DOUG Klucevek signed Northwest Surgical Specialists, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest Surgical Specialists, P.C.'s EIN is 91-0866217.
Download the official 2024 Form 5500 (PDF) for Northwest Surgical Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest Surgical Specialists, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INVESTMENT INST. OP. CO. | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Brokeragelink Individually Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $16.5M | 15.7% | |
| JPM LG CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $16.5M | 15.7% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $15.1M | 14.3% | |
| SS TRGT RET 2030 VI FIDELITY MANAGEMENT TRUST COMPANY (FMTC) · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $6.9M | 6.6% | |
| SS TRGT RET 2050 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $5.8M | 5.6% | |
| SS TRGT RET 2040 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $5.6M | 5.4% | |
| VICTORY S EST VAL R6 Registered Investment Company | Common Stocks | — | — | $5.6M | 5.3% | |
| SS TRGT RET 2045 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $4.5M | 4.3% | |
| SS TRGT RET 2035 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $3.4M | 3.2% | |
| MIP CL 1 Collective Trust | Common Collective Trusts | — | — | $2.8M | 2.6% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY (FMTC) · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.8M | 2.6% | |
| SS TRGT RET 2055 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $2.7M | 2.5% | |
| SS TRGT RET 2025 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $1.9M | 1.8% | |
| FID LG CAP VAL IDX Registered Investment Company | Common Collective Trusts | — | — | $1.9M | 1.8% | |
| BR ADV SM CAP CORE K Registered Investment Company | Common Stocks | — | — | $1.6M | 1.5% | |
| PIM TOTAL RT INST Registered Investment Company | Common Stocks | — | — | $1.5M | 1.4% | |
| ARTISAN INTL VAL IS Registered Investment Company | Common Stocks | — | — | $1.5M | 1.4% | |
| UM BEHAVIORAL VAL R6 Registered Investment Company | Common Stocks | — | — | $1.4M | 1.3% | |
| MFS INTL GROWTH R6 Registered Investment Company | Mutual Funds | — | — | $1.2M | 1.2% | |
| SS TRGT RET 2060 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $1.2M | 1.1% | |
| FID SM CAP GR IDX Registered Investment Company | Common Collective Trusts | — | — | $894K | 0.8% | |
| TRP DIVERS MDCP GR I Registered Investment Company | Common Stocks | — | — | $867K | 0.8% | |
| C&S INST REALTY SHS Registered Investment Company | Common Stocks | — | — | $849K | 0.8% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $656K | 0.6% | |
| SS TRGT RET 2020 VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $554K | 0.5% | |
| maturing through August 2031 -0- | Other securities | — | — | $440K | 0.4% | |
| PIM REAL RETURN INST Registered Investment Company | Common Stocks | — | — | $324K | 0.3% | |
| J H BALANCED N Registered Investment Company | Common Stocks | — | — | $183K | 0.2% | |
| SS TRGT RET INC VI STATE STREET BANK & TRUST · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $99K | <0.1% | |
| SS TRGT RET 2065 VI STATE STREET BANK & TRUST · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $65K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
