Christy Pavel signed Physician Business Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physician Business Services, LLC's EIN is 59-3734161.
Download the official 2024 Form 5500 (PDF) for Physician Business Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physician Business Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS | 85-4001199 | — | CONSULTANT | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Date 2035 Retirement Fund | Mutual Funds | — | — | $39.7M | 16.3% | |
| Vanguard Target Date 2040 Retirement Fund | Mutual Funds | — | — | $33.2M | 13.6% | |
| Vanguard Target Date 2030 Retirement Fund | Mutual Funds | — | — | $27.3M | 11.2% | |
| Vanguard Target Date 2045 Retirement Fund | Mutual Funds | — | — | $23.3M | 9.6% | |
| Fidelity S&P 500 Index Fund | Common Collective Trusts | — | — | $19.6M | 8.0% | |
| Vanguard Target Date 2025 Retirement Fund | Mutual Funds | — | — | $17.5M | 7.2% | |
| Vanguard Target Date 2050 Retirement Fund | Mutual Funds | — | — | $15.1M | 6.2% | |
| Vanguard Target Date 2055 Retirement Fund | Mutual Funds | — | — | $8.4M | 3.5% | |
| ClearBridge Large Cap Growth Fund | Other securities | — | — | $6.7M | 2.8% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $4.0M | 1.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.8M | 1.6% | |
| Vanguard Target Date 2020 Retirement Fund | Mutual Funds | — | — | $3.7M | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.6M | 1.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $3.4M | 1.4% | |
| Vanguard Target Date 2060 Retirement Fund | Mutual Funds | — | — | $2.7M | 1.1% | |
| Fidelity Brokeragelink Unit | Mutual Funds | — | — | $2.6M | 1.1% | |
| Vanguard Retirement Savings Trust III | Mutual Funds | — | — | $2.4M | 1.0% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $2.4M | 1.0% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 4.25% - 9.5%, various maturities | Bonds / Notes | — | — | $2.3M | 0.9% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $2.2M | 0.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.9M | 0.8% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $1.6M | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.6M | 0.7% | |
| Fidelity Brokeragelink Stock | Mutual Funds | — | — | $1.6M | 0.7% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $1.5M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| Vanguard Target Date 2065 Retirement Fund | Mutual Funds | — | — | $1.2M | 0.5% | |
| Dodge&Cox Income Fund Class I | Mutual Funds | — | — | $1.2M | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| Fidelity Brokeragelink Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| Fidelity Brokeragelink Cash | Mutual Funds | — | — | $1.0M | 0.4% | |
| T. Rowe Price International Discovery Fund | Other securities | — | — | $1.0M | 0.4% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $733K | 0.3% | |
| Fidelity Short Term Bond Index Fund | Common Collective Trusts | — | — | $707K | 0.3% | |
| T. Rowe Price Overseas Stock Fund; I Class | Other securities | — | — | $466K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $290K | 0.1% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $211K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $210K | <0.1% | |
| Fidelity Brokeragelink Bond | Mutual Funds | — | — | $151K | <0.1% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $111K | <0.1% | |
| Vanguard Target Date 2070 Retirement Fund | Mutual Funds | — | — | $88K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $65K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $64K | <0.1% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $32K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | 14-1918990 | — | ACCOUNTANT/AUDITOR | $22K | — |
| ASCENUS HOLDINGS, INC. | 82-3719843 | — | ACCOUNTANT/AUDITOR | $5K | — |
