Dean Roylance signed Monterey Peninsula Surgery Center, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monterey Peninsula Surgery Center, LLC's EIN is 77-0470910.
Download the official 2024 Form 5500 (PDF) for Monterey Peninsula Surgery Center, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monterey Peninsula Surgery Center, LLC'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 |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $100K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Developed Mkts Id Adm Mutual fund n/a | Mutual Funds | — | — | $2.1M | 12.1% | |
| Vanguard 500 Index Adm Mutual fund n/a | Common Collective Trusts | — | — | $2.0M | 11.6% | |
| Vanguard Intrm-Trm Bnd Idx Adm Mutual fund n/a | Common Collective Trusts | — | — | $1.5M | 8.7% | |
| Vc I Systematic Growth Fund Mutual fund n/a | Other securities | — | — | $1.4M | 8.3% | |
| Vc I Dividend Value Mutual fund n/a | Other securities | — | — | $1.3M | 7.8% | |
| Fixed Interest Option Fixed annuity n/a | Other securities | — | — | $1.2M | 7.1% | |
| Western Asset Core Plus Bnd Is Mutual fund n/a | Other securities | — | — | $925K | 5.3% | |
| Van Mid Cap Index Adm Mutual fund n/a | Other securities | — | — | $905K | 5.2% | |
| Vc I US Socially Responsible Mutual fund n/a | Other securities | — | — | $732K | 4.2% | |
| American Europacific Growth R6 Mutual fund n/a | Other securities | — | — | $726K | 4.2% | |
| Amerfunds 2045 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $705K | 4.1% | |
| Vanguard SM CP Idx Adm Mutual fund n/a | Common Collective Trusts | — | — | $575K | 3.3% | |
| Janus Henderson Triton N Mutual fund n/a | Mutual Funds | — | — | $571K | 3.3% | |
| Vc I Small Cap Special Value Mutual fund n/a | Other securities | — | — | $374K | 2.2% | |
| Vc I Global Real Estate Mutual fund n/a | Other securities | — | — | $301K | 1.7% | |
| Amerfunds 2055 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $271K | 1.6% | |
| Notes receivable from participants 19 loans - 4.25% to 9.5% n/a | Bonds / Notes | — | — | $259K | 1.5% | |
| Amerfunds 2050 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $248K | 1.4% | |
| Amerfunds 2025 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $238K | 1.4% | |
| Amerfunds 2040 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $161K | 0.9% | |
| Amerfunds 2015 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $152K | 0.9% | |
| Amerfunds 2020 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $109K | 0.6% | |
| Amerfunds 2035 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $99K | 0.6% | |
| Amerfunds 2030 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $98K | 0.6% | |
| Amerfunds 2060 TRGT DT RETR R6 Mutual fund n/a | Other securities | — | — | $59K | 0.3% | |
| Parametric Intl Equity Fd Cl I Mutual fund n/a | 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.
