Gordon Smith signed Blood Assurance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blood Assurance, Inc.'s EIN is 62-0842419.
Download the official 2024 Form 5500 (PDF) for Blood Assurance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blood Assurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | OTHER FEES | $387 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 43-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $17K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Fund - Class Y Mutual Fund | Mutual Funds | — | — | $1.4M | 17.3% | |
| Amcent Shtdrinflprtbd R5 Mutual Fund 424 * Amfds Am Mut R6 Mutual Fund | Other securities | — | — | $600K | 7.6% | |
| Vngrd Sm Cap Indx Fd As + Mutual Fund | Other securities | — | — | $539K | 6.8% | |
| Victory Sycamore Established Value Fund - Class I Mutual Fund | Other securities | — | — | $514K | 6.5% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | Other securities | — | — | $470K | 5.9% | |
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $367K | 4.6% | |
| Artisan Intl Val Inst Mutual Fund | Other securities | — | — | $324K | 4.1% | |
| Fid Us Bd Indx Mutual Fund | Mutual Funds | — | — | $250K | 3.2% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $188K | 2.4% | |
| Gdmnscs Glblcorfxdinc Inst + Mutual Fund 283 * Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $171K | 2.2% | |
| Baird Mdcap Inst Mutual Fund 375 * Blkrk 80/20 Trgtalloc Inst Mutual Fund | Other securities | — | — | $153K | 1.9% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $150K | 1.9% | |
| Dfa Intl Smcap Val + Mutual Fund 185 * Dodge & Cox International Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $145K | 1.8% | |
| Vngrd Wlsly Inc Adml Mutual Fund | Common Stocks | — | — | $137K | 1.7% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $135K | 1.7% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | Other securities | — | — | $129K | 1.6% | |
| Vngrd Us Gr Adml Mutual Fund | Other securities | — | — | $128K | 1.6% | |
| Jpm Eq Inc R5 Mutual Fund | Common Stocks | — | — | $121K | 1.5% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | Other securities | — | — | $118K | 1.5% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $118K | 1.5% | |
| Pimco Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $114K | 1.4% | |
| Tcw Mtwst Total Return Bnd Fnd - Class I + Mutual Fund | Other securities | — | — | $112K | 1.4% | |
| Amfds New Wld R6 Mutual Fund | Other securities | — | — | $109K | 1.4% | |
| Lrdabt Hi Yld R5 Mutual Fund | Other securities | — | — | $109K | 1.4% | |
| Baird Cor Pls Bd Inst Mutual Fund | Other securities | — | — | $99K | 1.3% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $97K | 1.2% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $84K | 1.1% | |
| State Street Balanced Index Fund - Class K Mutual Fund | Common Collective Trusts | — | — | $74K | 0.9% | |
| Mfs Mdcap Gr R6 Mutual Fund | Mutual Funds | — | — | $71K | 0.9% | |
| Jpm Mdcap Val R6 Mutual Fund | Other securities | — | — | $70K | 0.9% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio - Inst Mutual Fund 409 * Dfa Glbl Realest Sec Inst Mutual Fund | Mutual Funds | — | — | $70K | 0.9% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $64K | 0.8% | |
| S * Vngrd St Bd Indx Adml Mutual Fund 212 * Vngrd St Fed Adml Mutual Fund | Mutual Funds | — | — | $62K | 0.8% | |
| Dws Enhcdcomdtstrat Inst Mutual Fund | Other securities | — | — | $59K | 0.8% | |
| S * Ab Glbl Bd I Mutual Fund | Mutual Funds | — | — | $57K | 0.7% | |
| Vngrd Ttl Intl Bd Idx Adml Mutual Fund 277 * Vngrd Ttl Intlstkindx Adml Mutual Fund | Common Collective Trusts | — | — | $57K | 0.7% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $49K | 0.6% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $44K | 0.6% | |
| Leggm Clrbrdg Lgcap Gr I + Mutual Fund | Other securities | — | — | $40K | 0.5% | |
| Vngrd Explr Adml Mutual Fund | Other securities | — | — | $40K | 0.5% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | Other securities | — | — | $39K | 0.5% | |
| Vngrd Trgt Rtrmt 2025 Inv + Mutual Fund | Other securities | — | — | $38K | 0.5% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.5% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | Other securities | — | — | $30K | 0.4% | |
| Vngrd Trgt Rtrmt 2055 Inv + Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Vngrd Enrgy Adml + Mutual Fund | Other securities | — | — | $21K | 0.3% | |
| Mfs Mass Inv Gr Stk R4 + Mutual Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Vngrd Gnma Adml Mutual Fund | Agency / Mortgage-Backed | — | — | $14K | 0.2% | |
| Vngrd Hlth Care Inv + Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund | Mutual Funds | — | — | $12K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| PPA/TPA MARLY STONE | — | CHATTANOOGA, TN | INVESTMENT ADVISORY | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC | 62-1200951 | KNOXVILLE, TN | PLAN ADMINISTRATION | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | INV ADV PART | $2K | — |
