Paul C. Davis signed Advanced Cardiovascular Specialists LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Cardiovascular Specialists LLC's EIN is 82-1064121.
Download the official 2024 Form 5500 (PDF) for Advanced Cardiovascular Specialists LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Cardiovascular Specialists 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $11.8M | 24.9% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $6.8M | 14.5% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $6.8M | 14.4% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $4.7M | 10.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.1M | 4.4% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.3M | 2.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.3M | 2.7% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $1.2M | 2.6% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.1M | 2.3% | |
| Putnam Growth Opportunities R6 | Mutual Funds | — | — | $743K | 1.6% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $492K | 1.0% | |
| Fixed Annuity * Great-West Life & Annuity Key Guaranteed Portfolio Fund | Other securities | — | — | $420K | 0.9% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $375K | 0.8% | |
| Great-West T. Rowe Price Mid Cap Gr Inst | Other securities | — | — | $345K | 0.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $321K | 0.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $319K | 0.7% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $301K | 0.6% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $249K | 0.5% | |
| Putnam Dynamic Asset Allocation Growth | Mutual Funds | — | — | $247K | 0.5% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $202K | 0.4% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $196K | 0.4% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $193K | 0.4% | |
| Prudential Total Return Bond Q | Other securities | — | — | $170K | 0.4% | |
| Vanguard Total Stock Index | Mutual Funds | — | — | $129K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $95K | 0.2% | |
| Prudential High-yield Q | Other securities | — | — | $93K | 0.2% | |
| JPMorgan US Small Company R6 | Common Stocks | — | — | $72K | 0.2% | |
| Invesco Oppenheimer International Growth | Mutual Funds | — | — | $59K | 0.1% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $40K | <0.1% | |
| Vanguard Reit Index Adm | Mutual Funds | — | — | $39K | <0.1% | |
| Vanguard Short-term Bond Index | Mutual Funds | — | — | $38K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $31K | <0.1% | |
| Brandywine Global Opps Bond IS | Other securities | — | — | $24K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $24K | <0.1% | |
| Clearbridge Mid-cap Class IS ** 534 DFA International Core Equity | Mutual Funds | — | — | $23K | <0.1% | |
| Putnam Primecap Odyssey Growth | Mutual Funds | — | — | $19K | <0.1% | |
| Putnam Dynamic Asset Allocation Consv | Mutual Funds | — | — | $11K | <0.1% | |
| Pimco Income Instl | Mutual Funds | — | — | $10K | <0.1% | |
| Putnam International Equity R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Janus Henderson Small Cap Value N | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STEWARD PARNTERS INVESTMENTS ADVIS | — | BOSTON, MA | INVESTMENT ADVISOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES, INC. | 62-1477251 | BRENTWOOD, TN | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TMCE LLP | — | SHREVEPORT, LA | AUDITOR | $10K | — |
