Fort Collins Radiologic Associates, P.C.'s EIN is 84-0706789.
Download the official 2024 Form 5500 (PDF) for Fort Collins Radiologic Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fort Collins Radiologic Associates, 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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 45-5091060 | — | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.3M | 25.4% | |
| Vanguard Interm Term Bd Index Admiral Mutual Fund | Mutual Funds | — | — | $4.6M | 12.5% | |
| Vanguard Developed Mkts Index - Adm Mutual Fund | Mutual Funds | — | — | $4.4M | 12.2% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $4.2M | 11.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $3.4M | 9.3% | |
| Vanguard Emerging Mkts Stock Ind Adm Mutual Fund | Mutual Funds | — | — | $3.3M | 9.1% | |
| Vanguard REIT Index Admiral Mutual Fund | Mutual Funds | — | — | $1.6M | 4.3% | |
| Fidelity Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $1.2M | 3.3% | |
| Vanguard FTSE All-Wld ex-US SmCp Mutual Fund | Mutual Funds | — | — | $1.2M | 3.2% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $853K | 2.3% | |
| DFA Inflation Protected Securities Mutual Fund | Mutual Funds | — | — | $505K | 1.4% | |
| Fidelity Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $441K | 1.2% | |
| Fidelity Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $177K | 0.5% | |
| Inspira Financial Trust Outside Investment | Other securities | — | — | $91K | 0.2% | |
| Participants notes receivable, maturing through August 30, 2029 collateralized by participant accounts, with interest * Participant notes receivable rates of 7.00%-10.50% | Bonds / Notes | — | — | $72K | 0.2% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $21K | <0.1% | |
| DFA Intermediate Govt Fixed Inc Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Value Index Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
