Blake Edwards signed Anesthesiologists Associated, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anesthesiologists Associated, PC's EIN is 63-0577011.
Download the official 2024 Form 5500 (PDF) for Anesthesiologists Associated, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anesthesiologists Associated, PC'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 |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | JERSEY CITY, NJ | INVESTMENT ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $11.8M | 12.4% | |
| 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $11.2M | 11.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $10.1M | 10.6% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $9.2M | 9.6% | |
| Mass Mutual Fixed Account Investment contract | Other securities | — | — | $7.9M | 8.2% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG GREAT GRAY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.6M | 5.9% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $5.3M | 5.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.7M | 3.8% | |
| Bond Fund of America Mutual fund | Other securities | — | — | $2.5M | 2.6% | |
| INDEXSELECT AGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.3M | 2.4% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.3M | 2.4% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $2.2M | 2.3% | |
| Columbia Select Mid Cap Value Fund Mutual fund | Other securities | — | — | $1.5M | 1.6% | |
| Gold & Special Minerals Fund Mutual fund | Other securities | — | — | $1.5M | 1.5% | |
| US Equity Fund Mutual fund | Other securities | — | — | $1.4M | 1.5% | |
| INDEXSELECT AGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Franklin Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $879K | 0.9% | |
| EMERGING MARKETS FUND II CL R1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $866K | 0.9% | |
| Utilities Fund Mutual fund | Other securities | — | — | $843K | 0.9% | |
| American High Income Fund Mutual fund | Other securities | — | — | $822K | 0.9% | |
| International Equity Fund Mutual fund | Other securities | — | — | $718K | 0.8% | |
| Indexselect Aggressive 2045 Fund Collective trust | Common Collective Trusts | — | — | $615K | 0.6% | |
| Mid Cap Growth Fund Mutual fund | Other securities | — | — | $579K | 0.6% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $555K | 0.6% | |
| Small Cap Growth Fund Mutual fund | Other securities | — | — | $534K | 0.6% | |
| Blackrock Health Sciences Opportunity Fund Mutual fund | Other securities | — | — | $483K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund Mutual fund | Other securities | — | — | $470K | 0.5% | |
| US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $408K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $223K | 0.2% | |
| Indexselect Conservative Retirement Fund Collective trust | Common Collective Trusts | — | — | $219K | 0.2% | |
| Indexselect Aggressive Retirement Fund Collective trust | Common Collective Trusts | — | — | $83K | <0.1% | |
| INDEXSELECT AGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $83K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $69K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $61K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $37K | <0.1% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $20K | <0.1% | |
| INDEXSELECT AGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $74 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
