Benjamin Ortiz signed Watson Clinic LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watson Clinic LLP's EIN is 59-0704934.
Download the official 2024 Form 5500 (PDF) for Watson Clinic LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watson Clinic LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $293K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| JAMES M LUFFMAN | — | LAKELAND, FL | ADVISOR | $133K | — |
| AGW CAPITAL ADVISORS | — | TAMPA, FL | ADVISOR | $76K | — |
| FRED LOPEZ/ALLEN & CO OF FLORIDA | — | LAKELAND, FL | ADVISOR | $34K | — |
| LINDSEY SHANNON | — | SAINT LOUIS, MO | ADVISOR | $29K | — |
| WILLIAM MERRIAM | — | JACKSONVILLE, FL | ADVISOR | $21K | — |
| ISAAC HARTMANN | — | LAKELAND, FL | ADVISOR | $18K | — |
| CHARLES SCHWAB | — | PHOENIX, AZ | ADVISOR | $17K | — |
| STERLING J SEARCY, JR | — | LAKELAND, FL | ADVISOR | $13K | — |
| TD AMERITRADE | 82-0543156 | — | ADVISOR | $8K | — |
| JEFFREY LARSON | — | ST LOUIS, MO | ADVISOR | $7K | — |
| MONEY PROFESSIONALS | — | PENSACOLA, FL | ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I | Mutual Funds | — | — | $52.4M | 16.0% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $45.2M | 13.8% | |
| Fidelity Investments Fidelity® Contrafund® K6 | Mutual Funds | — | — | $39.7M | 12.1% | |
| BlackRock Equity Dividend Instl | Other securities | — | — | $19.0M | 5.8% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $18.3M | 5.6% | |
| T Rowe Price T. Rowe Price Mid-Cap Value | Mutual Funds | — | — | $15.3M | 4.7% | |
| MORLEY FINANCIAL STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.8M | 4.5% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $11.9M | 3.6% | |
| Franklin Small Cap Value CL R6 Franklin Small Cap Value CL R6 | Mutual Funds | — | — | $8.6M | 2.6% | |
| Harbor Small Cap Growth-Reth Harbor Small Cap Growth-Reth | Other securities | — | — | $8.5M | 2.6% | |
| MassMutual Mid Cap Growth I MassMutual Mid Cap Growth I | Other securities | — | — | $7.8M | 2.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $7.1M | 2.2% | |
| Cohen & Steers Cohen & Steers Real Estate - Z | Other securities | — | — | $6.0M | 1.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.2M | 1.3% | |
| Participant Loans 9.50%, with maturities through December 2039 | Bonds / Notes | — | — | $3.1M | 0.9% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $3.0M | 0.9% | |
| Schwab Cash Account | Mutual Funds | — | — | $2.6M | 0.8% | |
| US Government US Treasury Note/Bond | U.S. Treasuries | — | — | $2.5M | 0.7% | |
| Invesco Qqq Trust Series 1 | Mutual Funds | — | — | $2.4M | 0.7% | |
| Publix Super Markets Inc (delisted 11/Publix Super Markets Inc (delisted 11/12/19) | Common Stocks | — | — | $2.3M | 0.7% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $1.5M | 0.5% | |
| Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B | Common Stocks | — | — | $1.4M | 0.4% | |
| Apple Inc Apple Inc | Common Stocks | — | — | $1.3M | 0.4% | |
| Government and Agency Obligations US Government US Treasury Bill | U.S. Treasuries | — | — | $1.2M | 0.4% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $1.2M | 0.4% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $906K | 0.3% | |
| Vanguard Value ETF | Mutual Funds | — | — | $824K | 0.3% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $732K | 0.2% | |
| Amazon Com Inc Amazon Com Inc | Common Stocks | — | — | $700K | 0.2% | |
| Vanguard Equity-Income Inv | Mutual Funds | — | — | $689K | 0.2% | |
| JPMorgan Chase & Co JPMorgan Chase & Co | Common Stocks | — | — | $662K | 0.2% | |
| iShares Bitcoin Trust ETF | Other securities | — | — | $654K | 0.2% | |
| Alphabet Inc CL C Alphabet Inc CL C | Common Stocks | — | — | $637K | 0.2% | |
| Microsoft Corporation Microsoft Corporation | Common Stocks | — | — | $588K | 0.2% | |
| Fidelity Investments Fidelity® Puritan® | Mutual Funds | — | — | $580K | 0.2% | |
| Vanguard Total Intl Stock Et | Mutual Funds | — | — | $556K | 0.2% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | — | $530K | 0.2% | |
| Lrd Abbtt Shrt Dur Hi Yld-I Lrd Abbtt Shrt Dur Hi Yld-I | Other securities | — | — | $508K | 0.2% | |
| Nutrien Ltd Nutrien Ltd 761 Nvidia Corp Nvidia Corp | Common Stocks | — | — | $500K | 0.2% | |
| Walmart Inc Walmart Inc | Common Stocks | — | — | $480K | 0.1% | |
| Northrop Grumman Corp Northrop Grumman Corp | Common Stocks | — | — | $469K | 0.1% | |
| Home Depot Incorporated Home Depot Incorporated | Other securities | — | — | $463K | 0.1% | |
| BlackRock Strategic Income Opps Instl | Other securities | — | — | $452K | 0.1% | |
| Vanguard Intl Dvd Ap Idx-Adv | Common Collective Trusts | — | — | $430K | 0.1% | |
| Dodge & Cox Dodge & Cox Income Cl I | Mutual Funds | — | — | $429K | 0.1% | |
| Tesla Inc Tesla Inc | Common Stocks | — | — | $414K | 0.1% | |
| Fidelity Fidelity® Government Cash Reserves | Mutual Funds | — | — | $410K | 0.1% | |
| Unitedhealth Group Inc Unitedhealth Group Inc | Common Stocks | — | — | $409K | 0.1% | |
| Fidelity Investments Fidelity Advisor® Total Bond Z | Mutual Funds | — | — | $408K | 0.1% | |
| Vanguard Growth ETF | Mutual Funds | — | — | $408K | 0.1% |
