Wendi Newton signed OB/GYN Affiliates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OB/GYN Affiliates' EIN is 84-1520625.
Download the official 2024 Form 5500 (PDF) for OB/GYN Affiliates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OB/GYN Affiliates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $24K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $10K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $29.0M | 95.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RYAN GUNSAULS & O'DONNELL LLC | 45-5297192 | — | AUDIT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVEST ADV - PLAN | $60K | — |
