Calvin CHEN, D.O. signed Pathology Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pathology Associates' EIN is 77-0113417.
Download the official 2024 Form 5500 (PDF) for Pathology Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pathology Associates' 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 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| interest as of December 31, 2024 | Other securities | — | — | $3.1M | 13.9% | |
| American Funds The Growth Fund of America Class R6 | Mutual Funds | — | — | $3.1M | 13.9% | |
| MONEY MARKET FUND Vanguard Cash Reserves Federal Money Market FA | Mutual Funds | — | — | $3.0M | 13.6% | |
| Fidelity FID Total Market Index Fund | Common Collective Trusts | — | — | $2.6M | 11.5% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.8M | 7.9% | |
| Fidelity FID 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 7.4% | |
| American Funds The Bond Fund of America Class R6 | Mutual Funds | — | — | $1.5M | 6.7% | |
| Fidelity FID Total International Index Fund | Common Collective Trusts | — | — | $819K | 3.7% | |
| Fidelity FID Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $511K | 2.3% | |
| maturing January 2025 through April 2042 | Other securities | — | — | $348K | 1.6% | |
| Fidelity FID Freedom Index 2025 Fund - Investor Class | Mutual Funds | — | — | $348K | 1.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $296K | 1.3% | |
| New York Life Insurance MacKay Convertible Class I | Other securities | — | — | $231K | 1.0% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 | Mutual Funds | — | — | $226K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $219K | 1.0% | |
| Fidelity FID Freedom Index 2060 Fund - Investor Class | Mutual Funds | — | — | $211K | 1.0% | |
| Fidelity FID Small Cap Index Fund | Common Collective Trusts | — | — | $201K | 0.9% | |
| Fidelity FID Freedom Index 2020 Fund - Investor Class | Mutual Funds | — | — | $192K | 0.9% | |
| Fidelity FID Freedom Index Income Fund - Investor Class | Mutual Funds | — | — | $166K | 0.7% | |
| Fidelity FID Freedom Index 2065 Fund - Investor Class | Mutual Funds | — | — | $148K | 0.7% | |
| Fidelity FID Freedom Index 2050 Fund - Investor Class | Mutual Funds | — | — | $125K | 0.6% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $122K | 0.6% | |
| Vanguard Materials Index Fund Admiral Shares ** 961 Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $122K | 0.6% | |
| Fidelity FID Mid Cap Index Fund | Common Collective Trusts | — | — | $105K | 0.5% | |
| Fidelity FID Real Estate Index Fund | Common Collective Trusts | — | — | $93K | 0.4% | |
| Fidelity FID Freedom Index 2055 Fund - Investor Class | Mutual Funds | — | — | $91K | 0.4% | |
| Fidelity FID Freedom Index 2040 Fund - Investor Class | Mutual Funds | — | — | $90K | 0.4% | |
| Fidelity FID Freedom Index 2035 Fund - Investor Class | Mutual Funds | — | — | $83K | 0.4% | |
| Fidelity FID Freedom Index 2030 Fund - Investor Class | Mutual Funds | — | — | $83K | 0.4% | |
| Vanguard Health Care Fund Admiral Shares | Mutual Funds | — | — | $57K | 0.3% | |
| Fidelity FID Freedom Index 2045 Fund - Investor Class | Mutual Funds | — | — | $18K | <0.1% | |
| S American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
