Oregon Emergency Physicians P.C.'s EIN is 93-1162516.
Download the official 2024 Form 5500 (PDF) for Oregon Emergency Physicians P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oregon Emergency Physicians P.C.'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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | PURCHASE, NY | INVESTMENT ADVISORS | $20K | — |
| VANGUARD ADVISERS INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $16.4M | 14.3% | |
| (Vanguard) * Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $9.3M | 8.1% | |
| Admiral Shares * Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7.6M | 6.6% | |
| Admiral Shares * Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $7.6M | 6.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.2M | 5.4% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $5.9M | 5.2% | |
| Fund Admiral Shares * Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.7M | 5.0% | |
| Dodge & Cox Funds Stock Fund Class I | Mutual Funds | — | — | $5.4M | 4.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.4M | 4.7% | |
| Morgan Stanley Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $5.2M | 4.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.3M | 2.9% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $3.3M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.9M | 2.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.7M | 2.4% | |
| Vanguard Capital Opportunity Fund Admiral Shares | Mutual Funds | — | — | $2.6M | 2.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.6M | 2.3% | |
| Vanguard Long-Term Investment-Grade Fund | Mutual Funds | — | — | $2.3M | 2.0% | |
| Admiral Shares * Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $2.2M | 1.9% | |
| Admiral Shares * Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $2.2M | 1.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $2.1M | 1.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 1.7% | |
| Vanguard Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.6M | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Columbia Threadneedle Columbia Acorn Fund Class Z | Other securities | — | — | $1.2M | 1.1% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1.1M | 1.0% | |
| Fidelity Investments Dividend Growth Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| T. Rowe Price Investment Small-Cap Stock Fund-Advisor Class | Other securities | — | — | $846K | 0.7% | |
| Management * Vanguard Short-Term Investment-Grade Fund | Mutual Funds | — | — | $836K | 0.7% | |
| Admiral Shares * Vanguard International Value Fund | Mutual Funds | — | — | $778K | 0.7% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $614K | 0.5% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $610K | 0.5% | |
| Artisan Funds International Fund, Investor Class | Other securities | — | — | $514K | 0.4% | |
| T. Rowe Price Investment Emerging Markets Stock Fund, Retail Class | Other securities | — | — | $457K | 0.4% | |
| Participant loans Notes receivable from participants, with - | Participant loans | — | — | $233K | 0.2% | |
| Management * Vanguard Growth and Income Fund Admiral Shares | Mutual Funds | — | — | $169K | 0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $157K | 0.1% | |
| Wasatch-Hoisington US Treasury Fund | U.S. Treasuries | — | — | $92K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $41K | <0.1% | |
| Vanguard Windsor II Fund Investor Shares | Mutual Funds | — | — | $27K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-2811930 |
| — |
| INVESTMENT ADVISORS |
| $15K |
| — |
