KRIS Harvey signed Central Oregon Radiology Assoc., P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Oregon Radiology Assoc., P.C.'s EIN is 93-0688156.
Download the official 2024 Form 5500 (PDF) for Central Oregon Radiology Assoc., P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Oregon Radiology Assoc., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM BLEND TD 2040 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $9.1M | 15.7% | |
| FID FRDM BLND 2040 V | Mutual Funds | — | $8.0M | $9.1M | 15.7% | |
| FID FRDM BLND 2035 V | Mutual Funds | — | $7.5M | $7.9M | 13.7% | |
| FIAM BLEND TD 2035 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.9M | 13.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $4.6M | $7.2M | 12.4% | |
| FIAM BLEND TD 2025 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $4.4M | 7.5% | |
| FID FRDM BLND 2025 V | Mutual Funds | — | $4.2M | $4.4M | 7.5% | |
| FID FRDM BLND 2050 V | Mutual Funds | — | $3.4M | $3.9M | 6.8% | |
| FIAM BLEND TD 2050 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $3.9M | 6.8% | |
| FID FRDM BLND 2045 V | Mutual Funds | — | $3.3M | $3.8M | 6.5% | |
| FIAM BLEND TD 2045 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $3.8M | 6.5% | |
| FID FRDM BLND 2030 V | Mutual Funds | — | $3.0M | $3.2M | 5.5% | |
| FIAM BLEND TD 2030 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $3.2M | 5.5% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $2.6M | $2.7M | 4.8% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $2.1M | $2.7M | 4.6% | |
| FID GOVT MMKT | Mutual Funds | — | $2.4M | $2.4M | 4.2% | |
| FID INTL INDEX | Mutual Funds | — | $1.8M | $1.9M | 3.4% | |
| FIAM BLEND TD 2055 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| FID FRDM BLND 2055 V | Mutual Funds | — | $1.0M | $1.2M | 2.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $928K | $852K | 1.5% | |
| PIM TOTAL RT INST | Other securities | — | $992K | $830K | 1.4% | |
| FID FRDM BLND 2020 V | Mutual Funds | — | $779K | $820K | 1.4% | |
| FIAM BLEND TD 2020 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $820K | 1.4% | |
| COL DIVIDEND INC I2 | Common Stocks | — | $659K | $796K | 1.4% | |
| PIM REAL RETURN INST | Other securities | — | $795K | $723K | 1.2% | |
| FIAM BLEND TD 2060 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $662K | 1.1% | |
| FID FRDM BLND 2060 V | Mutual Funds | — | $577K | $662K | 1.1% | |
| FID EMERGING MKTS K | Mutual Funds | — | $451K | $496K | 0.9% | |
| AS SPL MID CP VAL IS | Other securities | — | $428K | $472K | 0.8% | |
| CBA SM CAP GR I | Other securities | — | $454K | $430K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $326K | 0.6% | |
| CRLN E MID CAP GR R6 | Other securities | — | $179K | $188K | 0.3% | |
| FID FRDM BLND 2065 V | Mutual Funds | — | $152K | $167K | 0.3% | |
| FIAM BLEND TD 2065 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $167K | 0.3% | |
| EV INC FUND BOSTON I | Common Stocks | — | $148K | $153K | 0.3% | |
| FIAM BLEND TD INC V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $123K | $125K | 0.2% | |
| HTFD INTL OPPS Y | Other securities | — | $101K | $103K | 0.2% | |
| COHEN & STEERS RLTY | Other securities | — | $68K | $70K | 0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $62K | $65K | 0.1% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $60K | $65K | 0.1% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $40K | $36K | <0.1% | |
| FID FRDM BLND 2015 V | Mutual Funds | — | $28K | $29K | <0.1% | |
| FIAM BLEND TD 2015 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $29K | <0.1% | |
| FID FRDM BLND 2010 V | Mutual Funds | — | $2K | $2K | <0.1% | |
| FIAM BLEND TD 2010 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $2K | <0.1% | |
| FIAM BLEND TD 2005 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
