Steve Delpizzo signed Physician and Tactical Healthcare Services,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physician and Tactical Healthcare Services,'s EIN is 52-2274526.
Download the official 2024 Form 5500 (PDF) for Physician and Tactical Healthcare Services, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physician and Tactical Healthcare Services,'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY ADVISORS, LLC | 06-1659806 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $1.3M | 28.8% | |
| Nuveen Large-Cap Growth Index R6 Fund | Mutual Funds | — | $0 | $970K | 21.5% | |
| American Funds 2025 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $803K | 17.8% | |
| American Funds 2040 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $356K | 7.9% | |
| American Funds 2020 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $348K | 7.7% | |
| American Funds 2045 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $246K | 5.4% | |
| American Funds 2055 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $187K | 4.1% | |
| Participant loans at interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | $0 | $97K | 2.1% | |
| American Funds 2050 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $71K | 1.6% | |
| American Funds 2060 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $48K | 1.1% | |
| Guaranteed 3 Year - 12/31/25 | Other securities | — | $0 | $27K | 0.6% | |
| Guaranteed 3 Year - 12/31/24 | Other securities | — | $0 | $21K | 0.5% | |
| American Funds 2030 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $20K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $9K | 0.2% | |
| American Funds 2015 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $8K | 0.2% | |
| American Funds 2065 Target Date Retirement R6 Fund | Mutual Funds | — | $0 | $6K | 0.1% | |
| Federated Hermes Total Return Bond R6 Fund | Other securities | — | $0 | $733 | <0.1% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | $0 | $508 | <0.1% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | $0 | $406 | <0.1% | |
| American Funds New World R6 Fund | Mutual Funds | — | $0 | $403 | <0.1% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | $0 | $352 | <0.1% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | $0 | $352 | <0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
