Shawn Dever signed Privia Medical Group Washington, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Privia Medical Group Washington, PLLC's EIN is 91-0862542.
Download the official 2024 Form 5500 (PDF) for Privia Medical Group Washington, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Privia Medical Group Washington, PLLC'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 | -$18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID PURITAN K Mutual Fund | Mutual Funds | — | — | $7.7M | 15.1% | |
| FID FRDM BLD 2030 K6 Mutual Fund | Mutual Funds | — | — | $4.2M | 8.2% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.0M | 7.8% | |
| FID CONTRAFUND K Mutual Fund | Mutual Funds | — | — | $3.9M | 7.5% | |
| FID BLUE CHIP GR K Mutual Fund | Mutual Funds | — | — | $2.8M | 5.5% | |
| FID FRDM BLD 2035 K6 Mutual Fund | Mutual Funds | — | — | $2.4M | 4.8% | |
| FID FRDM BLD 2050 K6 Mutual Fund | Mutual Funds | — | — | $2.3M | 4.4% | |
| FID FRDM BLD 2045 K6 Mutual Fund | Mutual Funds | — | — | $2.0M | 3.9% | |
| MFS INTL EQUITY R6 Mutual Fund | Mutual Funds | — | — | $2.0M | 3.8% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $1.8M | 3.5% | |
| FID GOVT MMRK PRM Money Market Fund | Mutual Funds | — | — | $1.8M | 3.5% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.7M | 3.3% | |
| FID TOTAL MKT IDX Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.7% | |
| FID FRDM BLD 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 2.0% | |
| LOOMIS CORE PL BD N Mutual Fund | Other securities | — | — | $1.0M | 2.0% | |
| FID LOW PRICED STK K Mutual Fund | Mutual Funds | — | — | $965K | 1.9% | |
| FID CAPITAL & INCOME Mutual Fund | Mutual Funds | — | — | $914K | 1.8% | |
| VANG MDCPGR IDX ADM Mutual Fund | Common Collective Trusts | — | — | $854K | 1.7% | |
| FID FRDM BLD 2025 K6 Mutual Fund | Mutual Funds | — | — | $828K | 1.6% | |
| FID FRDM BLD 2060 K6 Mutual Fund | Mutual Funds | — | — | $799K | 1.6% | |
| FID FRDM BLD 2020 K6 Mutual Fund | Mutual Funds | — | — | $727K | 1.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $700K | 1.4% | |
| FID FRDM BLD 2055 K6 Mutual Fund | Mutual Funds | — | — | $643K | 1.3% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $456K | 0.9% | |
| OAKMARK INTL INV Mutual Fund | Other securities | — | — | $433K | 0.8% | |
| JPM EQUITY INCOME R4 Mutual Fund | Other securities | — | — | $332K | 0.6% | |
| FID GOVT MMKT Money Market Fund ** 397 * FID INTL SM CAP OPP Mutual Fund | Mutual Funds | — | — | $298K | 0.6% | |
| FID FRDM BLD INC K6 Mutual Fund | Mutual Funds | — | — | $289K | 0.6% | |
| FID INTL CAP APPR K6 Mutual Fund | Mutual Funds | — | — | $170K | 0.3% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $126K | 0.2% | |
| BR ADV SM CAP CORE K Mutual Fund | Other securities | — | — | $63K | 0.1% | |
| FID FRDM BLD 2065 K6 Mutual Fund | Mutual Funds | — | — | $51K | <0.1% | |
| FID FRDM BLD 2015 K6 Mutual Fund | Mutual Funds | — | — | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
