Mark Espinosa signed American Society of Plastic SURG's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Society of Plastic SURG's EIN is 94-1535436.
Download the official 2024 Form 5500 (PDF) for American Society of Plastic SURG from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Society of Plastic SURG'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 14.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 9.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 8.5% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.3M | 8.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 7.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.0M | 6.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $958K | 6.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $836K | 5.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $678K | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $464K | 3.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $413K | 2.6% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $350K | 2.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $324K | 2.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $323K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $313K | 2.0% | |
| NYLI MACKAY HY CORP BOND R6 | Registered Investment Companies | — | — | $292K | 1.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $160K | 1.0% | |
| NUVEEN MID CAP VALUE 1 FUNDI | Registered Investment Companies | — | — | $135K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $135K | 0.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $116K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $99K | 0.6% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $75K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM 825 REGISTERED INVESTMENT COMPANY AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 0.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $68K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $64K | 0.4% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $64K | 0.4% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $45K | 0.3% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $30K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $2K | <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 |
| $33K |
| — |
