Maggie Colucci signed Loudon Medical Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loudon Medical Group, P.C.'s EIN is 54-1988843.
Download the official 2024 Form 5500 (PDF) for Loudon Medical Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loudon Medical Group, P.C.'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $219K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | NONE | $70K | — |
| CHERRY BEKAERT LLP |
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.
| 56-0574444 |
| — |
| NONE |
| $21K |
| — |
| BAKER TILLY US LLP | 30-1413443 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Retirement Blend 2035 N/R | Mutual Funds | — | — | $25.7M | 12.9% | |
| Vanguard Institutional Index Fund N/R | Common Collective Trusts | — | — | $18.7M | 9.4% | |
| JPMorgan Retirement Blend 2040 N/R | Other securities | — | — | $14.5M | 7.3% | |
| T. Rowe Price T. Rowe Price Inst Lg Cp Gr Fd N/R | Other securities | — | — | $13.9M | 7.0% | |
| MassMutual Diversified SAGIC N/R | Guaranteed Income / GIC | — | — | $13.4M | 6.7% | |
| JPMorgan Retirement Blend 2030 N/R | Other securities | — | — | $12.6M | 6.3% | |
| JPMorgan J Morgan US Equity Fund N/R | Other securities | — | — | $9.9M | 5.0% | |
| Vanguard Tot Stck Mkt Index Fnd N/R | Mutual Funds | — | — | $9.6M | 4.8% | |
| JPMorgan Retirement Blend 2050 N/R | Other securities | — | — | $8.8M | 4.4% | |
| Vanguard Equity-Income Fund N/R | Mutual Funds | — | — | $8.3M | 4.2% | |
| JPMorgan Retirement Blend 2055 N/R | Other securities | — | — | $7.8M | 3.9% | |
| JPMorgan Retirement Blend 2025 N/R | Other securities | — | — | $7.0M | 3.5% | |
| JPMorgan Retirement Blend 2045 N/R | Other securities | — | — | $6.0M | 3.0% | |
| Vanguard Tot Intl Stck Index Fund N/R | Common Collective Trusts | — | — | $4.7M | 2.4% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $4.5M | 2.3% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.2% | |
| Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $3.7M | 1.8% | |
| Fund * Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $3.5M | 1.7% | |
| CORE PLUS BOND FUND; FEE CLS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3.1M | 1.6% | |
| Fidelity Investments Fidelity Adv Small Cap Growth Fund N/R | Mutual Funds | — | — | $3.0M | 1.5% | |
| BlackRock High Yield Bond Portfolio N/R | Other securities | — | — | $2.4M | 1.2% | |
| Class K JPMorgan Retirement Blend 2020 N/R | Other securities | — | — | $2.4M | 1.2% | |
| Victory Capital Victory Sycamore Established Value N/R | Other securities | — | — | $2.3M | 1.2% | |
| MID CAP GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.7M | 0.8% | |
| Fund Class I JPMorgan Retirement Blend Income N/R | Other securities | — | — | $1.6M | 0.8% | |
| Fund Victory Capital Victory Sycamore Small Company N/R | Common Stocks | — | — | $1.4M | 0.7% | |
| Opportunity Fund Class I * Vanguard LT Treasury Fund N/R | Mutual Funds | — | — | $958K | 0.5% | |
| Money Market Fund * Vanguard Federal Money Mrkt Fnd N/R | Mutual Funds | — | — | $941K | 0.5% | |
| Great Gray Great Gray Emerging Market Fund N/R | Other securities | — | — | $342K | 0.2% | |
| FLEXPATH EMERGING MARKETS FUND; CL GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $342K | 0.2% | |
| Vanguard Infl Ptd Securities Fund N/R | Mutual Funds | — | — | $251K | 0.1% | |
| Alliance Bernstein AB Global Bond Fund Class Z N/R | Other securities | — | — | $241K | 0.1% |
