Charles Smith signed Mountain West Anesthesia, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain West Anesthesia, L.L.C.'s EIN is 87-0545614.
Download the official 2024 Form 5500 (PDF) for Mountain West Anesthesia, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain West Anesthesia, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISOR S, INC | 87-0513295 | — | ADVISOR | $159K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $69.9M | 53.4% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $13.2M | 10.1% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $8.1M | 6.2% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $7.3M | 5.6% | |
| Fidelity Investments FID FDM IDX 2045 PRM | Common Collective Trusts | — | — | $6.8M | 5.2% | |
| Fidelity Investments FID FDM IDX 2040 PRM | Common Collective Trusts | — | — | $3.8M | 2.9% | |
| Fidelity Investments FID GOVT MMKT | Mutual Funds | — | — | $3.3M | 2.5% | |
| Fidelity Investments FID FDM IDX 2050 PRM | Common Collective Trusts | — | — | $3.1M | 2.4% | |
| Fidelity Investments FID FDM IDX 2035 PRM | Common Collective Trusts | — | — | $2.1M | 1.6% | |
| Fidelity Investments FID FDM IDX 2025 PRM | Common Collective Trusts | — | — | $1.9M | 1.5% | |
| Fidelity Investments FID BLUE CHIP GR K6 | Mutual Funds | — | — | $1.9M | 1.4% | |
| Fidelity Investments FID FDM IDX 2030 PRM | Common Collective Trusts | — | — | $1.4M | 1.1% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $946K | 0.7% | |
| Putnam Investments PUTN LG CAP VAL R6 | Mutual Funds | — | — | $670K | 0.5% | |
| Fidelity Investments FID FDM IDX 2055 PRM | Common Collective Trusts | — | — | $654K | 0.5% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $642K | 0.5% | |
| MFS Investment Management MFS INTL DIVRSN R6 | Mutual Funds | — | — | $549K | 0.4% | |
| Fidelity Investments FID FDM IDX 2065 PRM | Common Collective Trusts | — | — | $401K | 0.3% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $357K | 0.3% | |
| PGIM investments PGIM TOTAL TRN BD R6 | Other securities | — | — | $357K | 0.3% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $317K | 0.2% | |
| Pacific Investment Management Co LLC PIMCO INCOME INST | Mutual Funds | — | — | $287K | 0.2% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $273K | 0.2% | |
| Victory Capital Investments VICTORY S EST VAL R6 | Other securities | — | — | $230K | 0.2% | |
| Fidelity Investments FID FDM IDX 2020 PRM | Common Collective Trusts | — | — | $214K | 0.2% | |
| American Century AM CENT SM CAP GR R6 | Other securities | — | — | $178K | 0.1% | |
| J.P. Morgan Asset Management UM BEHAVIORAL VAL R6 | Other securities | — | — | $160K | 0.1% | |
| Notes receivable from participants Participant loans, maturing through 2029 at interest rates of 7.50% – 10.50% -0- | Bonds / Notes | — | — | $150K | 0.1% | |
| Principal Funds, Inc. PIF REAL EST SEC R6 | Common Stocks | — | — | $144K | 0.1% | |
| Fidelity Investments FIDELITY US BOND INDX | Mutual Funds | — | — | $120K | <0.1% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $94K | <0.1% | |
| Fidelity Investments FID FDM IDX 2060 PRM | Common Collective Trusts | — | — | $69K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $67K | <0.1% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $56K | <0.1% | |
| BlackRock BLKRK HIGH YLD BD K | Other securities | — | — | $8K | <0.1% | |
| Fidelity Investments FID FDM IDX 2010 PRM | Common Collective Trusts | — | — | $3K | <0.1% | |
| Janus Henderson Enterprise J H DEV WORLD BOND N | Mutual Funds | — | — | $2K | <0.1% |
