KEN Rogich signed Patient NOW LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patient NOW LLC's EIN is 85-3173767.
Download the official 2024 Form 5500 (PDF) for Patient NOW LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patient NOW LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 98.9% | |
| 12 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $574K | 16.9% | |
| 10 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $555K | 16.3% | |
| 13 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $408K | 12.0% | |
| 23 Voya Retirement Insurance and Annuity Company Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $401K | 11.8% | |
| 11 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $397K | 11.7% | |
| 9 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $246K | 7.2% | |
| 8 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $139K | 4.1% | |
| 26 Voya Retirement Insurance and Annuity Company Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $112K | 3.3% | |
| 27 Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fund | Common Collective Trusts | — | — | $91K | 2.7% | |
| 18 Voya Retirement Insurance and Annuity Company JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $73K | 2.1% | |
| 16 Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $53K | 1.6% | |
| 14 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $41K | 1.2% | |
| 20 Voya Retirement Insurance and Annuity Company JPMorgan US Equity Fund | Common Stocks | — | — | $40K | 1.2% | |
| 21 Voya Retirement Insurance and Annuity Company Janus Henderson Balanced Fund | Mutual Funds | — | — | $38K | 1.1% | |
| 17 Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund | Common Stocks | — | — | $31K | 0.9% | |
| 28 * Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $30K | 0.9% | |
| 24 Voya Retirement Insurance and Annuity Company T. Rowe Price Overseas Stock Fund | Common Stocks | — | — | $29K | 0.9% | |
| 25 Voya Retirement Insurance and Annuity Company Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $25K | 0.7% | |
| 4 Voya Retirement Insurance and Annuity Company BlackRock Total Return Fund | Common Stocks | — | — | $19K | 0.6% | |
| 3 Voya Retirement Insurance and Annuity Company American Century Small Cap Value Fund | Common Stocks | — | — | $18K | 0.5% | |
| 7 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $17K | 0.5% | |
| 1 * Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund | Cash / Money Market | — | — | $16K | 0.5% | |
| 5 Voya Retirement Insurance and Annuity Company Fidelity Advisor International Capital Apprecation Fund | Mutual Funds | — | — | $12K | 0.4% | |
| Notes Receivable from Participants Maturing at various times through 2026 | Other securities | — | — | $9K | 0.3% | |
| 6 Voya Retirement Insurance and Annuity Company Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $8K | 0.2% | |
| 22 Voya Retirement Insurance and Annuity Company MFS Mid Cap Value Fund | Mutual Funds | — | — | $7K | 0.2% | |
| 15 Voya Retirement Insurance and Annuity Company Fidelity Freedom Income Institutional Fund | Mutual Funds | — | — | $7K | 0.2% | |
| 19 Voya Retirement Insurance and Annuity Company JP Morgan Mid Cap Growth Fund | Common Stocks | — | — | $4K | 0.1% | |
| 2 Voya Retirement Insurance and Annuity Company AB Small Cap Growth Portfolio | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.