Physicians Endoscopy, LLC's EIN is 91-1882702.
Download the official 2024 Form 5500 (PDF) for Physicians Endoscopy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Physicians Endoscopy, 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 |
|---|---|---|---|---|---|
| FIDELITY INVST INTNL OPRTN CO. LLC | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX FD VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $15.8M | 25.1% | |
| VANGUARD INST EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $8.3M | 13.2% | |
| STATE STREET GLOB U.S. BOND INDEX N STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $5.7M | 9.0% | |
| VANGUARD FTC TARGET 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $5.2M | 8.3% | |
| VANGUARD FTC TARGET 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $5.0M | 8.0% | |
| VANGUARD FTC TARGET 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.2% | |
| VANGUARD FTC TARGET 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.7% | |
| VANGUARD FTC TARGET 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.8% | |
| STATE STREET GLOB ALL CAP EQ EX USA STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $2.3M | 3.6% | |
| VANGUARD FTC TARGET 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| VANGUARD FTC TARGET 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.3% | |
| VANGUARD FTC TARGET 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.9% | |
| VANGUARD FTC TARGET 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| VANGUARD FTC TARGET RETIREMENT INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $760K | 1.2% | |
| GALLIARD MANAGED INC FD CLASS D SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $700K | 1.1% | |
| JPMorgan US Equity Fund | Other securities | — | — | $509K | 0.8% | |
| VANGUARD FTC TARGET 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $310K | 0.5% | |
| Self-Directed Brokerage Accounts*** | Self-Directed Brokerage | — | — | $205K | 0.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $177K | 0.3% | |
| WELLINGTON MID CAP OPPORTUNITIES FU WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 018 | Common Collective Trust | — | — | $110K | 0.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $80K | 0.1% | |
| FIAM SMALL COMPANY COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 006 | Common Collective Trust | — | — | $79K | 0.1% | |
| PIMCO All Asset Fund | Mutual Funds | — | — | $14K | <0.1% | |
| VANGUARD FTC TARGET 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| NT DAILY TIPS INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $9K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $7K | <0.1% | |
| WTC-CIF II EMERGING MKTS RESEARCH WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 192 | Common Collective Trust | — | — | $975 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
