Gary Passman signed Neogenomics Laboratories, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neogenomics Laboratories, Inc.'s EIN is 59-3725585.
Download the official 2024 Form 5500 (PDF) for Neogenomics Laboratories, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neogenomics Laboratories, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $75K | — |
| CREATIVE PLANNING HOLDCO, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $31.4M | 15.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $19.7M | 9.8% | |
| FID CONTRAFUND K6 Mutual Fund | Mutual Funds | — | — | $18.3M | 9.1% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $16.0M | 8.0% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $14.3M | 7.1% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $13.6M | 6.8% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $13.5M | 6.7% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $10.4M | 5.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $6.3M | 3.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $6.2M | 3.1% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $5.7M | 2.8% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $5.3M | 2.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| JHANCOCK BOND R6 Mutual Fund | Other securities | — | — | $4.2M | 2.1% | |
| TRP DIV GROWTH I Mutual Fund | Other securities | — | — | $3.5M | 1.7% | |
| Notes receivable from participants Interest at 3.25% - 8.50% -0- | Bonds / Notes | — | — | $2.9M | 1.4% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $2.4M | 1.2% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $2.4M | 1.2% | |
| FID LOW-PRICED ST K6 Mutual Fund | Mutual Funds | — | — | $2.4M | 1.2% | |
| INVS DEVELOP MKT R6 Mutual Fund | Other securities | — | — | $2.3M | 1.1% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $2.2M | 1.1% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $1.9M | 1.0% | |
| FID SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $1.9M | 1.0% | |
| J H TRITON N Mutual Fund | Other securities | — | — | $1.8M | 0.9% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 0.9% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $1.5M | 0.8% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $1.1M | 0.6% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $516K | 0.3% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $429K | 0.2% | |
| NUVEEN REALESTATE R6 Mutual Fund | Mutual Funds | — | — | $384K | 0.2% | |
| CALVERT BALANCED R6 Mutual Fund | Other securities | — | — | $252K | 0.1% | |
| FID FDM IDX 2070 IPR Mutual Fund | Common Collective Trusts | — | — | $27K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1270780 |
| — |
| INVESTMENT ADVISOR |
| $18K |
| — |
