Troy Raburn signed The Delta Pathology Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Delta Pathology Group, LLC's EIN is 72-0933293.
Download the official 2024 Form 5500 (PDF) for The Delta Pathology Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Delta Pathology Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | INVESTMENT ADVISORY-PLAN | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $10.6M | 16.1% | |
| Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $10.4M | 15.9% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $7.3M | 11.1% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $6.6M | 10.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $6.1M | 9.3% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $4.5M | 6.8% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $4.0M | 6.1% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $3.6M | 5.4% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $2.9M | 4.5% | |
| General Account Fixed Account | Other securities | — | — | $2.9M | 4.4% | |
| STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $2.5M | 3.8% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $2.3M | 3.5% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $2.3M | 3.5% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $1.8M | 2.7% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $1.7M | 2.6% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $1.0M | 1.6% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $946K | 1.4% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $798K | 1.2% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $757K | 1.2% | |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $618K | 0.9% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $483K | 0.7% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $238K | 0.4% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $77K | 0.1% | |
| Transamerica RetireOnTrk 2065 Pooled Separate Account | Pooled Separate Accounts | — | — | $76K | 0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $60K | <0.1% | |
| State Street Partner Series Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 501 | Pooled Separate Account | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $63 | — |
