Brian Kuszyk signed Eastern Radiologists, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eastern Radiologists, Inc.'s EIN is 56-0994806.
Download the official 2024 Form 5500 (PDF) for Eastern Radiologists, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern Radiologists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASCADES CAPITAL LLC | 46-2208047 | — | NONE | $43K | — |
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.
| 26-0058143 |
| — |
| NONE |
| $24K |
| — |
| PHILLIPS FINANCIAL MANAGEMENT | 20-1131890 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * Personal Choice Retirement Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $41.4M | 31.2% | |
| Common Collective Trusts Northern Trust S&P 500 Index FD CL 3 | Common Collective Trusts | — | — | $16.8M | 12.7% | |
| NT COLL S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $16.8M | 12.7% | |
| Mainstay Winslow LgCap Grth I Fund | Mutual Funds | — | — | $11.5M | 8.7% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $8.0M | 6.0% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $6.4M | 4.8% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | — | $5.9M | 4.4% | |
| New York Life Anchor Account Insurance Deposit Investment | Pooled Separate Accounts | — | — | $4.3M | 3.3% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.3M | 3.3% | |
| American Balanced Fund R6 | Other securities | — | — | $4.0M | 3.0% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $3.5M | 2.6% | |
| Europacific Growth R6 Fund | Other securities | — | — | $3.5M | 2.6% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $3.1M | 2.3% | |
| Vanguard Explorer Admiral Shrs Fund | Mutual Funds | — | — | $3.0M | 2.3% | |
| MFS Midcap Value CL R4 Fund | Mutual Funds | — | — | $2.9M | 2.2% | |
| Northern Trust Aggregate Bond Index CL 3 | Other securities | — | — | $2.9M | 2.2% | |
| NT COLL ARGT BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.9M | 2.2% | |
| MFS International Value R4 Fund | Mutual Funds | — | — | $2.1M | 1.6% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| Amcent Small Cap Value R6 | Other securities | — | — | $1.5M | 1.2% | |
| Northern Trust All Country World Ex US Mkt 3 | Other securities | — | — | $1.5M | 1.1% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.5M | 1.1% | |
| DWS RREEF Real Estate Sec R6 | Other securities | — | — | $1.2M | 0.9% | |
| Northern Trust Extended Equity Mkt Index CL 3 | Other securities | — | — | $1.1M | 0.8% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Driehaus Emerging Mkts Growth | Other securities | — | — | $916K | 0.7% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $618K | 0.5% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $550K | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $180K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $107K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $48K | <0.1% | |
| SCHWAB MANAGED RET TR FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $25K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $445 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $45 | <0.1% |
