Samantha Howard signed Olean Medical Practice PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olean Medical Practice PLLC's EIN is 88-1324896.
Download the official 2024 Form 5500 (PDF) for Olean Medical Practice PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olean Medical Practice PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $103K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VITC | Other securities | — | — | $7.9M | 23.5% | |
| VRIAC | Other securities | — | — | $3.9M | 11.5% | |
| T. Rowe Price | Other securities | — | — | $2.7M | 8.1% | |
| American Funds | Mutual Funds | — | — | $2.4M | 7.1% | |
| T. Rowe Price | Other securities | — | — | $2.0M | 5.9% | |
| VITC | Other securities | — | — | $1.5M | 4.4% | |
| VITC | Other securities | — | — | $1.4M | 4.1% | |
| Putnam | Mutual Funds | — | — | $1.3M | 4.0% | |
| VRIAC | Other securities | — | — | $1.3M | 3.8% | |
| Victory Integrity | Other securities | — | — | $1.2M | 3.5% | |
| American Funds | Mutual Funds | — | — | $1.1M | 3.2% | |
| T. Rowe Price | Other securities | — | — | $868K | 2.6% | |
| American Funds | Mutual Funds | — | — | $772K | 2.3% | |
| American Funds | Mutual Funds | — | — | $643K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $632K | 1.9% | |
| T. Rowe Price | Other securities | — | — | $556K | 1.7% | |
| Vanguard | Mutual Funds | — | — | $505K | 1.5% | |
| T. Rowe Price | Other securities | — | — | $479K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $362K | 1.1% | |
| VITC | Other securities | — | — | $341K | 1.0% | |
| VITC | Other securities | — | — | $332K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $332K | 1.0% | |
| VITC | Other securities | — | — | $262K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $223K | 0.7% | |
| Olean Medical Practice PLLC Retirement Plan | Other securities | — | — | $163K | 0.5% | |
| MFS | Mutual Funds | — | — | $145K | 0.4% | |
| T. Rowe Price | Other securities | — | — | $125K | 0.4% | |
| VITC | Other securities | — | — | $101K | 0.3% | |
| Pimco | Mutual Funds | — | — | $99K | 0.3% | |
| American Funds | Mutual Funds | — | — | $51K | 0.2% | |
| VITC | Other securities | — | — | $7K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FREED MAXICK CPA |
| 45-4051133 |
| — |
| SERVICE PROVIDER |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILLIPS LYTLE LLP | 16-0505790 | — | SERVICE PROVIDER | $7K | — |
