Derek K Marsee signed Diagnostic Pathology Medical Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diagnostic Pathology Medical Group, Inc.'s EIN is 94-2227764.
Download the official 2024 Form 5500 (PDF) for Diagnostic Pathology Medical Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diagnostic Pathology Medical Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $829 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts Self-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $14.1M | 24.6% | |
| JP Morgan Large Cap Growth R6 Mutual Fund - | Other securities | — | — | $5.9M | 10.3% | |
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | Common Collective Trusts | — | — | $4.5M | 7.9% | |
| GREAT GRAY TRP RET 2040 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $3.8M | 6.7% | |
| Great Gray Cap Group 2045 TDT Common Collective Trust - | Common Collective Trusts | — | — | $3.8M | 6.7% | |
| GREAT GRAY TRP RET 2045 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.8M | 6.7% | |
| GREAT GRAY TRP RET 2030 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.0% | |
| Reliance SVF - METGAC25053 Stable Value Fund - | Stable Value | — | — | $2.5M | 4.4% | |
| RTC SVF - METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.4% | |
| Vanguard Equity Income Admiral Mutual Fund - | Mutual Funds | — | — | $2.4M | 4.2% | |
| GREAT GRAY TRP RET 2035 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.9% | |
| GREAT GRAY TRP RET 2050 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| GREAT GRAY TRP RET 2025 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.4% | |
| Vanguard Tot Intl Stk Index Admiral Mutual Fund - | Mutual Funds | — | — | $1.6M | 2.8% | |
| Blackrock Total Return K Mutual Fund - | Other securities | — | — | $1.3M | 2.3% | |
| GREAT GRAY TRP RET 2055 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Great Gray Cap Group 2055 TDT Common Collective Trust - | Common Collective Trusts | — | — | $1.1M | 1.9% | |
| GREAT GRAY TRP RET 2020 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| PIMCO Income Institutional Mutual Fund - | Mutual Funds | — | — | $932K | 1.6% | |
| American Funds Smallcap World R6 Mutual Fund - | Mutual Funds | — | — | $906K | 1.6% | |
| Vanguard Ttl Bond Mkt Idx Adm Mutual Fund - | Common Collective Trusts | — | — | $832K | 1.5% | |
| GREAT GRAY TRP RET 2060 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $398K | 0.7% | |
| MFS Mid Cap Growth Fund CT Common Collective Trust - | Common Collective Trusts | — | — | $317K | 0.6% | |
| EMERGING MARKETS FUND WILMINGTON TRUST, N.A. · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $317K | 0.6% | |
| Participant Loans Interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $303K | 0.5% | |
| Driehaus Emerg Mkt Grth Instl Mutual Fund - | Other securities | — | — | $273K | 0.5% | |
| Cohen & Stears US Realty CIT Common Collective Trust - | Common Collective Trusts | — | — | $142K | 0.2% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $142K | 0.2% | |
| INTL EQUITY FUND CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $131K | 0.2% | |
| Allspring Spe Small Cap Val R6 Mutual Fund - | Other securities | — | — | $105K | 0.2% | |
| GREAT GRAY TRP RET 2010 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $89K | 0.2% | |
| American New Perspective R6 Mutual Fund - | Other securities | — | — | $76K | 0.1% | |
| GREAT GRAY TRP RET 2065 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $56K | <0.1% | |
| Brandywine Global Corp Credit Fund Mutual Fund - | Common Stocks | — | — | $40K | <0.1% | |
| Vanguard Ttl Intl Bd Idx Adm Mutual Fund - | Common Collective Trusts | — | — | $11K | <0.1% | |
| GREAT GRAY TRP RET 2015 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
