Primary Pediatrics, P.C.'s EIN is 58-2409645.
Download the official 2024 Form 5500 (PDF) for Primary Pediatrics, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primary Pediatrics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | MILWAUKEE, WI | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $3.7M | 29.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $1.3M | 10.3% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 9.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $804K | 6.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $770K | 6.2% | |
| Vanguard Target Retirement Income Mutual Fund 217 Vanguard Windsor II Admiral Mutual Fund | Mutual Funds | — | — | $765K | 6.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $578K | 4.7% | |
| Federated Hermes Government Obligations Fund Mutual Fund 8 Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $474K | 3.8% | |
| American Funds New Prospect Mutual Fund | Mutual Funds | — | — | $401K | 3.2% | |
| Vanguard Strategic Small Cap Equity Mutual Fund | Mutual Funds | — | — | $390K | 3.2% | |
| Nationwide International Index Mutual Fund | Other securities | — | — | $218K | 1.8% | |
| Nationwide Mid Cap Market Index Mutual Fund | Other securities | — | — | $171K | 1.4% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $119K | 1.0% | |
| Vanguard Growth Index Mutual Fund | Mutual Funds | — | — | $84K | 0.7% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $72K | 0.6% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $63K | 0.5% | |
| Vanguard Explorer Investment Mutual Fund | Mutual Funds | — | — | $59K | 0.5% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $54K | 0.4% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $54K | 0.4% | |
| Goldman Sachs GQG Partners Mutual Fund | Other securities | — | — | $53K | 0.4% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $53K | 0.4% | |
| Nationwide Loomis All Cap Mutual Fund | Other securities | — | — | $49K | 0.4% | |
| Avantis US Large Cap Value Mutual Fund | Other securities | — | — | $47K | 0.4% | |
| JPMorgan Large Cap Growth Mutual Fund | Other securities | — | — | $44K | 0.4% | |
| Avantis Emerging Markets Equity Mutual Fund | Other securities | — | — | $43K | 0.3% | |
| JPMorgan Equity Income Fund Mutual Fund | Other securities | — | — | $42K | 0.3% | |
| JPMorgan Growth Advantage Mutual Fund | Other securities | — | — | $42K | 0.3% | |
| MFS Value Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Nationwide Trust Company Guaranteed Interest Account | Common Stocks | — | — | $33K | 0.3% | |
| Blackrock MidCap Growth Mutual Fund | Other securities | — | — | $32K | 0.3% | |
| PGIM Total Return Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| MFS Midcap Group R6 Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| DFA Emerging Markets Core Mutual Fund 781 Diamond Hill MidCap Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Principal Global Real Estate Secured Mutual Fund | Other securities | — | — | $24K | 0.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Legal and General Commodity Strategy Fund Mutual Fund | Other securities | — | — | $21K | 0.2% | |
| JPMorgan Small Cap Value Mutual Fund | Other securities | — | — | $21K | 0.2% | |
| Vanguard Selected Value Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| Blackrock High Yield Bond Mutual Fund | Other securities | — | — | $15K | 0.1% | |
| PIMCO Commodity Real Return Mutual Fund 454 PIMCO Real Return Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Explorer Admiral Mutual Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Avantis US Small Cap Value Mutual Fund | Other securities | — | — | $13K | 0.1% | |
| PGI< High Yield Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| American Funds High Income Total Return Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Blackrock Total Return Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| PIMCO Stock Plus Interest Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
