Patrick Greer signed Ascend Plastic Surgery Partners MSO LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Plastic Surgery Partners MSO LLC's EIN is 93-3726636.
Download the official 2024 Form 5500 (PDF) for Ascend Plastic Surgery Partners MSO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ascend Plastic Surgery Partners MSO 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | 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 | |||||
|---|---|---|---|---|---|---|
| Retirement Fund Class R6 Capital Group American Funds 2030 Target Date N/R | Mutual Funds | — | — | $1.4M | 47.9% | |
| Institutional Class BNY Mellon Investment Dreyfus Government Cash N/R 597 Management Institutional Shares Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $366K | 12.6% | |
| Retirement Fund Class R6 Capital Group American Funds 2045 Target Date N/R | Mutual Funds | — | — | $170K | 5.8% | |
| Retirement Fund Class R6 Capital Group American Funds 2050 Target Date N/R | Mutual Funds | — | — | $151K | 5.2% | |
| Retirement Fund Class R6 Capital Group American Funds 2025 Target Date N/R | Mutual Funds | — | — | $119K | 4.1% | |
| Retirement Fund Class R6 Capital Group American Funds 2035 Target Date N/R | Mutual Funds | — | — | $119K | 4.1% | |
| Retirement Fund Class R6 Capital Group American Funds 2055 Target Date N/R | Mutual Funds | — | — | $110K | 3.8% | |
| Retirement Fund Class R6 Capital Group American Funds 2060 Target Date N/R | Mutual Funds | — | — | $81K | 2.8% | |
| Retirement Fund Class R6 Capital Group American Funds 2065 Target Date N/R | Mutual Funds | — | — | $72K | 2.5% | |
| Markets Fund - Class Z Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $52K | 1.8% | |
| Retirement Fund Class R6 Capital Group American Funds 2040 Target Date N/R | Mutual Funds | — | — | $43K | 1.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $30K | 1.0% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $29K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $25K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund N/R | Mutual Funds | — | — | $17K | 0.6% | |
| JPMorgan Asset Management JPMorgan Mid Cap Growth Fund N/R | Other securities | — | — | $17K | 0.6% | |
| Participant Loans Participant Loans Interest rates: 9.0% - 9.5% $0 | Bonds / Notes | — | — | $13K | 0.4% | |
| Fund Class R6 Pacific Investment PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $12K | 0.4% | |
| Retirement Fund Class R6 Dimensional Investment Group DFA U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $12K | 0.4% | |
| Allspring Global Investments Allspring Special Mid Cap Value N/R | Mutual Funds | — | — | $10K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10K | 0.3% | |
| Fidelity Investments Fidelity Advisor Focused Emerging N/R | Mutual Funds | — | — | $10K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $10K | 0.3% | |
| Fidelity Investments Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $9K | 0.3% | |
| Class R6 MFS Investment Management MFS International Diversification N/R | Mutual Funds | — | — | $6K | 0.2% | |
| Management Company Class Pacific Investment PIMCO International Bond Fund N/R | Mutual Funds | — | — | $5K | 0.2% | |
| Fund - Class R6 Capital Group American Funds 2010 Target Date N/R | Mutual Funds | — | — | $4K | 0.1% | |
| Retirement Fund Class R6 Capital Group American Funds 2015 Target Date N/R 601 Retirement Fund Class R6 Capital Group American Funds 2020 Target Date N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
