Kimberly SUGG signed Physicians East PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physicians East PA's EIN is 56-1968491.
Download the official 2024 Form 5500 (PDF) for Physicians East PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physicians East PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| FIDELITY INVESTMENTS INSTIUTIONAL | 04-2647786 | — | — | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $111.5M | 97.8% | |
| HARBOR CAPP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $10.8M | 9.4% | |
| FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $7.9M | 6.9% | |
| COL DIV INCOME CAP AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $7.3M | 6.4% | |
| FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $5.2M | 4.5% | |
| FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $4.9M | 4.3% | |
| PSA NO 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.9M | 3.4% | |
| FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $3.7M | 3.2% | |
| FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $2.8M | 2.5% | |
| FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $2.7M | 2.3% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.3M | 2.0% | |
| FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| FID FRDM BLND INC H FIDELITY INSTIUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $623K | 0.5% | |
| FID FRDM BLND 2010 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $607K | 0.5% | |
| FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $92K | <0.1% |
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $9K | — |
