1% | |
| Loomis Sayles Investment Grade Bond Fund Loomis Sayles Class Y N/A | Other securities | — | — | $1.2M | 2.0% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I N/A | Mutual Funds | — | — | $550K | 1.0% | |
| Victory Sycamore Small Company Opportunity N/A Victory Sycamore Fund Class I | Common Stocks | — | — | $458K | 0.8% | |
| Principal LifeTime Strategic Income Fund N/A | Other securities | — | — | $381K | 0.7% | |
| Participant loans with interest rate ranging Notes Receivable from Participants: 4.25% - 9.50% -0- | Bonds / Notes | — | — | $372K | 0.6% | |
| Baird asset management Baird Mid Cap Growth Fund Institutional Class N/A | Other securities | — | — | $270K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
