Jay Montague signed Surgery Center, JV's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surgery Center, JV's EIN is 62-1230866.
Download the official 2024 Form 5500 (PDF) for Surgery Center, JV from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surgery Center, JV's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $713K | 11.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $676K | 10.5% | |
| INVESTMENTS LINCOLN STABLE VALUE ACCOUNT | OTHER | — | — | $664K | 10.3% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $436K | 6.8% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $408K | 6.3% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $395K | 6.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $360K | 5.6% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $321K | 5.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $317K | 4.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $316K | 4.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $220K | 3.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $206K | 3.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $183K | 2.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $160K | 2.5% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $159K | 2.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $157K | 2.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $146K | 2.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $134K | 2.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $124K | 1.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $105K | 1.6% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $71K | 1.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $68K | 1.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $45K | 0.7% | |
| DODGE & COX BALANCED I | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $9K | 0.1% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |
