Stephanie Pardue signed Virginia Physicians, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virginia Physicians, Inc.'s EIN is 54-0883363.
Download the official 2024 Form 5500 (PDF) for Virginia Physicians, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virginia Physicians, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $21K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Funds | Self-Directed Brokerage | — | — | $9.6M | 14.5% | |
| COLUMBIA DIVIDEND VALUE ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $7.6M | 11.5% | |
| LG CAP GRW II (AB) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $7.3M | 11.0% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.2M | 7.9% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $5.0M | 7.6% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $3.5M | 5.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.3M | 5.0% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $3.2M | 4.9% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.0M | 4.5% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $2.8M | 4.2% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $2.8M | 4.2% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $2.3M | 3.5% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $2.0M | 3.0% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $1.8M | 2.8% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $1.4M | 2.1% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $1.2M | 1.8% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $803K | 1.2% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $666K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $487K | 0.7% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $474K | 0.7% | |
| Participant loans | Participant loans | — | — | $471K | 0.7% | |
| JPMorgan Small Cap Growth Fund Class R6 | Other securities | — | — | $230K | 0.3% | |
| DFA Investment Grade I | Mutual Funds | — | — | $198K | 0.3% | |
| Goldman Sachs International Small Cap Insights Fund Class R6 | Other securities | — | — | $195K | 0.3% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $193K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $138K | 0.2% | |
| American Century Small Cap Value Fund R6 Class | Other securities | — | — | $115K | 0.2% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $19K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Nuveen Lifecycle Index Ret Inc R6 | Mutual Funds | — | — | $10K | <0.1% |
