Adrian Paul Aucoin signed Anesthesiology Group Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anesthesiology Group Associates, Inc.'s EIN is 72-0727296.
Download the official 2024 Form 5500 (PDF) for Anesthesiology Group Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anesthesiology Group Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $51 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB TOTAL STK MARKET INDEX | Mutual Funds | — | — | $9.7M | 20.5% | |
| VANGUARD TTL BOND MKT INDEX | Mutual Funds | — | — | $6.3M | 13.3% | |
| PCRA | Self-Directed Brokerage | — | — | $5.9M | 12.4% | |
| VANGUARD GROWTH INDEX | Mutual Funds | — | — | $5.2M | 11.1% | |
| SCHWAB INTERNATIONAL INDEX | Mutual Funds | — | — | $4.0M | 8.5% | |
| VANGUARD VALUE INDEX | Mutual Funds | — | — | $3.0M | 6.2% | |
| SCHWAB BANK SAVINGS | Mutual Funds | — | — | $2.2M | 4.6% | |
| VANGUARD EMRG MKTS INDEX | Mutual Funds | — | — | $2.1M | 4.5% | |
| VANGUARD MID CAP INDEX | Mutual Funds | — | — | $1.2M | 2.6% | |
| VANGUARD INT TERM GOVTBD INDEX | Mutual Funds | — | — | $1.1M | 2.3% | |
| VANGUARD MID CAP VALUE INDEX | Mutual Funds | — | — | $1.0M | 2.2% | |
| VANGUARD SMALL CAP VAL INDEX | Mutual Funds | — | — | $851K | 1.8% | |
| SCHWAB FDMTL INTL LG CO INDEX | Mutual Funds | — | — | $846K | 1.8% | |
| SCHWAB SMALL CAP INDEX | Mutual Funds | — | — | $844K | 1.8% | |
| VANGUARD REAL ESTATE INDEX | Mutual Funds | — | — | $841K | 1.8% | |
| VANDUARD SMALL CAP GRTH INDEX | Other securities | — | — | $787K | 1.7% | |
| VANGUARD MID CAP GROWTH INDEX | Mutual Funds | — | — | $535K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS | Other securities | — | — | $207K | 0.4% | |
| SCHWAB FDMTL INT SM MD INDEX | Mutual Funds | — | — | $132K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
