Meredith Hileman signed The Aurray Group, Inc. d/b/a Sutter West Bay Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Aurray Group, Inc. d/b/a Sutter West Bay Medical Group's EIN is 91-1875960.
Download the official 2024 Form 5500 (PDF) for The Aurray Group, Inc. d/b/a Sutter West Bay Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Aurray Group, Inc. d/b/a Sutter West Bay Medical Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE OCEAN | 20-5742052 | — | NONE | $7K | — |
| ABOUND WEALTH MANAGEMENT LLC |
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.
| 81-4120898 |
| — |
| NONE |
| $6K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $747 | — |
