Michael Jernigan signed Virginia Cardiovascular Specialists, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virginia Cardiovascular Specialists, PC's EIN is 54-1090122.
Download the official 2024 Form 5500 (PDF) for Virginia Cardiovascular Specialists, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virginia Cardiovascular Specialists, PC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $107K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual fund | Mutual Funds | — | — | $10.2M | 17.8% | |
| Vanguard Wellington Admiral Mutual fund | Mutual Funds | — | — | $8.1M | 14.0% | |
| Washington Mutual R5 Mutual fund | Other securities | — | — | $7.7M | 13.3% | |
| Vanguard Midcap Index Admiral Mutual fund | Mutual Funds | — | — | $5.7M | 9.9% | |
| T.Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $5.5M | 9.5% | |
| EuroPacific Growth Fund R5 Mutual fund | Other securities | — | — | $4.1M | 7.0% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | Mutual Funds | — | — | $3.6M | 6.3% | |
| T.Rowe Price Short-Term Bond Mutual fund | Other securities | — | — | $3.1M | 5.3% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $2.5M | 4.3% | |
| New World Fund R5 Mutual fund | Other securities | — | — | $2.2M | 3.8% | |
| 1DC-INC | Common Stocks | — | $1.8M | $1.6M | 2.8% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Capital Inc Bldr R5 Mutual fund | Common Stocks | — | — | $1.5M | 2.7% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $838K | 1.5% | |
| 2050 Target Date Fund R5 Mutual fund | Other securities | — | — | $393K | 0.7% | |
| 2025 Target Date Fund R5 Mutual fund | Other securities | — | — | $145K | 0.3% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $138K | 0.2% | |
| 2055 Target Date Fund R5 Mutual fund | Other securities | — | — | $126K | 0.2% | |
| 2030 Target Date Fund R5 Mutual fund | Other securities | — | — | $93K | 0.2% | |
| 2065 Target Date Fund R5 Mutual fund | Other securities | — | — | $54K | <0.1% | |
| 2060 Target Date Fund R5 Mutual fund | Other securities | — | — | $35K | <0.1% | |
| 2035 Target Date Fund R5 Mutual fund | Other securities | — | — | $33K | <0.1% | |
| 2040 Target Date Fund R5 Mutual fund | Other securities | — | — | $23K | <0.1% | |
| 2045 Target Date Fund R5 Mutual fund | Other securities | — | — | $14K | <0.1% | |
| US Govt Money Market R5 Mutual fund | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
