Brian Dobyns signed Southeast Valley Gastroenterology Consultants, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeast Valley Gastroenterology Consultants, P.C.'s EIN is 86-0737298.
Download the official 2024 Form 5500 (PDF) for Southeast Valley Gastroenterology Consultants, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southeast Valley Gastroenterology Consultants, 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 | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALAS, TX | INVESTMENT ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| . BlackRock LifePath Index Retirement Fund Mutual Funds | Other securities | — | — | $4.5M | 38.5% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.6M | 30.8% | |
| BlackRock LifePath Index 2040 Fund Mutual Funds | Other securities | — | — | $990K | 8.4% | |
| BlackRock LifePath Index 2035 Fund Mutual Funds | Other securities | — | — | $483K | 4.1% | |
| BlackRock LifePath Index 2030 Fund Mutual Funds | Other securities | — | — | $464K | 3.9% | |
| BlackRock LifePath Index 2055 Fund Mutual Funds | Other securities | — | — | $450K | 3.8% | |
| Self-Directed Brokerage Self-directed brokerage funds | Self-Directed Brokerage | — | — | $346K | 2.9% | |
| BlackRock LifePath Index 2045 Fund Mutual Funds | Other securities | — | — | $335K | 2.8% | |
| BlackRock LifePath Index 2050 Fund Mutual Funds | Other securities | — | — | $247K | 2.1% | |
| BlackRock LifePath Index 2060 Fund Mutual Funds | Other securities | — | — | $152K | 1.3% | |
| Participant loans Interest rate from 9.00% to 9.50% $0 | Bonds / Notes | — | — | $50K | 0.4% | |
| BlackRock LifePath Index 2065 Fund Mutual Funds | Other securities | — | — | $40K | 0.3% | |
| MFS Income Fund Mutual Funds 130 Janus Henderson Enterprise Fund Mutual Funds 127 Nuveen Mid Cap Value Opportunities Fund Mutual Funds 126 * Empower Fixed Account - Series Class Fully benefit-responsive investment contract | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $16K | 0.1% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $12K | 0.1% | |
| JPMorgan Large Cap Growth Fund Mutual Funds | Other securities | — | — | $12K | 0.1% | |
| Putnam Large Cap Value Fund Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM US Real Estate Fund Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
