Interventional Cardiologists of Gainesville, P.A.'s EIN is 59-1536350.
Download the official 2024 Form 5500 (PDF) for Interventional Cardiologists of Gainesville, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interventional Cardiologists of Gainesville, P.A.'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 |
|---|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVCIES | 42-1447865 | — | N/A | $141K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Mutual funds Mutual funds | Self-Directed Brokerage | — | — | $16.0M | 46.4% | |
| Vanguard Growth Index Mutual funds | Mutual Funds | — | — | $3.9M | 11.4% | |
| Vanguard Value Index Mutual funds | Mutual Funds | — | — | $2.3M | 6.6% | |
| Vanguard Total Bond Market Index Mutual funds | Mutual Funds | — | — | $2.0M | 5.8% | |
| Vanguard Equity-Income Mutual funds | Mutual Funds | — | — | $1.6M | 4.7% | |
| MFS International Diversification R5 Mutual funds | Mutual Funds | — | — | $1.5M | 4.4% | |
| Schwab International Index Mutual funds | Mutual Funds | — | — | $1.1M | 3.2% | |
| Blackrock Mid-Cap Growth Mutual funds | Other securities | — | — | $752K | 2.2% | |
| Blackrock Strategic Income Opportunities Mutual funds | Other securities | — | — | $685K | 2.0% | |
| Invesco Discovery Fund Class R6 Mutual funds | Mutual Funds | — | — | $671K | 1.9% | |
| Avantis U.S. Small Cap Value Fund Mutual funds | Other securities | — | — | $559K | 1.6% | |
| Victory Sycamore Established Value Mutual funds | Other securities | — | — | $524K | 1.5% | |
| Fidelity Advisor Focused Emerging Markets Mutual funds | Mutual Funds | — | — | $518K | 1.5% | |
| Cohen & Steers Preferred Securities & Income Mutual funds | Other securities | — | — | $516K | 1.5% | |
| JPMorgan Global Bond Opportunities Mutual funds | Other securities | — | — | $505K | 1.5% | |
| Fidelity Long-Term Treasury Bond Index Mutual funds | U.S. Treasuries | — | — | $467K | 1.4% | |
| John Hancock Investment Grade Bond R6 Mutual funds | Other securities | — | — | $331K | 1.0% | |
| Equities Common stock | Common Stocks | — | — | $182K | 0.5% | |
| Fidelity Government Money Market Money market fund | Mutual Funds | — | — | $130K | 0.4% | |
| JPMorgan Short Duration Bond R6 Mutual funds | Other securities | — | — | $16K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
