Molly Tilley signed Bend Memorial Clinic, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bend Memorial Clinic, P.C.'s EIN is 68-0637976.
Download the official 2024 Form 5500 (PDF) for Bend Memorial Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bend Memorial Clinic, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $23.2M | 37.5% | |
| MFS | Mutual Funds | — | — | $5.4M | 8.7% | |
| Fidelity Investments | Mutual Funds | — | — | $4.2M | 6.8% | |
| Fidelity Investments | Mutual Funds | — | — | $4.0M | 6.5% | |
| JP Morgan | Other securities | — | — | $3.8M | 6.1% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.9M | 4.6% | |
| Fidelity Investments | Mutual Funds | — | — | $2.2M | 3.6% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 3.2% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 3.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 2.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.5M | 2.4% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $673K | 1.1% | |
| MFS | Mutual Funds | — | — | $585K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $505K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $403K | 0.7% | |
| Amcent | Other securities | — | — | $287K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $225K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $219K | 0.4% | |
| Participant Loans | Participant loans | — | — | $203K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $125K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $120K | 0.2% | |
| PGIM | Other securities | — | — | $101K | 0.2% | |
| Lord Abbett | Mutual Funds | — | — | $95K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $59K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
