Darren Burgess signed Amsurg, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amsurg, LLC's EIN is 82-2995615.
Download the official 2024 Form 5500 (PDF) for Amsurg, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amsurg, LLC's plan includes a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
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 | $183K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $25.1M | 11.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.0M | 8.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.8M | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $17.7M | 7.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $16.9M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.5% | |
| T. Rowe Price Large Cap Growth Fund I Class | Other securities | — | — | $15.1M | 6.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.9M | 4.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.2% | |
| Invesco Stable Value Fund B1 | Stable Value | — | — | $7.6M | 3.3% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.3% | |
| Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $7.5M | 3.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.1M | 2.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $4.8M | 2.1% | |
| Dimensional Fund Advisors US Targeted Value Class I | Mutual Funds | — | — | $4.6M | 2.0% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $3.8M | 1.7% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $3.8M | 1.7% | |
| Fidelity International Discovery K6 Fund | Mutual Funds | — | — | $3.1M | 1.4% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.1M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Dimensional Fund Advisors Inflation-Protected Securities Class I | Mutual Funds | — | — | $857K | 0.4% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $457K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $235K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.