Ashley Bernal signed Physician Specialists in Anesthesia PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physician Specialists in Anesthesia PC's EIN is 58-1380128.
Download the official 2024 Form 5500 (PDF) for Physician Specialists in Anesthesia PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physician Specialists in Anesthesia PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $8.9M | 17.4% | |
| Brokeragelink Self Directed Brokerage Fund | Self-Directed Brokerage | — | — | $5.7M | 11.3% | |
| Ms W Large Cap Gr I Mutual Fund | Other securities | — | — | $4.3M | 8.4% | |
| Fid Freedom 2040 K Mutual Fund | Mutual Funds | — | — | $3.8M | 7.4% | |
| Fid Freedom 2055 K Mutual Fund | Mutual Funds | — | — | $3.1M | 6.1% | |
| Mfs Value R4 Mutual Fund | Mutual Funds | — | — | $2.5M | 4.8% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $2.4M | 4.7% | |
| Pm Us Equity R4 Mutual Fund | Other securities | — | — | $2.2M | 4.3% | |
| Fid Freedom 2050 K Mutual Fund | Mutual Funds | — | — | $2.0M | 4.0% | |
| Tchstn Small Co Y Mutual Fund | Common Stocks | — | — | $1.8M | 3.6% | |
| Victory S Est Val R6 Mutual Fund | Other securities | — | — | $1.7M | 3.3% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $1.6M | 3.1% | |
| Blkrk Global Alloc I Mutual Fund | Other securities | — | — | $1.5M | 2.8% | |
| Fid Govt Mmkt Money Market Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| Fid Total Bond K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 2.5% | |
| Fid Freedom 2045 K Mutual Fund | Mutual Funds | — | — | $1.0M | 2.0% | |
| Fid Freedom 2060 K Mutual Fund | Mutual Funds | — | — | $947K | 1.9% | |
| Oakmark Eq & Inc Inv Mutual Fund | Common Stocks | — | — | $672K | 1.3% | |
| Trp Intl Stock Mutual Fund | Other securities | — | — | $651K | 1.3% | |
| Mfs Bl Rsh Mdcpeq R6 Mutual Fund | Mutual Funds | — | — | $558K | 1.1% | |
| Fid Freedom 2035 K Mutual Fund | Mutual Funds | — | — | $555K | 1.1% | |
| Fid Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $513K | 1.0% | |
| J H Enterprise N Mutual Fund | Other securities | — | — | $488K | 1.0% | |
| Fid Freedom Inc K Mutual Fund | Mutual Funds | — | — | $486K | 1.0% | |
| Abf Sm Cap Val R5 Mutual Fund | Other securities | — | — | $419K | 0.8% | |
| C&s Inst Realty Shs Mutual Fund | Common Stocks | — | — | $327K | 0.6% | |
| Participant Loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $130K | 0.3% | |
| Fid Freedom 2065 Mutual Fund | Mutual Funds | — | — | $89K | 0.2% | |
| Ev Inc Fnd Boston R6 Mutual Fund | Common Stocks | — | — | $19K | <0.1% | |
| Fid Freedom 2030 K Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Fid Freedom 2025 K Mutual Fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | ACCOUNTANT | $22K | — |
