Ryan McClanahan signed Birmingham Heart Clinic, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birmingham Heart Clinic, PC's EIN is 63-1119002.
Download the official 2024 Form 5500 (PDF) for Birmingham Heart Clinic, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birmingham Heart Clinic, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 |
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.
| % of plan | |||
|---|---|---|---|
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | $4.0M | 21.7% |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | $2.1M | 11.1% |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | $1.0M | 5.4% |
| FLEXPATH INDEX MODERAT RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | $298K | 1.6% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $117K | 0.6% |
| FLEXPATH INDEX MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | $73K | 0.4% |
| FLEXPATH INDEX AGGRE 2055 RI GREAT GREY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | $60K | 0.3% |
| MID CAP VALUE R1 FUND GREAT GREY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | $50K | 0.3% |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | $14K | <0.1% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $10K | <0.1% |
| LARGE CAP GROWTH FUNDII R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | $9K | <0.1% |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | $4K | <0.1% |
| SMALL CAP VALUE II R1 FUND GREAT GREY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | $4K | <0.1% |
| FLEXPATH INDEX AGGRE 2045R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | $3K | <0.1% |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 14-2468898 / PN 216 | Common Collective Trust | $3K | <0.1% |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | $0 | <0.1% |
| — |
| INVESTMENT ADVISORY |
| $40K |
| — |
