Daniel David signed Commonwealth Primary Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Primary Care, Inc.'s EIN is 54-0965697.
Download the official 2024 Form 5500 (PDF) for Commonwealth Primary Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Primary Care, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, INC. | 11-3665754 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 | RICHMOND, VA | NONE | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Inv Registered Investment Co. | Mutual Funds | — | — | $5.8M | 13.8% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $4.5M | 10.9% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $4.4M | 10.6% | |
| T. Rowe Price T. Rowe Price Short Term Bond Inv | Other securities | — | — | $3.4M | 8.3% | |
| Vanguard Mid-Cap Value Index Adm ** - * Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $3.4M | 8.1% | |
| BlackRock Mid-Cap Growth Equity K ** - Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $2.8M | 6.6% | |
| T. Rowe Price T. Rowe Price New Horizons Inv ** - T. Rowe Price T. Rowe Price Mid Cap Value Inv | Other securities | — | — | $2.4M | 5.7% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $1.8M | 4.3% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $1.7M | 4.0% | |
| American Funds American Century Small Cap Gr R6 | Mutual Funds | — | — | $1.6M | 3.7% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.5M | 3.7% | |
| Money Market Funds * Vanguard Federal Money Market Inc | Mutual Funds | — | — | $1.2M | 2.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $940K | 2.3% | |
| American Funds American Funds New World R5 | Mutual Funds | — | — | $848K | 2.0% | |
| First Eagle First Eagle Global I | Other securities | — | — | $844K | 2.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $780K | 1.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $708K | 1.7% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $554K | 1.3% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $504K | 1.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $472K | 1.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $191K | 0.5% | |
| Notes receivable from participants - interest at 4.25% to 9.50% - at cost | Bonds / Notes | — | — | $148K | 0.4% | |
| Participant Loans, interest rate 4.25%-9.50% | Bonds / Notes | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $145K | 0.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $119K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $67K | 0.2% | |
| Vanguard Target Retirement 2015 Inv ** - * Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS SERVICES | 52-2061078 | — | NONE | $7K | — |
