Ashley KNOX signed American Oncology Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Oncology Network, Inc.'s EIN is 85-3984427.
Download the official 2024 Form 5500 (PDF) for American Oncology Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Oncology Network, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.4M | 16.4% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $13.6M | 13.6% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $11.2M | 11.2% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $8.5M | 8.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $8.4M | 8.4% | |
| Vanguard Total Stock Market Index Adm Fd 47,373 | Common Collective Trusts | — | — | $6.7M | 6.7% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.7M | 4.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.6M | 3.6% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.4M | 3.4% | |
| Participant Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $3.3M | 3.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| MFS Growth R6 Fund 8,739 | Mutual Funds | — | — | $1.8M | 1.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| Vanguard Mid-Cap Index Fund Adm 4,083 | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Vanguard Small-Cap Index Fund Adm 10,452 | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| PGIM Total Return Bond Fund R6 97,044 | Other securities | — | — | $1.1M | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $921K | 0.9% | |
| Vanguard Total Bond Market Index Fund Adm 96,766 | Common Collective Trusts | — | — | $917K | 0.9% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $908K | 0.9% | |
| PIMCO Income Institutional Fund 79,066 | Mutual Funds | — | — | $832K | 0.8% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $762K | 0.8% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $666K | 0.7% | |
| Vanguard Total International Stock Index Fund Adm 20,768 | Common Collective Trusts | — | — | $658K | 0.7% | |
| Principal LargeCap S&P 500 Index Sep Acct NE 3,865 | Pooled Separate Accounts | — | — | $576K | 0.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $576K | 0.6% | |
| Invesco Oppenheimer Discovery Fund R6 4,278 | Mutual Funds | — | — | $537K | 0.5% | |
| JOHN HANCOCK DISC VL MDCP B5 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $492K | 0.5% | |
| DFA US Targeted Value I Fund 13,184 | Mutual Funds | — | — | $453K | 0.5% | |
| American Funds EuroPac Growth Fund R6 7,423 | Mutual Funds | — | — | $399K | 0.4% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $246K | 0.2% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $214K | 0.2% | |
| Goldman Sachs International Small Cap Insights 15,140 | Other securities | — | — | $186K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $177K | 0.2% | |
| Allspring Core Bond Fund R6 16,215 | Other securities | — | — | $177K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $155K | 0.2% | |
| STABLE VALUE FIXD INC CIT CL 1 ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $129K | 0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $103K | 0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $98K | <0.1% | |
| (E) | Other securities | — | — | $98K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $95K | <0.1% | |
| (E) | Other securities | — | — | $95K | <0.1% | |
| (E) | Other securities | — | — | $9K | <0.1% | |
| Nuveen Real Estate Securities Fund R6 578 | Mutual Funds | — | — | $9K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
