AMY Hill signed Bend Surgery Center, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bend Surgery Center, LLC's EIN is 91-1772048.
Download the official 2024 Form 5500 (PDF) for Bend Surgery Center, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bend Surgery Center, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPG FINANCIAL ADVISORS LLC | 20-5282002 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 14.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 13.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $935K | 8.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $920K | 8.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $799K | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $577K | 5.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $385K | 3.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $291K | 2.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $272K | 2.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $238K | 2.2% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $179K | 1.7% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $152K | 1.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $147K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $140K | 1.3% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $115K | 1.1% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $102K | 0.9% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $80K | 0.7% | |
| JH INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $80K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| BLACKROCK STRAT GLOBAL BOND I | Registered Investment Companies | — | — | $68K | 0.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $67K | 0.6% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $44K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $43K | 0.4% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $38K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $35K | 0.3% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $25K | 0.2% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $12K | 0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
