Alicia Myrick signed Rogue Valley Physicians, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rogue Valley Physicians, P.C.'s EIN is 93-1276558.
Download the official 2024 Form 5500 (PDF) for Rogue Valley Physicians, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rogue Valley 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M GROUP INVESTMENT ADVISOR LLC | 45-3838296 |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.8M | 14.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.2M | 11.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.2M | 10.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 9.5% | |
| VANGUARD LIFESTRATEGY GROWTH 998 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 7.1% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $1.3M | 6.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.1M | 5.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $889K | 4.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $713K | 3.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $610K | 3.0% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $463K | 2.3% | |
| VANGUARD INTL GRTH ADM 384 REGISTERED INVESTMENT COMPANY AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $395K | 2.0% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $340K | 1.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $325K | 1.6% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $248K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $183K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $147K | 0.7% | |
| JPMORGAN EQUITY INDEX FD - R6 | Registered Investment Companies | — | — | $81K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $12K | <0.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $8K | <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 |
| $45K |
| — |
