Brandon Turnbull signed Sutter North Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutter North Medical Group, Inc.'s EIN is 68-0288405.
Download the official 2024 Form 5500 (PDF) for Sutter North Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sutter North Medical Group, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index | Mutual Funds | — | — | $16.3M | 19.4% | |
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $11.1M | 13.2% | |
| GS STABLE VALUE SEL1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.8M | 6.9% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $5.6M | 6.7% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $4.9M | 5.8% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $4.7M | 5.6% | |
| WINSLOW LG CP GR CT SEI TRUST COMPANY · EIN 41-0417830 / PN 131 | Common Collective Trust | — | — | $4.4M | 5.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $4.1M | 4.9% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $3.4M | 4.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.5M | 2.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.2M | 2.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $2.1M | 2.4% | |
| Ameriprise Trust Company Columbia Trust Dividend Income | Common Stocks | — | — | $1.9M | 2.3% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.8M | 2.1% | |
| Principal Funds Principal Small Cap Growth I R6 | Other securities | — | — | $1.7M | 2.0% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.5M | 1.8% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $1.5M | 1.8% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $1.3M | 1.5% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $940K | 1.1% | |
| through March 2029 | Other securities | — | — | $256K | 0.3% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $155K | 0.2% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $106K | 0.1% | |
| Fidelity Investments Fidelity Total Intl Index | Mutual Funds | — | — | $67K | <0.1% | |
| American Beacon American Beacon Small Cap Value R6 | Other securities | — | — | $39K | <0.1% | |
| Fidelity Investments US Bond Index | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Investments Government Money Market Fund K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
