Priority Ambulance, LLC's EIN is 61-1725942.
Download the official 2024 Form 5500 (PDF) for Priority Ambulance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Priority Ambulance, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD, CO | RECORDKEEPER | $169K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GRENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $6.6M | 25.2% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $2.0M | 7.8% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $1.8M | 6.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.8M | 6.8% | |
| American Funds Moderate R6 | Mutual Funds | — | — | $1.7M | 6.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.6M | 6.2% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.2M | 4.7% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $893K | 3.4% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $846K | 3.2% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $831K | 3.2% | |
| Participant loans maturing through December 2029 - | Participant loans | — | — | $777K | 3.0% | |
| American Funds Growth and Income Port R6 | Mutual Funds | — | — | $691K | 2.6% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $500K | 1.9% | |
| American Funds Conservative Portfolio R6 | Mutual Funds | — | — | $498K | 1.9% | |
| Vanguard Inflation-Protected Secs Inv | Mutual Funds | — | — | $477K | 1.8% | |
| Dodge & Cox Income | Mutual Funds | — | — | $451K | 1.7% | |
| American Funds Growth Portfolio R6 | Mutual Funds | — | — | $438K | 1.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $346K | 1.3% | |
| Northern Global Real Estate | Other securities | — | — | $345K | 1.3% | |
| American Funds SmallCap World R6 | Mutual Funds | — | — | $306K | 1.2% | |
| JPMorgan Small Cap Blend R6 | Other securities | — | — | $183K | 0.7% | |
| JPMorgan Global Bond Opp R6 | Other securities | — | — | $100K | 0.4% | |
| Northern High Yield Fixed Income | Other securities | — | — | $96K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $73K | 0.3% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $61K | 0.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $58K | 0.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $29K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALLACE PLESE & DREHER, LLP | — | CHANDLER, AZ | AUDITOR | $5K | — |