Michael Sabin signed GEM State Radiology LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEM State Radiology LLP's EIN is 82-6041596.
Download the official 2024 Form 5500 (PDF) for GEM State Radiology LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEM State Radiology LLP's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0646988 | — | INVESTMENT ADVISOR | $59K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $40K | — |
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.2M | 97.9% | |
| BLACKROCK EQUITY INDEX I GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $183K | 0.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $54K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $38K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $17K | <0.1% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $10K | <0.1% | |
| BLACKROCK US DEBT INDEX I GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $7K | <0.1% |