David Joniec signed Center for Primary Care, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Center for Primary Care, P.C.'s EIN is 58-2069754.
Download the official 2024 Form 5500 (PDF) for Center for Primary Care, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Primary Care, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $125 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $15.4M | 19.5% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $11.0M | 13.9% | |
| Vanguard Health Care Admiral Fund | Mutual Funds | — | — | $8.6M | 10.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.2M | 9.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $5.9M | 7.5% | |
| Galliard Stable Return Fund | Other securities | — | — | $5.0M | 6.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $4.8M | 6.0% | |
| American Balanced Fund | Other securities | — | — | $4.1M | 5.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.6M | 3.3% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $2.0M | 2.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.0M | 2.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.9M | 2.4% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $1.8M | 2.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.7M | 2.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.3M | 1.6% | |
| AB Large Cap Growth Z Fund | Other securities | — | — | $1.2M | 1.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Invesco Main Street Small Cap | Mutual Funds | — | — | $1.0M | 1.3% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $987K | 1.2% | |
| Fidelity Total Return Bond | Mutual Funds | — | — | $864K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $834K | 1.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $708K | 0.9% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% -0- | Bonds / Notes | — | — | $599K | 0.8% | |
| Capital American Funds New World | Mutual Funds | — | — | $536K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $376K | 0.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $119K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $118K | 0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $117K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $90K | 0.1% | |
| (E) | Other securities | — | — | $90K | 0.1% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $76K | <0.1% | |
| (E) | Other securities | — | — | $76K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
