Dorothy L Underwood signed Southview Medical Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southview Medical Group, P.C.'s EIN is 63-1185612.
Download the official 2024 Form 5500 (PDF) for Southview Medical Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southview Medical Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Bank of America, N.A. Vanguard Equity Income Fund Admiral Shares GM | Mutual Funds | — | — | $3.2M | 6.0% | |
| Bank of America, N.A. Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.1M | 5.9% | |
| Bank of America, N.A. Vanguard Growth Index Fund Admiral Shares GM | Common Collective Trusts | — | — | $3.1M | 5.8% | |
| Bank of America, N.A. Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.0M | 5.6% | |
| Bank of America, N.A. T. Rowe Price Retirement 2040 | Other securities | — | — | $2.4M | 4.5% | |
| Bank of America, N.A. T. Rowe Price Retirement 2025 | Other securities | — | — | $2.3M | 4.4% | |
| Bank of America, N.A. Vanguard Group 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 4.1% | |
| Bank of America, N.A. Vanguard Short-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $1.7M | 3.2% | |
| Bank of America, N.A. PIMCO Total Return Portfolio Institutional Class | Mutual Funds | — | — | $1.7M | 3.2% | |
| Bank of America, N.A. Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 3.1% | |
| Bank of America, N.A. Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.6M | 3.1% | |
| Bank of America, N.A. Invesco Developing Markets Fund Class R6 GM | Mutual Funds | — | — | $1.6M | 3.0% | |
| Bank of America, N.A. Vanguard Developed Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 2.8% | |
| Bank of America, N.A. MFS International Intrinsic Value Fund Class R6 GM | Mutual Funds | — | — | $1.5M | 2.8% | |
| Bank of America, N.A. Invesco Oppenheimer International Growth R6 | Mutual Funds | — | — | $1.5M | 2.7% | |
| Bank of America, N.A. T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $1.4M | 2.7% | |
| Bank of America, N.A. Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 2.4% | |
| Bank of America, N.A. Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| Bank of America, N.A. T. Rowe Price Retirement 2030 | Other securities | — | — | $1.1M | 2.1% | |
| Bank of America, N.A. Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| Bank of America, N.A. Vanguard Selected Value Fund | Mutual Funds | — | — | $1.0M | 1.9% | |
| Bank of America, N.A. Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | — | $929K | 1.8% | |
| Bank of America, N.A. Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $833K | 1.6% | |
| Bank of America, N.A. Vanguard Real Estate Index Fund Admiral Shares GM | Common Collective Trusts | — | — | $793K | 1.5% | |
| Bank of America, N.A. Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $716K | 1.4% | |
| Bank of America, N.A. Dodge & Cox Global Bond Fund Class I | Mutual Funds | — | — | $643K | 1.2% | |
| T ROWE PRICE RETIREMENT 2035 MUTUAL FUNDS | Mutual Funds | — | $652K | $634K | 1.2% | |
| Bank of America, N.A. Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $575K | 1.1% | |
| Bank of America, N.A. T. Rowe Price Retirement 2055 | Other securities | — | — | $416K | 0.8% | |
| Bank of America, N.A. PRIMECAP Odyssey Aggressive Growth Fund | Mutual Funds | — | — | $348K | 0.7% | |
| Bank of America, N.A. American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $336K | 0.6% | |
| Bank of America, N.A. Franklin Small-Mid Cap Growth Fund Advisor Class | Mutual Funds | — | — | $304K | 0.6% | |
| Bank of America, N.A. Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $299K | 0.6% | |
| Bank of America, N.A. Vanguard Short-Term Investment-Grade Admiral Shares | Mutual Funds | — | — | $298K | 0.6% | |
| Bank of America, N.A. Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $296K | 0.6% | |
| Bank of America, N.A. T. Rowe Price Retirement 2060 | Other securities | — | — | $284K | 0.5% | |
| Self-Directed Accounts * Bank of America, N.A. Self-Directed Accounts | Self-Directed Brokerage | — | — | $277K | 0.5% | |
| Bank of America, N.A. Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $250K | 0.5% | |
| Bank of America, N.A. Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $237K | 0.4% | |
| Bank of America, N.A. Invesco Developing Markets Fund Class R6 | Mutual Funds | — | — | $133K | 0.3% | |
| Bank of America, N.A. Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $121K | 0.2% | |
| Bank of America, N.A. Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $113K | 0.2% | |
| Bank of America, N.A. Vanguard Selected Value Fund Investor Shares | Mutual Funds | — | — | $109K | 0.2% | |
| Bank of America, N.A. T. Rowe Price Retirement 2050 | Other securities | — | — | $108K | 0.2% | |
| Bank of America, N.A. Vanguard Emerging Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $97K | 0.2% | |
| Bank of America, N.A. PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $47K | <0.1% | |
| Bank of America, N.A. Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $23K | <0.1% | |
| VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS | Common Collective Trusts | — | $23K | $22K | <0.1% | |
| Bank of America, N.A. Vanguard Mid-Cap Index Growth Fund Admiral Shares | Mutual Funds | — | $8K | $9K | <0.1% | |
| Bank of America, N.A. T. Rowe Price Retirement 2065 | Other securities | — | $9K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
