Jason Shook signed US Oncology Corporate, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Oncology Corporate, Inc.'s EIN is 75-2131429.
Download the official 2024 Form 5500 (PDF) for US Oncology Corporate, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Oncology Corporate, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $72K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON AND MELTON | 74-1550819 | — | ACCOUNTANT/AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fiam Trust Company Blue Chip Growth Commingled Pool Class O | Common Collective Trusts | — | — | $183.1M | 15.8% | |
| FID BLUE CHP GR CP O FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $183.1M | 15.8% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $163.5M | 14.1% | |
| T. Rowe Price Retirement 2040 K | Other securities | — | — | $76.1M | 6.6% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $76.1M | 6.6% | |
| Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $71.9M | 6.2% | |
| T. Rowe Price Retirement 2030 K | Other securities | — | — | $70.2M | 6.1% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $70.2M | 6.1% | |
| T. Rowe Price Retirement 2035 K | Other securities | — | — | $69.2M | 6.0% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $69.2M | 6.0% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $67.3M | 5.8% | |
| T. Rowe Price Retirement 2045 K | Other securities | — | — | $49.0M | 4.2% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $49.0M | 4.2% | |
| T. Rowe Price Retirement 2050 K | Other securities | — | — | $43.4M | 3.8% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $43.4M | 3.8% | |
| Fiam Trust Company Small Capitalization Core Commingled Pool Class H | Common Collective Trusts | — | — | $42.2M | 3.6% | |
| FIAM SM CAP COR CL H FIAM TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $42.2M | 3.6% | |
| TRP STABLE VALUE M T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $41.2M | 3.6% | |
| T. Rowe Price Retirement 2025 K | Other securities | — | — | $38.3M | 3.3% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $38.3M | 3.3% | |
| Capital Group EuroPacific Growth U4 | Common Stocks | — | — | $37.2M | 3.2% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $37.2M | 3.2% | |
| Wellington Trust Company Core Bond Plus (Series 4) Portfolio | Common Stocks | — | — | $30.3M | 2.6% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $30.3M | 2.6% | |
| T. Rowe Price Retirement 2055 K | Other securities | — | — | $22.6M | 2.0% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $22.6M | 2.0% | |
| T. Rowe Price Retirement 2020 K | Other securities | — | — | $21.6M | 1.9% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $21.6M | 1.9% | |
| State Street Mid Cap Index Securities Lending Series Fund Class II | Other securities | — | — | $19.0M | 1.6% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.0M | 1.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $14.0M | 1.2% | |
| State Street U.S. Short-Term Government/Credit Bond Index Securities Lending Series Fund Class II | U.S. Treasuries | — | — | $11.7M | 1.0% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 425 | Common Collective Trust | — | — | $11.7M | 1.0% | |
| State Street All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II | Other securities | — | — | $11.2M | 1.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $11.2M | 1.0% | |
| T. Rowe Price Retirement 2060 K | Other securities | — | — | $10.5M | 0.9% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.9% | |
| Participant Loans 4.25% - 9.5% 0 | Bonds / Notes | — | — | $7.6M | 0.7% | |
| T. Rowe Price Retirement 2015 K | Other securities | — | — | $5.3M | 0.5% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.5% | |
| T. Rowe Price Retirement 2010 K | Other securities | — | — | $4.3M | 0.4% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.4% | |
| T. Rowe Price Retirement 2005 K | Other securities | — | — | $2.9M | 0.3% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.3% | |
| T. Rowe Price Retirement 2065 K | Other securities | — | — | $1.7M | 0.1% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $92K | <0.1% | |
| SS US ST GOVCR BD II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 050 | Common Collective Trust | — | — | $0 | <0.1% |
