Christine Rudge signed University of Virginia Physicians Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Virginia Physicians Group's EIN is 54-1124769.
Download the official 2024 Form 5500 (PDF) for University of Virginia Physicians Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Virginia Physicians Group'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMINISTRATOR | $174K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Mutual Funds | — | — | $17.0M | 12.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $11.1M | 8.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $9.8M | 7.0% | |
| TIAA Nuveen Large Cap Growth R6 | Mutual Funds | — | — | $9.8M | 7.0% | |
| JP Morgan JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $7.6M | 5.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $7.6M | 5.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.6M | 5.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $7.4M | 5.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $7.2M | 5.2% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $6.5M | 4.7% | |
| BlackRock Total Return K | Other securities | — | — | $6.2M | 4.4% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $5.1M | 3.7% | |
| American EuroPac Growth R6 | Other securities | — | — | $5.0M | 3.6% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $4.8M | 3.4% | |
| TIAA Stable Value | Stable Value | — | — | $4.3M | 3.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $3.1M | 2.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.8M | 2.0% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $2.3M | 1.7% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.1M | 1.5% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $2.1M | 1.5% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.8M | 1.3% | |
| MassMutual Small Cap Growth Equity I | Other securities | — | — | $1.5M | 1.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $818K | 0.6% | |
| Calvert Equity Portfolio I | Other securities | — | — | $805K | 0.6% | |
| Interest rates ranging from 9% to 10% * Participant loans maturity through October 2034 - | Bonds / Notes | — | — | $752K | 0.5% | |
| Self-Directed Brokerage Account * TIAA Self-Directed Account | Self-Directed Brokerage | — | — | $101K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
