Chermaine N Sheyko signed Western Nephrology & Metabolic BONE Disease, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Nephrology & Metabolic BONE Disease, P.C.'s EIN is 84-1460205.
Download the official 2024 Form 5500 (PDF) for Western Nephrology & Metabolic BONE Disease, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Nephrology & Metabolic BONE Disease, P.C.'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 | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.9M | 15.1% | |
| Doge & Cox Dodge & Cox Stock X | Mutual Funds | — | — | $4.3M | 13.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $3.1M | 9.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.8M | 8.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $2.1M | 6.4% | |
| Vanguard Target Retirement 2070 Inv 79 Fidelity Total International Index | Mutual Funds | — | — | $1.6M | 4.8% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.4M | 4.2% | |
| ARTISAN INTERNATIONAL GROWTH TRUST SEI TRUST COMPANY · EIN 06-1050034 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.2M | 3.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $1.1M | 3.2% | |
| Hotchkis & Wiley Hotchkis & Wiley High Yield I | Other securities | — | — | $821K | 2.5% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $759K | 2.3% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $673K | 2.1% | |
| Dimensional DFA Global Real Estate Securities Port | Mutual Funds | — | — | $664K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $633K | 1.9% | |
| Victory Capital Victory Sycamore Small Co Opportunity I | Common Stocks | — | — | $618K | 1.9% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $608K | 1.9% | |
| Fidelity Short Term Bond Idx Instl Prm | Common Collective Trusts | — | — | $592K | 1.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $474K | 1.5% | |
| Gabelli US Treasury MMkt AAA | U.S. Treasuries | — | — | $340K | 1.0% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $325K | 1.0% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $284K | 0.9% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $276K | 0.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $204K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $166K | 0.5% | |
| various maturity dates) | Other securities | — | — | $77K | 0.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| COOK STREET CONSULTING INC | — | GREENWOORD VILLAGE, CO | INVESTMENT ADVISOR | $15K | — |
| MORGAN STANLEY CAPITAL MANAGEMENT I | — | OAKLAND, CA | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROCK AND COMPANY CPAS PC | — | BOULDER, CO | AUDITOR | $13K | — |
