FRAN Castellow signed Patient Advocate Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patient Advocate Foundation's EIN is 54-1806317.
Download the official 2024 Form 5500 (PDF) for Patient Advocate Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patient Advocate Foundation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVENPORT & COMPANY LLC | 54-1835842 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 14.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 11.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 10.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 9.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 7.8% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $934K | 6.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $719K | 4.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $602K | 4.0% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $489K | 3.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $340K | 2.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $332K | 2.2% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $298K | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $243K | 1.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $181K | 1.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $173K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $156K | 1.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $136K | 0.9% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $115K | 0.8% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $79K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
