Glenn Rauchwarg, D. O. signed Tidewater Physicians Multispecialty Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tidewater Physicians Multispecialty Group, P.C.'s EIN is 54-1634477.
Download the official 2024 Form 5500 (PDF) for Tidewater Physicians Multispecialty Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 27-0636826 |
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.
Tidewater Physicians Multispecialty Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
| — |
| NONE |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS,LLC | 26-0058143 | — | NONE | $75K | — |
| 49 WEALTH MANAGEMENT LLC | 84-3999871 | — | NONE | $18K | — |
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | NONE | $7K | — |
| FINANCIAL SECURITY ADVISORY IN | 54-1832175 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $26.6M | 15.8% | |
| Personal Choice Retirement Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $24.9M | 14.8% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $18.7M | 11.1% | |
| Northern Trust NT Col S&P 500 IDX Fd - DC - NL | Common Collective Trusts | — | — | $17.2M | 10.2% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $17.2M | 10.2% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $17.1M | 10.1% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $15.2M | 9.0% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $11.7M | 6.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $8.2M | 4.9% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $6.8M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $6.6M | 3.9% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $5.8M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $5.7M | 3.4% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $4.0M | 2.4% | |
| NT CIT EXTND MKT IDX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| MFS LRG CAP VALUE FD CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $3.2M | 1.9% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.0M | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| John Hancock JHancock Disciplined Value Mid | Other securities | — | — | $2.0M | 1.2% | |
| BlackRock Mid-Cap Growth Equity | Other securities | — | — | $1.8M | 1.1% | |
| Personal Choice Retirement Account 2 Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.7M | 1.0% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $1.6M | 0.9% | |
| Victory Sycamore Small Company Victory SYC Small Co Opp R6 | Common Stocks | — | — | $1.5M | 0.9% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $1.1M | 0.7% | |
| Loomis Sayles Loomis Sayles Small Cap Growth | Other securities | — | — | $1.1M | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $692K | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $436K | 0.3% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $400K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $162K | <0.1% |
