Jackie Olliff signed Independent Physicians Resource, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Physicians Resource, Inc.'s EIN is 58-2287138.
Download the official 2024 Form 5500 (PDF) for Independent Physicians Resource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Physicians Resource, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT AD | 82-1434504 | — | INVESTMENT ADVISORY | $101K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Pioneer Bond Y Fund | Other securities | — | $0 | $13.1M | 15.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $6.8M | 8.1% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5.8M | 6.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.6M | 5.4% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.4M | 5.2% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.1M | 4.8% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $4.0M | 4.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.0M | 4.7% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $3.9M | 4.7% | |
| T. ROWE PRICE STABLE VAL Q FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.7% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.2M | 3.8% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $3.1M | 3.7% | |
| Lord Abbett Bd Debenture R6 Fd | Mutual Funds | — | $0 | $3.0M | 3.5% | |
| FIDELITY ADV BALANCED Z FUND | Mutual Funds | — | $0 | $2.9M | 3.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.5M | 2.9% | |
| JP Morgan Equity Income R6 Fd | Other securities | — | $0 | $2.1M | 2.5% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $1.8M | 2.2% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | $0 | $1.7M | 2.1% | |
| Fidelity Adv Small Cap Gr Z Fd | Mutual Funds | — | $0 | $1.7M | 2.0% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.7M | 2.0% | |
| Fidelity Glb ex US Index Fd | Mutual Funds | — | $0 | $1.5M | 1.8% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $1.5M | 1.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $1.4M | 1.6% | |
| JP Morgan Intl Equity R6 Fund | Other securities | — | $0 | $1.2M | 1.5% | |
| T. Rowe Price Stable Val Q Fd | Other securities | — | $0 | $1.2M | 1.4% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $867K | 1.0% | |
| BlackRock Infl Pro Bd K Fd | Other securities | — | $0 | $695K | 0.8% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $575K | 0.7% | |
| American Century Ultra R6 Fund | Other securities | — | $0 | $564K | 0.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $150K | 0.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $27K | <0.1% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INDEPENDENT PHYSICIANS R | 58-2287138 | — | INVESTMENT ADVISORY | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON LLC | 58-1763439 | — | ACCOUNTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | INV ADV, PARTICIPANTS | $14K | — |
