Susan Spier signed PIMA Heart Physicians, P.C.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PIMA Heart Physicians, P.C.'s EIN is 86-0888560.
Download the official 2022 Form 5500 (PDF) for PIMA Heart Physicians, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)PIMA Heart Physicians, P.C.'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 |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TC AMERITRADE, INC. | 82-0543156 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Brokerage Acct CASH IN TRANSIT | Cash / Money Market | — | — | $36.0M | 96.3% | |
| INVESTMENTS Self-Directed Registered Investment Company ^ | Self-Directed Brokerage | — | — | $922K | 2.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant Loans 4.25 to 7% ^ | Participant loans | — | — | $470K | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS | 75-3146899 | — | INVESTMENT/FINANCIAL ADV | $64K | — |
