Shaun Greene signed North Florida Surgeons, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Florida Surgeons, P.A.'s EIN is 59-3366100.
Download the official 2024 Form 5500 (PDF) for North Florida Surgeons, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Florida Surgeons, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $16.9M | 19.5% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $6.7M | 7.7% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $6.1M | 7.0% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $5.1M | 5.9% | |
| Schwab Self-Directed Common Stocks | Self-Directed Brokerage | — | — | $4.3M | 4.9% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.7M | 4.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.6M | 4.1% | |
| KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $3.5M | 4.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $2.9M | 3.4% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $2.4M | 2.8% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $2.2M | 2.5% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $2.2M | 2.5% | |
| MACQUARIE DIVERSIFIED INCOME INST | Other securities | — | — | $1.9M | 2.2% | |
| Schwab Self-Directed Unit Investment Trusts | Self-Directed Brokerage | — | — | $1.9M | 2.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $1.9M | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $1.9M | 2.1% | |
| Schwab Self-Directed Interest Bearing Cash | Self-Directed Brokerage | — | — | $1.7M | 2.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $1.7M | 1.9% | |
| JHANCOCK DISCIPLINED VALUE MID CAP I | Other securities | — | — | $1.5M | 1.7% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.3M | 1.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.2M | 1.4% | |
| PIMCO HIGH YIELD INSTL | Mutual Funds | — | — | $1.2M | 1.4% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS R6 | Mutual Funds | — | — | $1.1M | 1.3% | |
| PARAMETRIC COMMODITY STRATEGY FUND I | Other securities | — | — | $1.0M | 1.2% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $977K | 1.1% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $931K | 1.1% | |
| GABELLI SMALL CAP GROWTH I | Other securities | — | — | $897K | 1.0% | |
| PUTNAM LARGE CAP VALUE Y | Mutual Funds | — | — | $866K | 1.0% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $805K | 0.9% | |
| BLACKROCK STRATEGIC GLOBAL BOND K | Other securities | — | — | $760K | 0.9% | |
| FIRST EAGLE GLOBAL R6 | Other securities | — | — | $668K | 0.8% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | Other securities | — | — | $605K | 0.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $505K | 0.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA | Common Stocks | — | — | $505K | 0.6% | |
| PRINCIPAL REAL ESTATE SECURITIES INST | Other securities | — | — | $474K | 0.5% | |
| (iv) Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $361K | 0.4% | |
| Schwab Self-Directed Cash Equivalents | Self-Directed Brokerage | — | — | $348K | 0.4% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $296K | 0.3% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $237K | 0.3% | |
| BLACKROCK INTERNATIONAL K | Other securities | — | — | $172K | 0.2% | |
| Schwab Self-Directed Other Assets | Self-Directed Brokerage | — | — | $46K | <0.1% |
