Renee Ward signed Colorado Springs Radiologists, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colorado Springs Radiologists, P.C.'s EIN is 84-0607791.
Download the official 2024 Form 5500 (PDF) for Colorado Springs Radiologists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colorado Springs Radiologists, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EP WEALTH ADVISORS LLC | 33-0152539 | — | NONE | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Charles Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $9.6M | 19.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.0M | 9.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.5M | 9.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.4% | |
| Vanguard Large Cap Index Mutual fund | Mutual Funds | — | — | $2.9M | 5.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.4% | |
| Fidelity Total International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.8M | 3.7% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $1.8M | 3.6% | |
| Prudential Total Return Bond Mutual fund | Other securities | — | — | $1.3M | 2.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| Vanguard Small Cap Index Mutual fund | Mutual Funds | — | — | $984K | 2.0% | |
| Vanguard REIT Index Mutual fund | Mutual Funds | — | — | $843K | 1.7% | |
| Vanguard Total Bond Market Index Mutual fund | Mutual Funds | — | — | $796K | 1.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $717K | 1.4% | |
| Vanguard Total Int'l Bond Index - Admiral Mutual fund | Mutual Funds | — | — | $634K | 1.3% | |
| Vanguard Small Cap Value Index Mutual fund | Mutual Funds | — | — | $582K | 1.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $530K | 1.1% | |
| Vanguard Equity Income Mutual fund | Mutual Funds | — | — | $502K | 1.0% | |
| Vanguard Mid-Cap Index Mutual fund | Mutual Funds | — | — | $499K | 1.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $488K | 1.0% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $448K | 0.9% | |
| Vanguard Inflation Protected Securities Mutual fund | Mutual Funds | — | — | $355K | 0.7% | |
| June 13, 2025 through May 13, 2033 | Other securities | — | — | $350K | 0.7% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $280K | 0.6% | |
| Janus Henderson Triton Mutual fund | Mutual Funds | — | — | $210K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual fund | Other securities | — | — | $127K | 0.3% | |
| Prudential High Yield Mutual fund | Other securities | — | — | $95K | 0.2% | |
| Prudential Global Total Return Mutual fund | Other securities | — | — | $62K | 0.1% | |
| Vanguard Fed Money Market Fund Mutual fund | Mutual Funds | — | — | $57K | 0.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% | |
| Vanguard Wellesley Income Admiral Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| Principal Div Real Asset R6 Mutual fund | Other securities | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | NONE | $47K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $526 | — |
