Holston Medical Group, Inc.'s EIN is 62-1388079.
Download the official 2024 Form 5500 (PDF) for Holston Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holston Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRITY CAPITAL MANAGEMENT | — | KINGSPORT, TN | ADVISOR | $299K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Newport Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | $34.0M | $34.0M | 23.1% | |
| TIAA-CREF Large-Cap Growth Index Institutional 260,164.867 Shares | Mutual Funds | — | $260K | $17.4M | 11.8% | |
| Vanguard Developed Markets Index Institutional 918,942.123 Shares | Mutual Funds | — | $919K | $14.1M | 9.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral 130,775.870 Shares | Common Collective Trusts | — | $131K | $11.0M | 7.4% | |
| GALLIARD RETIREMENT INCOME FUND RELIANCE TRUST · EIN 58-1428634 / PN 000 | Common Collective Trust | — | $335K | $8.8M | 6.0% | |
| DWS RREEF Real Estate Securities Fund 348,381.835 Shares | Other securities | — | $348K | $7.5M | 5.1% | |
| TIAA-CREF Large-Cap Value Index Institutional 286,681.509 Shares | Mutual Funds | — | $287K | $7.3M | 5.0% | |
| Vanguard Small-Cap Index Fund Institutional Shares 61,564.683 Shares | Common Collective Trusts | — | $62K | $7.1M | 4.8% | |
| Vanguard Short-Term Treasury Fund Admiral Shares 655,107.240 Shares | Mutual Funds | — | $655K | $6.4M | 4.4% | |
| MFS Mid-Cap Growth R6 178,380.968 Shares | Mutual Funds | — | $178K | $5.6M | 3.8% | |
| Vanguard Explorer Fund Admiral Shares 51,827.297 Shares | Mutual Funds | — | $52K | $5.5M | 3.8% | |
| Vanguard Value Index Admiral 58,960.721 Shares | Mutual Funds | — | $59K | $3.9M | 2.6% | |
| Vanguard Small-Cap Value Index Admiral 43,942.991 Shares | Mutual Funds | — | $44K | $3.7M | 2.5% | |
| DFA Emerging Markets I 126,168.405 Shares | Mutual Funds | — | $126K | $3.6M | 2.5% | |
| PGIM Global Total Return R6 676,020.559 Shares | Other securities | — | $676K | $3.4M | 2.3% | |
| Mainstay MacKay High Yield Corp Bond R6 167,383.464 Shares | Common Stocks | — | $167K | $867K | 0.6% | |
| Parnassus Core Equity Institutional 14,339.256 Shares | Other securities | — | $14K | $857K | 0.6% | |
| Vanguard Long-Term Treasury Fund Admiral 106,850.150 Shares | Mutual Funds | — | $107K | $843K | 0.6% | |
| Participant Loans (1) | Participant loans | — | — | $830K | 0.6% | |
| Fidelity Balanced K 14,967.309 Shares | Mutual Funds | — | $15K | $442K | 0.3% | |
| Variable Annuity Life Insurance Company Short Term Fixed Account | Common Stocks | — | — | $41K | <0.1% | |
| Variable Annuity Life Insurance Company Fixed Account Plus | Common Stocks | — | — | $7K | <0.1% |
