Sandra Longoria signed Texas Diabetes & Endocrinology PA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Diabetes & Endocrinology PA's EIN is 74-2999300.
Download the official 2024 Form 5500 (PDF) for Texas Diabetes & Endocrinology PA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Diabetes & Endocrinology PA'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | COVOMGTPM, KY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | 61-1758632 | — | ADVISOR | $12K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $16.6M | 96.6% | |
| Fidelity Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $3.0M | 17.4% | |
| Fidelity Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 15.2% | |
| Fidelity Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $2.0M | 11.5% | |
| Fidelity Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $1.9M | 11.2% | |
| Fidelity 500 Inex Mutual Fund | Mutual Funds | — | — | $1.4M | 7.9% | |
| Fidelity Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 7.4% | |
| Fidelity Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.8% | |
| Fidelity Blue Chip GR K6 Mutual Fund | Mutual Funds | — | — | $797K | 4.6% | |
| Self-Directed Brokerage Accts Self Directed Account | Self-Directed Brokerage | — | — | $782K | 4.6% | |
| Fidelity Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $233K | 1.4% | |
| Fidelity Global EX US IDX Mutual Fund | Common Collective Trusts | — | — | $204K | 1.2% | |
| Fidelity Mid Cap IDX Mutual Fund | Common Collective Trusts | — | — | $183K | 1.1% | |
| Fidelity Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $180K | 1.0% | |
| Fidelity Small Cap IDX Mutual Fund | Common Collective Trusts | — | — | $177K | 1.0% | |
| Fidelity Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $144K | 0.8% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $119K | 0.7% | |
| Participant Loans Int Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $119K | 0.7% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $117K | 0.7% | |
| Fidelity Government MMK K6 Mutual Fund | Mutual Funds | — | — | $77K | 0.5% | |
| Fidelity Intl Cap Appr K6 Mutual Fund | Mutual Funds | — | — | $61K | 0.4% | |
| Fidelity US Bond IDX Mutual Fund | Common Collective Trusts | — | — | $41K | 0.2% | |
| Pimco Income Inst Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| DFA Small Cap Growth Inst Mutual Fund | Mutual Funds | — | — | $29K | 0.2% | |
| & S Realty Shares Z Mutual Fund 329 American Century Md Cap Val R6 Mutual Fund | Other securities | — | — | $29K | 0.2% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $25K | 0.1% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| FIDELITY INVESTMENTS INSTITUTIONAL FIDELITY INVESTMENTS CASH ACCOUNT · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Allspring Spl Sm Cap Val R6 Mutual Fund 737 JPMorgan Lg Cap Growth R6 Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| WEXFORD, PA |
| ADVISOR |
| $294 |
| — |
