Rachel Allen signed Gastrointestinal Specialists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gastrointestinal Specialists, Inc.'s EIN is 54-1062007.
Download the official 2024 Form 5500 (PDF) for Gastrointestinal Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gastrointestinal Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra Fund K | Mutual Funds | — | — | $4.6M | 15.5% | |
| s * Fidelity 500 Index | Mutual Funds | — | — | $4.1M | 13.8% | |
| Fidelity Freedom 2030 Class K | Mutual Funds | — | — | $3.7M | 12.5% | |
| Fidelity Puritan K | Mutual Funds | — | — | $2.9M | 9.7% | |
| Fidelity Blue Chip Growth Fund K | Mutual Funds | — | — | $2.8M | 9.4% | |
| Fidelity OTC Portfolio K | Mutual Funds | — | — | $1.8M | 6.0% | |
| Fidelity Low Priced Stock K | Mutual Funds | — | — | $1.3M | 4.4% | |
| Fidelity Freedom 2045 Class K | Mutual Funds | — | — | $1.0M | 3.4% | |
| MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 001 | Common Collective Trust | — | — | $948K | 3.2% | |
| T. Rowe Price T. Rowe Price Equity Income Adv | Other securities | — | — | $877K | 2.9% | |
| Fidelity Overseas K | Mutual Funds | — | — | $779K | 2.6% | |
| James Henderson James Henderson Forty Fund | Other securities | — | — | $632K | 2.1% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | — | $623K | 2.1% | |
| Fidelity Freedom 2050 Class K | Mutual Funds | — | — | $476K | 1.6% | |
| Fidelity Freedom 2055 Class K | Mutual Funds | — | — | $373K | 1.2% | |
| Fidelity Freedom Income Class K ** 470 * Fidelity International Index | Mutual Funds | — | — | $369K | 1.2% | |
| Fidelity Freedom 2035 Class K | Mutual Funds | — | — | $331K | 1.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $224K | 0.8% | |
| Money market funds * Fidelity Government Money Market Fund | Mutual Funds | — | — | $206K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $194K | 0.7% | |
| Royce Pennsylvania Royce Pennsylvania Mutual Fund | Other securities | — | — | $137K | 0.5% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $116K | 0.4% | |
| Fidelity Real Estate Investment | Mutual Funds | — | — | $50K | 0.2% | |
| Notes receivable from participants, interest rate 4.25% - 9.50% | Bonds / Notes | — | — | $40K | 0.1% | |
| Fidelity Freedom 2060 Class K | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Freedom 2040 Class K | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity Freedom 2065 Class K | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity Freedom 2020 Class K ** 52 * Fidelity Freedom 2025 Class K | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom 2015 Class K | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom 2010 Class K | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
